WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

79 hedge funds and large institutions have $271M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-4
Holders Change %
-4.82%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
6
Increased
18
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$1.42M
2
Morgan Stanley
Morgan Stanley
New York
+$1.14M
3
RGC
Roberts, Glore & Co
Illinois
+$1.13M
4
Wells Fargo
Wells Fargo
California
+$1.01M
5
COLIM
City of London Investment Management
United Kingdom
+$952K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$1.42M
2
SIA
Sit Investment Associates
Minnesota
-$1.08M
3
Invesco
Invesco
Georgia
-$941K
4
Bank of America
Bank of America
North Carolina
-$654K
5
PCM
PenderFund Capital Management
British Columbia, Canada
-$461K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$79.2M +$1.01M +90,482 +1%
1CP
2
1607 Capital Partners
Virginia
$28.5M -$1.42M -126,912 -5%
RCM
3
Rivernorth Capital Management
Florida
$21.7M -$170K -15,244 -0.8%
Morgan Stanley
4
Morgan Stanley
New York
$16M +$1.14M +102,534 +8%
KIM
5
Karpus Investment Management
New York
$11.7M -$116K -10,375 -1%
Bank of America
6
Bank of America
North Carolina
$11.2M -$654K -58,679 -6%
Invesco
7
Invesco
Georgia
$9.02M -$941K -84,419 -9%
HighTower Advisors
8
HighTower Advisors
Illinois
$8.5M +$1.42M +127,771 +20%
SFPIA
9
Stevens First Principles Investment Advisors
California
$8.19M -$9.49K -851 -0.1%
SIA
10
Sit Investment Associates
Minnesota
$6.77M -$1.08M -96,752 -14%
COLIM
11
City of London Investment Management
United Kingdom
$6.68M +$952K +85,442 +17%
RGC
12
Roberts, Glore & Co
Illinois
$6.04M +$1.13M +101,624 +23%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$5.98M -$47.9K -4,300 -0.8%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$5.61M +$186K +16,727 +3%
UBS Group
15
UBS Group
Switzerland
$4.01M -$10.4K -934 -0.3%
AAM
16
Advisors Asset Management
Colorado
$3.53M -$138K -12,357 -4%
HFS
17
HL Financial Services
Kentucky
$3.44M +$257K +23,081 +8%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3.36M -$17.3K -1,552 -0.5%
PVWM
19
Point View Wealth Management
New Jersey
$2.85M -$45.7K -4,095 -2%
RJA
20
Raymond James & Associates
Florida
$2.81M -$24.9K -2,233 -0.9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.54M +$116K +10,404 +5%
GWI
22
Grace & White Inc
New York
$2.33M – – –
FFA
23
First Foundation Advisors
California
$2.07M -$73.2K -6,563 -3%
AA
24
Ancora Advisors
Ohio
$1.81M – – –
AL
25
Arnhold LLC
New York
$1.58M – – –
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