WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

83 hedge funds and large institutions have $273M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
13
Increased
26
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.52M
2
COLIM
City of London Investment Management
United Kingdom
+$1.29M
3
RJA
Raymond James & Associates
Florida
+$862K
4
SFPIA
Stevens First Principles Investment Advisors
California
+$717K
5
UBS Group
UBS Group
Switzerland
+$662K

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
-$2.88M
2
Wells Fargo
Wells Fargo
California
-$1.69M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$1.62M
4
RCM
Rivernorth Capital Management
Florida
-$1.58M
5
1CP
1607 Capital Partners
Virginia
-$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$79.4M -$1.69M -149,260 -2%
1CP
2
1607 Capital Partners
Virginia
$30.3M -$1.54M -135,997 -5%
RCM
3
Rivernorth Capital Management
Florida
$22.2M -$1.58M -139,234 -7%
Morgan Stanley
4
Morgan Stanley
New York
$15.1M +$4.52M +399,366 +43%
Bank of America
5
Bank of America
North Carolina
$12M +$101K +8,885 +0.8%
KIM
6
Karpus Investment Management
New York
$11.9M -$484K -42,722 -4%
Invesco
7
Invesco
Georgia
$10.1M +$191K +16,829 +2%
SFPIA
8
Stevens First Principles Investment Advisors
California
$8.32M +$717K +63,322 +9%
SIA
9
Sit Investment Associates
Minnesota
$7.97M -$292K -25,750 -4%
HighTower Advisors
10
HighTower Advisors
Illinois
$7.18M +$431K +38,141 +6%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$6.12M -$1.7K -150 -0%
COLIM
12
City of London Investment Management
United Kingdom
$5.82M +$1.29M +114,447 +29%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$5.5M -$155K -13,711 -3%
RGC
14
Roberts, Glore & Co
Illinois
$4.99M +$643K +56,810 +15%
UBS Group
15
UBS Group
Switzerland
$4.09M +$662K +58,483 +19%
AAM
16
Advisors Asset Management
Colorado
$3.72M +$50K +4,419 +1%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$3.43M -$77.6K -6,853 -2%
HFS
18
HL Financial Services
Kentucky
$3.24M +$135K +11,902 +4%
PVWM
19
Point View Wealth Management
New Jersey
$2.94M -$176K -15,510 -6%
RJA
20
Raymond James & Associates
Florida
$2.88M +$862K +76,185 +43%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.46M -$71.5K -6,313 -3%
GWI
22
Grace & White Inc
New York
$2.36M – – –
FFA
23
First Foundation Advisors
California
$2.17M -$35.9K -3,173 -2%
AA
24
Ancora Advisors
Ohio
$1.84M – – –
AL
25
Arnhold LLC
New York
$1.61M +$1.61M +142,100 New
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