WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

90 hedge funds and large institutions have $234M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
31
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$31.1M
2
PCM
2
Penserra Capital Management
California
$6.05M
3
Morgan Stanley
3
Morgan Stanley
New York
$46.7M
4
Bank of America
4
Bank of America
North Carolina
$6.53M
5
SAM
5
Stansberry Asset Management
Texas
$447K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$23.2M
2
COLIM
2
City of London Investment Management
United Kingdom
$1.43M
3
1CP
3
1607 Capital Partners
Virginia
$22.1M
4
AC
4
Almitas Capital
California
$1.13M
5
WAM
5
Wakefield Asset Management
Colorado
$2.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.7M 5,100,327 +555,170 +12%
RCM
2
Rivernorth Capital Management
Florida
$31.1M 3,403,961 +1,281,153 +60%
SIA
3
Sit Investment Associates
Minnesota
$23.2M 2,537,209 -1,808,637 -42%
1CP
4
1607 Capital Partners
Virginia
$22.1M 2,411,760 -175,100 -7%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$22.1M 2,411,239 – –
Invesco
6
Invesco
Georgia
$9.79M 1,069,987 -24,702 -2%
Bank of America
7
Bank of America
North Carolina
$6.53M 713,652 +108,367 +18%
PCM
8
Penserra Capital Management
California
$6.05M 660,916 +660,916 New
LPL Financial
9
LPL Financial
California
$5.73M 625,888 -134,514 -18%
BL
10
BFSG LLC
California
$5.32M 581,073 -14,330 -2%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.78M 522,417 +5,123 +1%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$4.27M 466,295 -12,328 -3%
RGC
13
Roberts, Glore & Co
Illinois
$4M 436,884 +11,263 +3%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$3.99M 435,960 -9,814 -2%
PCM
15
PenderFund Capital Management
British Columbia, Canada
$3.55M 287,378 +3,670 +1%
Stifel Financial
16
Stifel Financial
Missouri
$3.22M 351,955 -30,130 -8%
WAM
17
Wakefield Asset Management
Colorado
$2.3M 251,662 -147,181 -37%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$1.87M 204,739 -4,367 -2%
GWI
19
Grace & White Inc
New York
$1.68M 183,497 -700 -0.4%
PGFC
20
Peapack-Gladstone Financial Corp
New Jersey
$1.53M 166,683 -3,480 -2%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$1.44M 157,913 -4,200 -3%
COLIM
22
City of London Investment Management
United Kingdom
$1.43M 155,786 -376,919 -71%
WAM
23
Wolverine Asset Management
Illinois
$1.36M 148,515 +38,417 +35%
UBS Group
24
UBS Group
Switzerland
$1.28M 140,159 -45,810 -25%
AC
25
Almitas Capital
California
$1.13M 123,734 -169,723 -58%
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