WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

81 hedge funds and large institutions have $276M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
17
Increased
31
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$81.8M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$5.71M
3
RCM
Rivernorth Capital Management
Florida
$24M
4
SIA
Sit Investment Associates
Minnesota
$8.33M
5
Morgan Stanley
Morgan Stanley
New York
$10.6M

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
$2.88M
2
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$0
3
KIM
Karpus Investment Management
New York
$12.5M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$217K
5
WAM
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$81.8M +$13.4M +1,177,113 +20%
1CP
2
1607 Capital Partners
Virginia
$32.2M +$456K +39,920 +1%
RCM
3
Rivernorth Capital Management
Florida
$24M +$2.28M +200,089 +11%
KIM
4
Karpus Investment Management
New York
$12.5M -$1.65M -144,355 -12%
Bank of America
5
Bank of America
North Carolina
$12M -$80.3K -7,036 -0.7%
Morgan Stanley
6
Morgan Stanley
New York
$10.6M +$1.47M +128,678 +16%
Invesco
7
Invesco
Georgia
$10M +$374K +32,762 +4%
SIA
8
Sit Investment Associates
Minnesota
$8.33M +$1.88M +164,200 +29%
SFPIA
9
Stevens First Principles Investment Advisors
California
$7.67M +$533K +46,670 +7%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.8M +$503K +44,189 +8%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$6.17M +$43.3K +3,794 +0.7%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$5.71M +$5.36M +468,997 +1,528%
COLIM
13
City of London Investment Management
United Kingdom
$4.57M +$1.43M +124,614 +45%
RGC
14
Roberts, Glore & Co
Illinois
$4.38M +$748K +65,498 +21%
AAM
15
Advisors Asset Management
Colorado
$3.71M -$56.1K -4,908 -1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.54M -$44.5K -3,898 -1%
UBS Group
17
UBS Group
Switzerland
$3.45M -$223K -19,520 -6%
PVWM
18
Point View Wealth Management
New Jersey
$3.14M -$8.94K -783 -0.3%
HFS
19
HL Financial Services
Kentucky
$3.13M +$40.5K +3,550 +1%
FIMG
20
Financial & Investment Management Group
Michigan
$2.88M -$22.1M -1,935,759 -88%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.55M -$170K -14,916 -6%
GWI
22
Grace & White Inc
New York
$2.38M – – –
FFA
23
First Foundation Advisors
California
$2.23M +$206K +18,061 +10%
RJA
24
Raymond James & Associates
Florida
$2.03M +$410K +35,872 +25%
AA
25
Ancora Advisors
Ohio
$1.85M +$34.3K +3,000 +2%
1
2 3 4