WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

71 hedge funds and large institutions have $254M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.9%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
11
Increased
22
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$15.3M
2
Bank of America
2
Bank of America
North Carolina
$7.56M
3
DA
3
Doliver Advisors
Texas
$909K
4
Invesco
4
Invesco
Georgia
$9.05M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.72M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
1CP
2
1607 Capital Partners
Virginia
$41M
3
Wells Fargo
3
Wells Fargo
California
$47.3M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$47.3M 4,254,435 -97,309 -2%
FIMG
2
Financial & Investment Management Group
Michigan
$43.5M 3,912,295 +21,212 +0.5%
1CP
3
1607 Capital Partners
Virginia
$41M 3,690,289 -211,889 -5%
KIM
4
Karpus Investment Management
New York
$19.6M 1,760,982 -27,529 -2%
SIA
5
Sit Investment Associates
Minnesota
$15.3M 1,379,900 +397,604 +40%
Invesco
6
Invesco
Georgia
$9.05M 814,775 +75,452 +10%
Morgan Stanley
7
Morgan Stanley
New York
$7.72M 695,035 +66,011 +10%
Bank of America
8
Bank of America
North Carolina
$7.56M 680,734 +92,596 +16%
RCM
9
Rivernorth Capital Management
Florida
$6M 540,457 – –
SFPIA
10
Stevens First Principles Investment Advisors
California
$5.92M 532,871 -7,105 -1%
NCMW
11
Northern Capital Management (Wisconsin)
Wisconsin
$5.15M 463,850 -21,100 -4%
COLIM
12
City of London Investment Management
United Kingdom
$3.36M 302,112 -35,834 -11%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.08M 278,829 +1,677 +0.6%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$2.97M 267,644 -1,711 -0.6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.97M 267,617 +3,135 +1%
PVWM
16
Point View Wealth Management
New Jersey
$2.84M 255,848 +11,500 +5%
HFS
17
HL Financial Services
Kentucky
$2.56M 230,784 +9,340 +4%
AAM
18
Advisors Asset Management
Colorado
$2.44M 219,275 -31,331 -13%
GWI
19
Grace & White Inc
New York
$2.33M 209,559 -6,425 -3%
UBS Group
20
UBS Group
Switzerland
$1.96M 175,995 +39,635 +29%
HK
21
Horizon Kinetics
New York
$1.9M 171,069 +493 +0.3%
RGC
22
Roberts, Glore & Co
Illinois
$1.62M 145,680 +21,155 +17%
Geode Capital Management
23
Geode Capital Management
Massachusetts
– – – –
MIG
24
Mariner Investment Group
New York
$1.48M 132,785 -11,623 -8%
LCM
25
Landscape Capital Management
New Jersey
$1.43M 128,603 -15,401 -11%
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