WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

68 hedge funds and large institutions have $258M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
6
Increased
20
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
$40.3M
2
KIM
Karpus Investment Management
New York
$32.6M
3
EML
Eos Management LP
New York
$2.84M
4
MIG
Mariner Investment Group
New York
$4.61M
5
KFS
KMS Financial Services
Washington
$1.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.92M
2
DA
Doliver Advisors
Texas
$903K
3
CA
Cornerstone Advisors
North Carolina
$0
4
Wells Fargo
Wells Fargo
California
$60M
5
PIA
Peachtree Investment Advisors
Georgia
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$60M -$559K -45,399 -0.9%
1CP
2
1607 Capital Partners
Virginia
$40.3M +$9.94M +807,072 +33%
KIM
3
Karpus Investment Management
New York
$32.6M +$4.23M +343,372 +15%
FIMG
4
Financial & Investment Management Group
Michigan
$31.6M -$216K -17,530 -0.7%
Invesco
5
Invesco
Georgia
$10.3M -$153K -12,402 -1%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$8.18M +$224K +18,167 +3%
Morgan Stanley
7
Morgan Stanley
New York
$6.92M -$1.99M -161,588 -22%
RCM
8
Rivernorth Capital Management
Florida
$6.65M – – –
HK
9
Horizon Kinetics
New York
$6.6M – – –
B
10
Baird
Wisconsin
$6.01M -$128K -10,360 -2%
CS
11
Credit Suisse
Switzerland
$4.72M +$118K +9,616 +3%
Bank of America
12
Bank of America
North Carolina
$4.64M +$153K +12,437 +3%
MIG
13
Mariner Investment Group
New York
$4.61M +$2.7M +219,239 +141%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.57M +$7.35K +597 +0.2%
AIM
15
Assured Investment Management
New York
$3.19M – – –
EML
16
Eos Management LP
New York
$2.84M +$2.84M +230,552 New
U
17
UBS
Switzerland
$2.07M +$157K +12,759 +8%
PVWM
18
Point View Wealth Management
New Jersey
$2.02M +$228K +18,493 +13%
RJA
19
Raymond James & Associates
Florida
$1.88M +$278K +22,560 +17%
PIA
20
Peachtree Investment Advisors
Georgia
$1.72M -$443K -35,999 -21%
CFN
21
Cordasco Financial Network
Florida
$1.55M -$123K -9,978 -7%
AA
22
Ancora Advisors
Ohio
$1.43M – – –
HFS
23
HL Financial Services
Kentucky
$1.36M +$26.2K +2,125 +2%
KFS
24
KMS Financial Services
Washington
$1.08M +$558K +45,345 +106%
DA
25
Doliver Advisors
Texas
$903K -$1.17M -95,150 -56%
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