WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

80 hedge funds and large institutions have $325M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-8
Holders Change %
-9.09%
% of All Funds
1.64%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
23
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$16.9M
2
COLIM
City of London Investment Management
United Kingdom
$11M
3
PCP
Proficio Capital Partners
Massachusetts
$7.27M
4
HighTower Advisors
HighTower Advisors
Illinois
$10.5M
5
WCA
Windsor Creek Advisors
Vermont
$1.25M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$32.7M
2
MC
Matisse Capital
Oregon
$117K
3
Wells Fargo
Wells Fargo
California
$47.8M
4
Morgan Stanley
Morgan Stanley
New York
$16.5M
5
AA
Ancora Advisors
Ohio
$68K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$52.5M -$1.29M -117,781 -2%
Wells Fargo
2
Wells Fargo
California
$47.8M -$3.32M -303,284 -6%
SIA
3
Sit Investment Associates
Minnesota
$32.7M -$6.64M -605,556 -17%
1CP
4
1607 Capital Partners
Virginia
$32.2M -$336K -30,700 -1%
BlackRock
5
BlackRock
New York
$16.9M +$16.9M +1,539,963 New
Morgan Stanley
6
Morgan Stanley
New York
$16.5M -$1.63M -149,075 -9%
COLIM
7
City of London Investment Management
United Kingdom
$11M +$7.23M +659,800 +191%
Invesco
8
Invesco
Georgia
$10.9M +$258K +23,574 +2%
HighTower Advisors
9
HighTower Advisors
Illinois
$10.5M +$1.69M +154,047 +19%
BL
10
BFSG LLC
California
$8.53M +$85.1K +7,765 +1%
PCP
11
Proficio Capital Partners
Massachusetts
$7.27M +$3.85M +351,395 +113%
Bank of America
12
Bank of America
North Carolina
$6.92M -$907K -82,724 -12%
PCM
13
PenderFund Capital Management
British Columbia, Canada
$5.21M – – –
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$5.14M -$70.7K -6,449 -1%
BC
15
Bartlett & Co
Ohio
$4.86M -$34.5K -3,148 -0.7%
BCWM
16
Bartlett & Co Wealth Management
Ohio
$4.86M -$34.5K -3,148 -0.7%
RGC
17
Roberts, Glore & Co
Illinois
$4.81M +$103K +9,416 +2%
WAM
18
Wakefield Asset Management
Colorado
$3.62M -$317K -28,954 -8%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$3.45M -$26.2K -2,390 -0.8%
AAM
20
Advisors Asset Management
Colorado
$3.07M -$102K -9,339 -3%
UBS Group
21
UBS Group
Switzerland
$2.48M +$86K +7,847 +4%
PVWM
22
Point View Wealth Management
New Jersey
$2.14M -$27.4K -2,503 -1%
GWI
23
Grace & White Inc
New York
$2.11M -$25.2K -2,300 -1%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$1.79M +$56.7K +5,174 +3%
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$1.78M +$294K +26,031 +20%
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