WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

94 hedge funds and large institutions have $212M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
–
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
31
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$10.7M
2
1CP
2
1607 Capital Partners
Virginia
$17.5M
3
LPL Financial
3
LPL Financial
California
$3.68M
4
Capstone Investment Advisors
4
Capstone Investment Advisors
New York
$2.52M
5
PAG
5
Private Advisor Group
New Jersey
$5.51M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$58.1M
2
LCM
2
Landscape Capital Management
New Jersey
$934K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$19.8M
4
Bank of America
4
Bank of America
North Carolina
$5.1M
5
WAM
5
Wolverine Asset Management
Illinois
$78.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$58.1M -$14.1M -1,700,176 -19%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$19.8M -$1.49M -180,201 -7%
1CP
3
1607 Capital Partners
Virginia
$17.5M +$8.7M +1,051,868 +99%
RCM
4
Rivernorth Capital Management
Florida
$16.9M – – –
PCM
5
PenderFund Capital Management
British Columbia, Canada
$11.3M – – –
Wells Fargo
6
Wells Fargo
California
$10.7M +$10.6M +1,287,066 +85,747%
Invesco
7
Invesco
Georgia
$8.08M -$30.6K -3,699 -0.4%
PAG
8
Private Advisor Group
New Jersey
$5.51M +$1.28M +154,955 +30%
GC
9
Guggenheim Capital
Illinois
$5.42M +$1.24M +150,225 +30%
Bank of America
10
Bank of America
North Carolina
$5.1M -$1.37M -165,606 -21%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.23M -$41.7K -5,047 -1%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$4.2M -$176K -21,298 -4%
LPL Financial
13
LPL Financial
California
$3.68M +$3.24M +391,632 +740%
Capstone Investment Advisors
14
Capstone Investment Advisors
New York
$2.52M +$2.52M +305,290 New
WAM
15
Wakefield Asset Management
Colorado
$2.5M +$43.3K +5,237 +2%
Stifel Financial
16
Stifel Financial
Missouri
$2.21M -$374K -45,241 -15%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$2.18M -$1.36K -164 -0.1%
MC
18
Matisse Capital
Oregon
$1.91M -$4.14K -500 -0.2%
AF
19
Atala Financial
California
$1.81M +$1.81M +218,393 New
Osaic Holdings
20
Osaic Holdings
Arizona
$1.76M +$305K +36,880 +21%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.69M +$214K +25,885 +14%
PAS
22
Park Avenue Securities
New York
$1.44M +$67.2K +8,124 +5%
RGC
23
Roberts, Glore & Co
Illinois
$1.43M -$46.3K -5,602 -3%
SIA
24
Sit Investment Associates
Minnesota
$1.38M -$207K -25,000 -13%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.37M +$125K +15,133 +10%
1
2 3 4 5