WIW

Western Asset Inflation-Linked Opportunities & Income Fund

78 hedge funds and large institutions have $262M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
11
Increased
27
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$81.1M +$4.12M +379,667 +5%
1CP
2
1607 Capital Partners
Virginia
$26.6M -$1.13M -104,100 -4%
RCM
3
Rivernorth Capital Management
Florida
$19.2M -$1.86M -171,160 -9%
Morgan Stanley
4
Morgan Stanley
New York
$15.9M +$331K +30,517 +2%
KIM
5
Karpus Investment Management
New York
$11.3M +$6.5K +600 +0.1%
SIA
6
Sit Investment Associates
Minnesota
$10.5M +$3.96M +365,247 +60%
Bank of America
7
Bank of America
North Carolina
$10.5M -$367K -33,834 -3%
Invesco
8
Invesco
Georgia
$9.19M +$422K +38,943 +5%
HighTower Advisors
9
HighTower Advisors
Illinois
$8.62M +$362K +33,484 +4%
RGC
10
Roberts, Glore & Co
Illinois
$5.99M +$110K +10,144 +2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.74M -$74.8K -6,900 -1%
COLIM
12
City of London Investment Management
United Kingdom
$5.42M -$1.07M -99,042 -17%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$4.75M -$702K -64,751 -13%
UBS Group
14
UBS Group
Switzerland
$3.82M -$84.3K -7,780 -2%
WAM
15
Wakefield Asset Management
Colorado
$3.58M +$3.58M +330,009 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.29M +$20.9K +1,927 +0.6%
AAM
17
Advisors Asset Management
Colorado
$3.29M -$145K -13,345 -4%
RJA
18
Raymond James & Associates
Florida
$3.27M +$538K +49,625 +20%
HFS
19
HL Financial Services
Kentucky
$3.27M -$80.6K -7,432 -2%
PVWM
20
Point View Wealth Management
New Jersey
$2.78M +$16.7K +1,543 +0.6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.53M +$57.2K +5,281 +2%
GWI
22
Grace & White Inc
New York
$2.26M
FFA
23
First Foundation Advisors
California
$2.05M +$38.9K +3,591 +2%
AA
24
Ancora Advisors
Ohio
$1.82M +$54.2K +5,000 +3%
NSIM
25
North Star Investment Management
Illinois
$1.55M +$78.8K +7,270 +5%