WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

85 hedge funds and large institutions have $282M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
26
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BL
BFSG LLC
California
$9.31M
2
SIA
Sit Investment Associates
Minnesota
$42.3M
3
BCWM
Bartlett & Co Wealth Management
Ohio
$3.2M
4
BC
Bartlett & Co
Ohio
$3.2M
5
Morgan Stanley
Morgan Stanley
New York
$20.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$78.1M
2
RJA
Raymond James & Associates
Florida
$1.43M
3
MML Investors Services
MML Investors Services
Massachusetts
$995K
4
LCM
Landscape Capital Management
New Jersey
$1.17M
5
Invesco
Invesco
Georgia
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$78.1M -$8.3M -749,340 -10%
SIA
2
Sit Investment Associates
Minnesota
$42.3M +$4.08M +368,612 +11%
1CP
3
1607 Capital Partners
Virginia
$34.3M +$145K +13,100 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$20.2M +$2.52M +227,025 +14%
Invesco
5
Invesco
Georgia
$10.3M -$346K -31,267 -3%
BL
6
BFSG LLC
California
$9.31M +$9.31M +841,588 New
HighTower Advisors
7
HighTower Advisors
Illinois
$8.97M +$25.5K +2,305 +0.3%
Bank of America
8
Bank of America
North Carolina
$7.95M -$53.3K -4,811 -0.7%
KIM
9
Karpus Investment Management
New York
$7.91M -$316K -28,525 -4%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$5.29M -$88.2K -7,959 -2%
WAM
11
Wakefield Asset Management
Colorado
$3.6M +$120K +10,859 +3%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$3.51M +$222 +20 +0%
BCWM
13
Bartlett & Co Wealth Management
Ohio
$3.2M +$3.2M +288,830 New
BC
14
Bartlett & Co
Ohio
$3.2M +$3.2M +288,830 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$3.08M -$107K -9,658 -3%
RGC
16
Roberts, Glore & Co
Illinois
$3.04M -$159K -14,385 -5%
AAM
17
Advisors Asset Management
Colorado
$2.99M -$326K -29,411 -10%
PVWM
18
Point View Wealth Management
New Jersey
$2.39M -$307K -27,675 -11%
GWI
19
Grace & White Inc
New York
$2.29M -$23.3K -2,100 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2M -$47.4K -4,283 -2%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$1.79M -$13.7K -1,237 -0.8%
UBS Group
22
UBS Group
Switzerland
$1.76M +$12.3K +1,111 +0.7%
AA
23
Ancora Advisors
Ohio
$1.63M – – –
AL
24
Arnhold LLC
New York
$1.63M – – –
Stifel Financial
25
Stifel Financial
Missouri
$1.56M +$7.49K +677 +0.5%
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