WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

71 hedge funds and large institutions have $210M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
71
Holders Change
+16
Holders Change %
+29.09%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
18
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$26.8M
2
FIMG
2
Financial & Investment Management Group
Michigan
$29.6M
3
HK
3
Horizon Kinetics
New York
$1.04M
4
DA
4
Doliver Advisors
Texas
$1.69M
5
TC
5
TFS Capital
Pennsylvania
$1.43M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.42M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.1M
3
U
3
UBS
Switzerland
$1.83M
4
PPA
4
Parametric Portfolio Associates
Washington
$648K
5
B
5
Baird
Wisconsin
$5.79M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$55.2M 4,901,256 -3,622 -0.1%
FIMG
2
Financial & Investment Management Group
Michigan
$29.6M 2,629,671 +517,384 +24%
1CP
3
1607 Capital Partners
Virginia
$26.8M 2,380,039 +1,067,519 +81%
KIM
4
Karpus Investment Management
New York
$17.3M 1,537,641 +20,260 +1%
Morgan Stanley
5
Morgan Stanley
New York
$11.1M 986,562 -90,840 -8%
Invesco
6
Invesco
Georgia
$9.72M 862,608 -19,684 -2%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$7.39M 655,904 +976 +0.1%
RCM
8
Rivernorth Capital Management
Florida
$6.09M 540,457 +15,300 +3%
B
9
Baird
Wisconsin
$5.79M 513,608 -46,459 -8%
Bank of America
10
Bank of America
North Carolina
$4.42M 391,884 -242,468 -38%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.29M 380,321 +24,350 +7%
AIM
12
Assured Investment Management
New York
$2.92M 258,844 – –
PIA
13
Peachtree Investment Advisors
Georgia
$2.11M 186,983 +186,983 New
CFN
14
Cordasco Financial Network
Florida
$2.03M 180,368 +180,368 New
U
15
UBS
Switzerland
$1.83M 161,920 -74,176 -31%
DA
16
Doliver Advisors
Texas
$1.69M 150,144 +64,001 +74%
TC
17
TFS Capital
Pennsylvania
$1.43M 126,528 +49,444 +64%
PVWM
18
Point View Wealth Management
New Jersey
$1.41M 124,950 +124,950 New
SIA
19
Sit Investment Associates
Minnesota
$1.4M 124,200 -4,600 -4%
AA
20
Ancora Advisors
Ohio
$1.31M 116,500 +13,500 +13%
HFS
21
HL Financial Services
Kentucky
$1.15M 102,207 -1,675 -2%
HK
22
Horizon Kinetics
New York
$1.04M 91,800 +91,800 New
MFS
23
MSI Financial Services
Massachusetts
$995K 88,281 -39,239 -31%
LPL Financial
24
LPL Financial
California
$878K 77,888 -15,168 -16%
GC
25
Guggenheim Capital
Illinois
$863K 76,595 – –
1
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