WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

88 hedge funds and large institutions have $277M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
27
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$16.7M
2
PCP
Proficio Capital Partners
Massachusetts
+$3.02M
3
COLIM
City of London Investment Management
United Kingdom
+$2.7M
4
PCM
PenderFund Capital Management
British Columbia, Canada
+$2.69M
5
MC
Matisse Capital
Oregon
+$2.09M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$8.1M
2
KIM
Karpus Investment Management
New York
-$8.01M
3
Morgan Stanley
Morgan Stanley
New York
-$3.16M
4
1CP
1607 Capital Partners
Virginia
-$1.9M
5
Wells Fargo
Wells Fargo
California
-$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$46.9M +$16.7M +1,746,973 +55%
Wells Fargo
2
Wells Fargo
California
$44.6M -$1.8M -188,732 -4%
SIA
3
Sit Investment Associates
Minnesota
$34.3M -$8.1M -847,741 -19%
1CP
4
1607 Capital Partners
Virginia
$28.4M -$1.9M -198,600 -6%
Morgan Stanley
5
Morgan Stanley
New York
$15.8M -$3.16M -330,470 -17%
Invesco
6
Invesco
Georgia
$9.28M -$108K -11,345 -1%
HighTower Advisors
7
HighTower Advisors
Illinois
$7.71M -$240K -25,136 -3%
BL
8
BFSG LLC
California
$7.37M -$440K -46,050 -6%
Bank of America
9
Bank of America
North Carolina
$6.83M -$513K -53,613 -7%
PCM
10
PenderFund Capital Management
British Columbia, Canada
$4.71M +$2.69M +200,000 +133%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$4.55M -$46.1K -4,825 -1%
BC
12
Bartlett & Co
Ohio
$4.27M +$4.27M +446,541 New
BCWM
13
Bartlett & Co Wealth Management
Ohio
$4.27M +$91.7K +9,596 +2%
RGC
14
Roberts, Glore & Co
Illinois
$4.11M -$39.9K -4,171 -1%
MC
15
Matisse Capital
Oregon
$3.84M +$2.09M +218,141 +119%
WAM
16
Wakefield Asset Management
Colorado
$3.44M +$309K +32,296 +10%
COLIM
17
City of London Investment Management
United Kingdom
$3.35M +$2.7M +278,478 +418%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$3.03M +$52.9K +5,535 +2%
PCP
19
Proficio Capital Partners
Massachusetts
$3.02M +$3.02M +312,168 New
AAM
20
Advisors Asset Management
Colorado
$2.77M +$99.9K +10,447 +4%
UBS Group
21
UBS Group
Switzerland
$2.09M +$658K +68,782 +46%
PVWM
22
Point View Wealth Management
New Jersey
$1.89M -$116K -12,184 -6%
GWI
23
Grace & White Inc
New York
$1.87M -$111K -11,587 -6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.76M +$69.7K +7,292 +4%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.57M -$1.14M -119,312 -42%
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