WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

98 hedge funds and large institutions have $274M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
25
Reduced
34
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$110M
2
BPCM
2
Beach Point Capital Management
California
$8.45M
3
WP
3
WealthPLAN Partners
Nebraska
$1.78M
4
LCM
4
Landscape Capital Management
New Jersey
$2.05M
5
PCM
5
Penserra Capital Management
California
$11.1M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$16.4M
2
SIA
2
Sit Investment Associates
Minnesota
$8.2M
3
UBS Group
3
UBS Group
Switzerland
$951K
4
WAM
4
Wolverine Asset Management
Illinois
$468K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$110M +$53.7M +6,196,811 +95%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$20.9M – – –
1CP
3
1607 Capital Partners
Virginia
$20.7M -$124K -14,300 -0.6%
RCM
4
Rivernorth Capital Management
Florida
$16.4M -$6.86M -791,373 -29%
PCM
5
Penserra Capital Management
California
$11.1M +$767K +88,470 +7%
BPCM
6
Beach Point Capital Management
California
$8.45M +$8.45M +974,435 New
SIA
7
Sit Investment Associates
Minnesota
$8.2M -$3.22M -371,602 -28%
Invesco
8
Invesco
Georgia
$7.68M +$422K +48,659 +6%
Bank of America
9
Bank of America
North Carolina
$7.41M +$107K +12,312 +1%
PCM
10
PenderFund Capital Management
British Columbia, Canada
$4.84M +$60.2K +5,240 +1%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$4.59M +$244K +28,095 +6%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.56M -$112K -12,938 -2%
BL
13
BFSG LLC
California
$4.33M -$95.2K -10,982 -2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.87M -$854K -98,493 -23%
Stifel Financial
15
Stifel Financial
Missouri
$2.72M -$328K -37,789 -11%
RGC
16
Roberts, Glore & Co
Illinois
$2.62M -$802K -92,521 -23%
WAM
17
Wakefield Asset Management
Colorado
$2.48M +$90K +10,379 +4%
TIM
18
Tortoise Investment Management
New York
$2.29M -$134K -15,481 -6%
LCM
19
Landscape Capital Management
New Jersey
$2.05M +$1.53M +176,709 +297%
AC
20
Almitas Capital
California
$1.78M +$355K +40,941 +25%
WP
21
WealthPLAN Partners
Nebraska
$1.78M +$1.78M +205,650 New
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$1.77M – – –
GWI
23
Grace & White Inc
New York
$1.59M – – –
GC
24
Guggenheim Capital
Illinois
$1.52M +$111K +12,824 +8%
CL
25
CSS LLC
Illinois
$1.44M +$353K +40,746 +32%
1
2 3 4 5