WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

89 hedge funds and large institutions have $343M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
28
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$86.7M
2
LPL Financial
2
LPL Financial
California
$9.71M
3
Morgan Stanley
3
Morgan Stanley
New York
$30.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.64M
5
PPA
5
Parametric Portfolio Associates
Washington
$19.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.54M
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$314K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.69M
5
1CP
5
1607 Capital Partners
Virginia
$38.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$86.7M 6,381,884 +2,092,577 +49%
1CP
2
1607 Capital Partners
Virginia
$38.3M 2,821,240 -242,900 -8%
Morgan Stanley
3
Morgan Stanley
New York
$30.7M 2,262,759 +167,745 +8%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$27.6M 2,033,784 +2,033,784 New
PPA
5
Parametric Portfolio Associates
Washington
$19.3M 1,419,439 +90,679 +7%
BL
6
BFSG LLC
California
$14.8M 1,091,116 +3,324 +0.3%
Invesco
7
Invesco
Georgia
$13.9M 1,020,383 +40,011 +4%
COLIM
8
City of London Investment Management
United Kingdom
$11M 812,437 +24,154 +3%
LPL Financial
9
LPL Financial
California
$9.71M 714,854 +282,605 +65%
Bank of America
10
Bank of America
North Carolina
$8.82M 649,735 +67,188 +12%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$6.74M 496,587 +14,330 +3%
RGC
12
Roberts, Glore & Co
Illinois
$5.62M 413,619 +1,438 +0.3%
WAM
13
Wakefield Asset Management
Colorado
$5.46M 401,700 +19,668 +5%
Stifel Financial
14
Stifel Financial
Missouri
$5.05M 371,566 +26,003 +8%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$4.57M 336,293 -6,773 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.4M 250,014 -2,467 -1%
CPC
17
Congress Park Capital
New York
$3.39M 249,229 +28,800 +13%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$2.93M 215,870 +17,615 +9%
UBS Group
19
UBS Group
Switzerland
$2.64M 194,220 -164,392 -46%
GWI
20
Grace & White Inc
New York
$2.57M 189,372 – –
PGFC
21
Peapack-Gladstone Financial Corp
New Jersey
$2.41M 177,308 -4,201 -2%
RJA
22
Raymond James & Associates
Florida
$2.26M 166,535 -18,472 -10%
USCWA
23
U.S. Capital Wealth Advisors
Texas
$1.98M 146,123 -120 -0.1%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$1.75M 129,086 +3,347 +3%
OA
25
Oxbow Advisors
Texas
$1.73M 127,130 -365 -0.3%
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