WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

90 hedge funds and large institutions have $219M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-8
Holders Change %
-8.16%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
42
Reduced
18
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPCM
Beach Point Capital Management
California
$11.3M
2
LPL Financial
LPL Financial
California
$2.57M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.46M
4
PAS
Park Avenue Securities
New York
$1.39M
5
PCM
Penserra Capital Management
California
$12M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$60.8M
2
1CP
1607 Capital Partners
Virginia
$10.3M
3
BL
BFSG LLC
California
$1
4
AC
Almitas Capital
California
$730K
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$60.8M -$48.9M -5,671,283 -45%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$20.8M – – –
RCM
3
Rivernorth Capital Management
Florida
$17.1M +$761K +88,237 +5%
PCM
4
Penserra Capital Management
California
$12M +$1M +116,463 +9%
BPCM
5
Beach Point Capital Management
California
$11.3M +$2.9M +336,271 +35%
1CP
6
1607 Capital Partners
Virginia
$10.3M -$10.3M -1,192,000 -50%
Invesco
7
Invesco
Georgia
$8.32M +$675K +78,180 +9%
Bank of America
8
Bank of America
North Carolina
$8.19M +$812K +94,070 +11%
SIA
9
Sit Investment Associates
Minnesota
$8M -$164K -18,983 -2%
PCM
10
PenderFund Capital Management
British Columbia, Canada
$5.02M +$90.9K +7,776 +2%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.62M +$82.7K +9,595 +2%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$4.41M -$159K -18,431 -3%
Stifel Financial
13
Stifel Financial
Missouri
$3.07M +$356K +41,246 +13%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.89M +$38.7K +4,490 +1%
LCM
15
Landscape Capital Management
New Jersey
$2.89M +$853K +98,833 +42%
LPL Financial
16
LPL Financial
California
$2.57M +$2.28M +264,087 +794%
WAM
17
Wakefield Asset Management
Colorado
$2.56M +$90.1K +10,441 +4%
RGC
18
Roberts, Glore & Co
Illinois
$2.2M -$411K -47,599 -16%
GC
19
Guggenheim Capital
Illinois
$2.03M +$515K +59,651 +34%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$1.81M +$41.3K +4,790 +2%
WP
21
WealthPLAN Partners
Nebraska
$1.8M +$21.5K +2,495 +1%
MC
22
Matisse Capital
Oregon
$1.72M +$769K +89,117 +81%
CL
23
CSS LLC
Illinois
$1.7M +$269K +31,220 +19%
TIM
24
Tortoise Investment Management
New York
$1.7M -$572K -66,258 -25%
GWI
25
Grace & White Inc
New York
$1.65M +$69.2K +8,024 +4%
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