WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

67 hedge funds and large institutions have $247M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
4
Increased
20
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
$44M
2
GWI
Grace & White Inc
New York
$1.88M
3
MIG
Mariner Investment Group
New York
$5.67M
4
Invesco
Invesco
Georgia
$10.6M
5
DA
Doliver Advisors
Texas
$1.55M

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
$26.3M
2
EML
Eos Management LP
New York
$1.44M
3
Morgan Stanley
Morgan Stanley
New York
$5.33M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.92M
5
KIM
Karpus Investment Management
New York
$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$56.3M -$115K -9,937 -0.2%
1CP
2
1607 Capital Partners
Virginia
$44M +$5.96M +514,500 +16%
KIM
3
Karpus Investment Management
New York
$30.4M -$313K -27,043 -1%
FIMG
4
Financial & Investment Management Group
Michigan
$26.3M -$3.49M -301,054 -12%
Invesco
5
Invesco
Georgia
$10.6M +$858K +74,047 +9%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$7.57M -$127K -10,995 -2%
RCM
7
Rivernorth Capital Management
Florida
$6.26M – – –
HK
8
Horizon Kinetics
New York
$6.22M – – –
MIG
9
Mariner Investment Group
New York
$5.67M +$1.33M +114,495 +31%
B
10
Baird
Wisconsin
$5.52M -$139K -11,971 -2%
Morgan Stanley
11
Morgan Stanley
New York
$5.33M -$1.18M -102,202 -18%
CS
12
Credit Suisse
Switzerland
$4.45M +$3.6K +311 +0.1%
Bank of America
13
Bank of America
North Carolina
$4.44M +$72.5K +6,255 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.92M -$380K -32,783 -9%
AIM
15
Assured Investment Management
New York
$3M – – –
PVWM
16
Point View Wealth Management
New Jersey
$2.05M +$151K +13,006 +8%
GWI
17
Grace & White Inc
New York
$1.88M +$1.39M +119,518 +280%
U
18
UBS
Switzerland
$1.87M -$80.3K -6,930 -4%
RJA
19
Raymond James & Associates
Florida
$1.83M +$58.4K +5,038 +3%
DA
20
Doliver Advisors
Texas
$1.55M +$695K +59,915 +82%
EML
21
Eos Management LP
New York
$1.44M -$1.24M -106,716 -46%
CFN
22
Cordasco Financial Network
Florida
$1.43M -$31K -2,676 -2%
PIA
23
Peachtree Investment Advisors
Georgia
$1.4M -$217K -18,700 -13%
AA
24
Ancora Advisors
Ohio
$1.35M – – –
HFS
25
HL Financial Services
Kentucky
$1.3M +$25K +2,158 +2%
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