WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

82 hedge funds and large institutions have $267M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.83%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
16
Increased
21
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$13.6M
2
SFPIA
Stevens First Principles Investment Advisors
California
+$9.08M
3
FIMG
Financial & Investment Management Group
Michigan
+$7.17M
4
Wells Fargo
Wells Fargo
California
+$2.5M
5
1CP
1607 Capital Partners
Virginia
+$1.49M

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$5.42M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$4.42M
3
RGC
Roberts, Glore & Co
Illinois
-$2.41M
4
UBS Group
UBS Group
Switzerland
-$2.12M
5
Bank of America
Bank of America
North Carolina
-$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$78.5M +$2.5M +246,752 +3%
1CP
2
1607 Capital Partners
Virginia
$26.4M +$1.49M +146,700 +6%
SIA
3
Sit Investment Associates
Minnesota
$23.5M +$13.6M +1,342,452 +138%
RCM
4
Rivernorth Capital Management
Florida
$17.6M -$356K -35,025 -2%
Morgan Stanley
5
Morgan Stanley
New York
$13.5M -$1.37M -134,911 -9%
KIM
6
Karpus Investment Management
New York
$10.5M -$83.5K -8,230 -0.8%
SFPIA
7
Stevens First Principles Investment Advisors
California
$9.08M +$9.08M +894,114 New
Invesco
8
Invesco
Georgia
$8.35M -$257K -25,282 -3%
Bank of America
9
Bank of America
North Carolina
$8.18M -$1.64M -161,216 -17%
HighTower Advisors
10
HighTower Advisors
Illinois
$8.1M +$28K +2,760 +0.3%
FIMG
11
Financial & Investment Management Group
Michigan
$7.17M +$7.17M +706,203 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$5.11M -$266K -26,195 -5%
WAM
13
Wakefield Asset Management
Colorado
$3.52M +$172K +16,930 +5%
RGC
14
Roberts, Glore & Co
Illinois
$3.2M -$2.41M -237,417 -43%
AAM
15
Advisors Asset Management
Colorado
$3.17M +$96.3K +9,486 +3%
HFS
16
HL Financial Services
Kentucky
$3.1M +$34.8K +3,428 +1%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$3.04M -$41.8K -4,116 -1%
RJA
18
Raymond James & Associates
Florida
$2.66M -$402K -39,586 -13%
PVWM
19
Point View Wealth Management
New Jersey
$2.55M -$59.8K -5,895 -2%
GWI
20
Grace & White Inc
New York
$2.12M – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.99M -$379K -37,314 -16%
FFA
22
First Foundation Advisors
California
$1.94M +$19.5K +1,925 +1%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$1.67M +$1.48M +145,909 +805%
AA
24
Ancora Advisors
Ohio
$1.63M -$68.2K -6,716 -4%
LCM
25
Landscape Capital Management
New Jersey
$1.55M +$646K +63,648 +71%
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