WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

55 hedge funds and large institutions have $193M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
16
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$7.6M
2
FIMG
2
Financial & Investment Management Group
Michigan
$24.5M
3
1CP
3
1607 Capital Partners
Virginia
$15.2M
4
AIM
4
Assured Investment Management
New York
$3M
5
SIA
5
Sit Investment Associates
Minnesota
$1.49M

Top Sellers

1
U
1
UBS
Switzerland
$2.74M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.13M
3
Bank of America
3
Bank of America
North Carolina
$7.36M
4
CA
4
Cornerstone Advisors
North Carolina
$1.16M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$56.9M 4,904,878 -42,017 -0.8%
FIMG
2
Financial & Investment Management Group
Michigan
$24.5M 2,112,287 +531,508 +34%
KIM
3
Karpus Investment Management
New York
$17.6M 1,517,381 +79,528 +6%
1CP
4
1607 Capital Partners
Virginia
$15.2M 1,312,520 +498,016 +61%
Morgan Stanley
5
Morgan Stanley
New York
$12.5M 1,077,402 +119,456 +12%
Invesco
6
Invesco
Georgia
$10.2M 882,292 -64,831 -7%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$7.6M 654,928 +654,928 New
Bank of America
8
Bank of America
North Carolina
$7.36M 634,352 -217,770 -26%
B
9
Baird
Wisconsin
$6.5M 560,067 -22,512 -4%
RCM
10
Rivernorth Capital Management
Florida
$6.09M 525,157 – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.13M 355,971 -306,658 -46%
AIM
12
Assured Investment Management
New York
$3M 258,844 +228,060 +741%
U
13
UBS
Switzerland
$2.74M 236,096 -324,873 -58%
SIA
14
Sit Investment Associates
Minnesota
$1.49M 128,800 +128,800 New
MFS
15
MSI Financial Services
Massachusetts
$1.48M 127,520 -29,533 -19%
PPA
16
Parametric Portfolio Associates
Washington
$1.47M 126,793 -65,345 -34%
HFS
17
HL Financial Services
Kentucky
$1.21M 103,882 +103,882 New
AA
18
Ancora Advisors
Ohio
$1.2M 103,000 – –
CA
19
Cornerstone Advisors
North Carolina
$1.16M 100,155 -179,873 -64%
LPL Financial
20
LPL Financial
California
$1.07M 93,056 +21,068 +29%
DA
21
Doliver Advisors
Texas
$999K 86,143 -3,100 -3%
TC
22
TFS Capital
Pennsylvania
$894K 77,084 -4,060 -5%
GC
23
Guggenheim Capital
Illinois
$889K 76,595 – –
IAS
24
IMA Advisory Services
Colorado
$648K 55,850 +1,540 +3%
KFS
25
KMS Financial Services
Washington
$646K 55,725 +42,175 +311%
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