WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

67 hedge funds and large institutions have $230M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
6
Increased
18
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$26.8M
2
HK
Horizon Kinetics
New York
$6.24M
3
CS
Credit Suisse
Switzerland
$4.35M
4
MIG
Mariner Investment Group
New York
$1.8M
5
RJA
Raymond James & Associates
Florida
$1.51M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$8.41M
2
TC
TFS Capital
Pennsylvania
$250K
3
SIA
Sit Investment Associates
Minnesota
$312K
4
PPA
Parametric Portfolio Associates
Washington
$0
5
ST
Sentinel Trust
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$57.2M +$182K +15,647 +0.3%
FIMG
2
Financial & Investment Management Group
Michigan
$30.1M -$483K -41,543 -2%
1CP
3
1607 Capital Partners
Virginia
$28.7M +$1.05M +90,443 +4%
KIM
4
Karpus Investment Management
New York
$26.8M +$8.91M +766,321 +50%
Invesco
5
Invesco
Georgia
$9.88M -$155K -13,327 -2%
Morgan Stanley
6
Morgan Stanley
New York
$8.41M -$3.06M -263,186 -27%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$7.51M -$115K -9,930 -2%
RCM
8
Rivernorth Capital Management
Florida
$6.29M – – –
HK
9
Horizon Kinetics
New York
$6.24M +$5.17M +444,471 +484%
B
10
Baird
Wisconsin
$5.8M -$173K -14,884 -3%
CS
11
Credit Suisse
Switzerland
$4.35M +$4.35M +373,599 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.31M -$113K -9,760 -3%
Bank of America
13
Bank of America
North Carolina
$4.24M -$316K -27,181 -7%
AIM
14
Assured Investment Management
New York
$3.01M – – –
PIA
15
Peachtree Investment Advisors
Georgia
$2.04M -$133K -11,471 -6%
DA
16
Doliver Advisors
Texas
$1.96M +$214K +18,375 +12%
U
17
UBS
Switzerland
$1.81M -$72.6K -6,239 -4%
MIG
18
Mariner Investment Group
New York
$1.8M +$1.8M +155,129 New
PVWM
19
Point View Wealth Management
New Jersey
$1.7M +$242K +20,796 +17%
CFN
20
Cordasco Financial Network
Florida
$1.58M -$516K -44,393 -25%
RJA
21
Raymond James & Associates
Florida
$1.51M +$1.51M +130,025 New
AA
22
Ancora Advisors
Ohio
$1.36M – – –
HFS
23
HL Financial Services
Kentucky
$1.26M +$66.6K +5,731 +6%
MFS
24
MSI Financial Services
Massachusetts
$914K -$113K -9,680 -11%
LPL Financial
25
LPL Financial
California
$876K -$29.8K -2,563 -3%
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