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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

57 hedge funds and large institutions have $186M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2013 Q2 according to their latest regulatory filings, with 57 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

25.54% more ownership

Funds ownership: 0% → 25.54% (+26%)

Holders
57
Holders Change
+57
Holders Change %
–
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
57
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$58.6M +$63.4M +4,946,895 New
FIMG
2
Financial & Investment Management Group
Michigan
$18.7M +$20.3M +1,580,779 New
KIM
3
Karpus Investment Management
New York
$17M +$18.4M +1,437,853 New
Morgan Stanley
4
Morgan Stanley
New York
$11.4M +$12.3M +957,946 New
Invesco
5
Invesco
Georgia
$11.2M +$12.1M +947,123 New
Bank of America
6
Bank of America
North Carolina
$10.1M +$10.9M +852,122 New
1CP
7
1607 Capital Partners
Virginia
$9.65M +$10.4M +814,504 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.85M +$8.49M +662,629 New
B
9
Baird
Wisconsin
$6.9M +$7.47M +582,579 New
U
10
UBS
Switzerland
$6.65M +$7.19M +560,969 New
RCM
11
Rivernorth Capital Management
Florida
$6.22M +$6.73M +525,157 New
CA
12
Cornerstone Advisors
North Carolina
$3.32M +$3.59M +280,028 New
PPA
13
Parametric Portfolio Associates
Washington
$2.28M +$2.46M +192,138 New
MFS
14
MSI Financial Services
Massachusetts
$1.86M +$2.01M +157,053 New
AA
15
Ancora Advisors
Ohio
$1.22M +$1.32M +103,000 New
DA
16
Doliver Advisors
Texas
$1.06M +$1.14M +89,243 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.06M – – –
TC
18
TFS Capital
Pennsylvania
$962K +$1.04M +81,144 New
GC
19
Guggenheim Capital
Illinois
$908K +$981K +76,595 New
LPL Financial
20
LPL Financial
California
$853K +$922K +71,988 New
IAS
21
IMA Advisory Services
Colorado
$644K +$696K +54,310 New
WA
22
WFG Advisors
Texas
$612K +$662K +51,686 New
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$554K +$599K +46,781 New
HighTower Advisors
24
HighTower Advisors
Illinois
$538K +$581K +45,365 New
Citigroup
25
Citigroup
New York
$515K +$557K +43,473 New
1
2 3

WIW Hedge Fund Activity: Q2 2013 in Review

57 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2013, worth a combined $186M.

Buyers outnumbered sellers: 57 funds opened new WIW positions and 0 closed out — a net gain of 57 holders — while 0 added to existing stakes and 0 trimmed.

  • 57 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $186M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2013.
  • 57 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2013 and 0 closed out, a net change of +57 holders.

Based on aggregated 13F filings for Q2 2013.