WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

88 hedge funds and large institutions have $321M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
11
Increased
38
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$7.13M
2
RCM
Rivernorth Capital Management
Florida
+$5.57M
3
MC
Matisse Capital
Oregon
+$2.12M
4
Morgan Stanley
Morgan Stanley
New York
+$1.85M
5
RGC
Roberts, Glore & Co
Illinois
+$1.84M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$25.3M
2
WAM
Wolverine Asset Management
Illinois
-$1.22M
3
BL
BFSG LLC
California
-$288K
4
LCM
Landscape Capital Management
New Jersey
-$273K
5
RJA
Raymond James & Associates
Florida
-$237K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$56M -$25.3M -2,190,609 -31%
SIA
2
Sit Investment Associates
Minnesota
$51.2M +$7.13M +617,469 +16%
1CP
3
1607 Capital Partners
Virginia
$36.5M +$789K +68,400 +2%
RCM
4
Rivernorth Capital Management
Florida
$36.4M +$5.57M +482,462 +18%
Morgan Stanley
5
Morgan Stanley
New York
$22.9M +$1.85M +160,591 +9%
Invesco
6
Invesco
Georgia
$11.3M +$572K +49,607 +5%
HighTower Advisors
7
HighTower Advisors
Illinois
$9.58M +$247K +21,413 +3%
BL
8
BFSG LLC
California
$9.42M -$288K -24,925 -3%
Bank of America
9
Bank of America
North Carolina
$8.86M +$576K +49,883 +7%
KIM
10
Karpus Investment Management
New York
$8.01M -$233K -20,195 -3%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$5.54M +$28.3K +2,450 +0.5%
BCWM
12
Bartlett & Co Wealth Management
Ohio
$5.04M +$1.71M +148,115 +51%
RGC
13
Roberts, Glore & Co
Illinois
$5.01M +$1.84M +159,826 +58%
WAM
14
Wakefield Asset Management
Colorado
$3.78M +$28.9K +2,500 +0.8%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$3.59M -$66.6K -5,768 -2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.27M +$65.1K +5,637 +2%
AAM
17
Advisors Asset Management
Colorado
$3.22M +$109K +9,404 +3%
PVWM
18
Point View Wealth Management
New Jersey
$2.42M -$71.1K -6,165 -3%
GWI
19
Grace & White Inc
New York
$2.39M – – –
PCM
20
PenderFund Capital Management
British Columbia, Canada
$2.25M +$1.5M +100,000 +200%
MC
21
Matisse Capital
Oregon
$2.12M +$2.12M +183,916 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.04M -$45.6K -3,948 -2%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$1.87M +$5.39K +467 +0.3%
NSIM
24
North Star Investment Management
Illinois
$1.82M +$273K +23,654 +18%
UBS Group
25
UBS Group
Switzerland
$1.73M -$104K -9,047 -6%
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