WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

87 hedge funds and large institutions have $208M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.6M
2
PCM
2
Penserra Capital Management
California
$9.79M
3
PCM
3
PenderFund Capital Management
British Columbia, Canada
$4.66M
4
Comerica Bank
4
Comerica Bank
Texas
$359K
5
CL
5
CSS LLC
Illinois
$1.03M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$22.1M
2
APWA
2
Atlas Private Wealth Advisors
New Jersey
$0
3
Invesco
3
Invesco
Georgia
$6.89M
4
LPL Financial
4
LPL Financial
California
$581K
5
AC
5
Almitas Capital
California
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.6M 6,514,265 +916,706 +16%
RCM
2
Rivernorth Capital Management
Florida
$22.1M 2,686,967 -1,050,397 -28%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$19.8M 2,411,239 – –
1CP
4
1607 Capital Partners
Virginia
$19.7M 2,397,060 – –
SIA
5
Sit Investment Associates
Minnesota
$10.8M 1,316,953 -40,670 -3%
PCM
6
Penserra Capital Management
California
$9.79M 1,189,843 +480,396 +68%
Bank of America
7
Bank of America
North Carolina
$6.94M 842,922 -19,724 -2%
Invesco
8
Invesco
Georgia
$6.89M 837,290 -186,626 -18%
PCM
9
PenderFund Capital Management
British Columbia, Canada
$4.66M 416,436 +117,625 +39%
HighTower Advisors
10
HighTower Advisors
Illinois
$4.43M 538,701 -15,795 -3%
BL
11
BFSG LLC
California
$4.2M 510,523 -4,020 -0.8%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$4.13M 501,805 +34,145 +7%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$3.53M 429,112 -30,308 -7%
RGC
14
Roberts, Glore & Co
Illinois
$3.25M 395,139 -28,341 -7%
Stifel Financial
15
Stifel Financial
Missouri
$2.9M 351,933 +16,878 +5%
UBS Group
16
UBS Group
Switzerland
$2.69M 327,424 -36,106 -10%
TIM
17
Tortoise Investment Management
New York
$2.3M 279,144 +5,895 +2%
WAM
18
Wakefield Asset Management
Colorado
$2.27M 275,750 -20,469 -7%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$1.68M 204,505 -234 -0.1%
GWI
20
Grace & White Inc
New York
$1.51M 183,497 – –
AC
21
Almitas Capital
California
$1.36M 164,733 -105,541 -39%
GC
22
Guggenheim Capital
Illinois
$1.34M 162,544 +31,887 +24%
WAM
23
Wolverine Asset Management
Illinois
$1.3M 157,987 +14,320 +10%
USCWA
24
U.S. Capital Wealth Advisors
Texas
$1.28M 155,663 -500 -0.3%
PGFC
25
Peapack-Gladstone Financial Corp
New Jersey
$1.24M 150,087 -3,705 -2%
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