WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

73 hedge funds and large institutions have $261M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
4
Increased
25
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$59.7M
2
RCM
Rivernorth Capital Management
Florida
$20.7M
3
RGC
Roberts, Glore & Co
Illinois
$3.32M
4
CRC
Curi RMB Capital
Illinois
$922K
5
WAM
Wolverine Asset Management
Illinois
$740K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$8.14M
2
FFA
First Foundation Advisors
California
$1.81M
3
1CP
1607 Capital Partners
Virginia
$31.9M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$614K
5
GC
Guggenheim Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$59.7M +$7.5M +680,489 +14%
1CP
2
1607 Capital Partners
Virginia
$31.9M -$831K -75,400 -3%
FIMG
3
Financial & Investment Management Group
Michigan
$28.5M -$137K -12,433 -0.5%
RCM
4
Rivernorth Capital Management
Florida
$20.7M +$3.51M +318,925 +21%
KIM
5
Karpus Investment Management
New York
$13.7M -$385K -34,921 -3%
Bank of America
6
Bank of America
North Carolina
$11M +$250K +22,686 +2%
Invesco
7
Invesco
Georgia
$8.68M +$573K +51,972 +7%
Morgan Stanley
8
Morgan Stanley
New York
$8.14M -$4.91M -445,373 -38%
SIA
9
Sit Investment Associates
Minnesota
$6.18M – – –
HighTower Advisors
10
HighTower Advisors
Illinois
$5.95M +$118K +10,766 +2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.94M +$520K +47,150 +10%
SFPIA
12
Stevens First Principles Investment Advisors
California
$5.69M -$9.59K -870 -0.2%
NCMW
13
Northern Capital Management (Wisconsin)
Wisconsin
$5.58M -$551 -50 -0%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$4.23M +$250K +22,671 +6%
AAM
15
Advisors Asset Management
Colorado
$3.57M +$59.5K +5,395 +2%
UBS Group
16
UBS Group
Switzerland
$3.52M +$239K +21,659 +7%
RGC
17
Roberts, Glore & Co
Illinois
$3.32M +$990K +89,859 +43%
PVWM
18
Point View Wealth Management
New Jersey
$3.17M – – –
HFS
19
HL Financial Services
Kentucky
$2.93M -$25.6K -2,322 -0.9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.36M -$10.6K -962 -0.4%
GWI
21
Grace & White Inc
New York
$2.31M – – –
Cohen & Steers
22
Cohen & Steers
New York
$2.28M -$452K -41,030 -17%
FFA
23
First Foundation Advisors
California
$1.81M -$1.02M -92,544 -36%
AA
24
Ancora Advisors
Ohio
$1.67M +$143K +13,000 +9%
First Eagle Investment Management
25
First Eagle Investment Management
New York
$1.57M – – –
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