WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

73 hedge funds and large institutions have $259M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.83%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
7
Increased
29
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$49.2M
2
RCM
Rivernorth Capital Management
Florida
$11.5M
3
Morgan Stanley
Morgan Stanley
New York
$13.2M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.33M
5
KIM
Karpus Investment Management
New York
$14.5M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$8.19M
2
1CP
1607 Capital Partners
Virginia
$34.1M
3
FIMG
Financial & Investment Management Group
Michigan
$40.8M
4
COLIM
City of London Investment Management
United Kingdom
$926K
5
Geode Capital Management
Geode Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$49.2M +$6.36M +571,212 +15%
FIMG
2
Financial & Investment Management Group
Michigan
$40.8M -$2.79M -250,066 -6%
1CP
3
1607 Capital Partners
Virginia
$34.1M -$5.26M -472,199 -13%
KIM
4
Karpus Investment Management
New York
$14.5M +$2.18M +195,519 +18%
Morgan Stanley
5
Morgan Stanley
New York
$13.2M +$3.39M +303,889 +34%
Bank of America
6
Bank of America
North Carolina
$13.1M +$1.32M +118,696 +11%
RCM
7
Rivernorth Capital Management
Florida
$11.5M +$5.02M +450,720 +77%
Invesco
8
Invesco
Georgia
$8.93M +$489K +43,852 +6%
SIA
9
Sit Investment Associates
Minnesota
$8.19M -$8.66M -777,455 -51%
SFPIA
10
Stevens First Principles Investment Advisors
California
$5.83M -$4.4K -395 -0.1%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.81M -$27.5K -2,474 -0.5%
NCMW
12
Northern Capital Management (Wisconsin)
Wisconsin
$5.59M -$20.6K -1,850 -0.4%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$5.46M -$69.8K -6,267 -1%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$3.33M +$3.33M +298,832 New
AAM
15
Advisors Asset Management
Colorado
$3.3M +$745K +66,880 +29%
UBS Group
16
UBS Group
Switzerland
$3.03M +$660K +59,272 +28%
PVWM
17
Point View Wealth Management
New Jersey
$3.03M +$40.6K +3,641 +1%
HFS
18
HL Financial Services
Kentucky
$2.82M +$157K +14,137 +6%
Cohen & Steers
19
Cohen & Steers
New York
$2.54M +$725K +65,038 +40%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.42M -$520K -46,695 -18%
GWI
21
Grace & White Inc
New York
$2.34M – – –
HK
22
Horizon Kinetics
New York
$1.9M -$6.04K -542 -0.3%
RGC
23
Roberts, Glore & Co
Illinois
$1.73M +$54.4K +4,883 +3%
First Eagle Investment Management
24
First Eagle Investment Management
New York
$1.58M +$1.13M +101,400 +249%
AA
25
Ancora Advisors
Ohio
$1.54M +$78K +7,000 +5%
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