WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

75 hedge funds and large institutions have $268M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
8
Increased
28
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$67.5M
2
COLIM
City of London Investment Management
United Kingdom
$3.1M
3
SFPIA
Stevens First Principles Investment Advisors
California
$7.05M
4
Bank of America
Bank of America
North Carolina
$11.9M
5
Morgan Stanley
Morgan Stanley
New York
$9.05M

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
$24.7M
2
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$2.73M
3
Cohen & Steers
Cohen & Steers
New York
$0
4
1CP
1607 Capital Partners
Virginia
$31.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$67.5M +$6.36M +564,002 +10%
1CP
2
1607 Capital Partners
Virginia
$31.3M -$1.36M -120,200 -4%
FIMG
3
Financial & Investment Management Group
Michigan
$24.7M -$4.47M -396,657 -15%
RCM
4
Rivernorth Capital Management
Florida
$21.4M +$267K +23,692 +1%
KIM
5
Karpus Investment Management
New York
$14M -$49.4K -4,380 -0.4%
Bank of America
6
Bank of America
North Carolina
$11.9M +$723K +64,125 +6%
Invesco
7
Invesco
Georgia
$9.52M +$628K +55,678 +7%
Morgan Stanley
8
Morgan Stanley
New York
$9.05M +$714K +63,340 +9%
SFPIA
9
Stevens First Principles Investment Advisors
California
$7.05M +$1.22M +108,560 +21%
SIA
10
Sit Investment Associates
Minnesota
$6.38M +$48.5K +4,300 +0.8%
HighTower Advisors
11
HighTower Advisors
Illinois
$6.22M +$133K +11,776 +2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$6.06M -$23K -2,041 -0.4%
AAM
13
Advisors Asset Management
Colorado
$3.72M +$57.7K +5,118 +2%
UBS Group
14
UBS Group
Switzerland
$3.63M +$33.1K +2,938 +0.9%
RGC
15
Roberts, Glore & Co
Illinois
$3.59M +$193K +17,108 +6%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.54M -$788K -69,837 -18%
PVWM
17
Point View Wealth Management
New Jersey
$3.11M -$132K -11,704 -4%
COLIM
18
City of London Investment Management
United Kingdom
$3.1M +$2.73M +242,062 +736%
HFS
19
HL Financial Services
Kentucky
$3.05M +$53.1K +4,707 +2%
NCMW
20
Northern Capital Management (Wisconsin)
Wisconsin
$2.73M -$2.98M -264,270 -52%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.69M +$272K +24,083 +11%
GWI
22
Grace & White Inc
New York
$2.36M -$9.03K -800 -0.4%
FFA
23
First Foundation Advisors
California
$2M +$145K +12,866 +8%
AA
24
Ancora Advisors
Ohio
$1.8M +$92K +8,150 +5%
RJA
25
Raymond James & Associates
Florida
$1.6M +$43.9K +3,893 +3%
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