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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

71 hedge funds and large institutions have $210M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

29% more funds holding

Funds holding: 55 → 71 (+16)

9% more capital invested

Capital invested by funds: $193M → $210M (+$16.5M)

3.19% more ownership

Funds ownership: 27.24% → 30.43% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

Holders
71
Holders Change
+16
Holders Change %
+29.09%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
18
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$12.3M
2
FIMG
Financial & Investment Management Group
Michigan
+$5.94M
3
HK
Horizon Kinetics
New York
+$1.05M
4
DA
Doliver Advisors
Texas
+$735K
5
TC
TFS Capital
Pennsylvania
+$568K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.78M
2
Morgan Stanley
Morgan Stanley
New York
-$1.04M
3
U
UBS
Switzerland
-$852K
4
PPA
Parametric Portfolio Associates
Washington
-$796K
5
B
Baird
Wisconsin
-$534K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$863K +$879K +76,586 New
CA
27
Cornerstone Advisors
North Carolina
$846K -$288K -25,100 -25%
PPA
28
Parametric Portfolio Associates
Washington
$648K -$796K -69,282 -55%
IAS
29
IMA Advisory Services
Colorado
$629K – – –
KFS
30
KMS Financial Services
Washington
$560K -$69.5K -6,050 -11%
ST
31
Sentinel Trust
Texas
$518K – – –
HighTower Advisors
32
HighTower Advisors
Illinois
$510K -$448 -39 -0.1%
GWI
33
Grace & White Inc
New York
$481K +$257K +22,417 +110%
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$474K -$54K -4,706 -10%
SG Americas Securities
35
SG Americas Securities
New York
$429K +$437K +38,093 New
PP
36
Paloma Partners
Connecticut
$411K +$419K +36,486 New
CPO
37
Cerity Partners OCIO
New York
$407K -$115K -10,050 -22%
SHA
38
Smith Hayes Advisers
Nebraska
$384K – – –
V
39
Veritable
Delaware
$358K – – –
TWM
40
Torch Wealth Management
Ohio
$291K +$296K +25,800 New
VAM
41
Visium Asset Management
New York
$273K +$3.66K +319 +1%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$250K -$23.2K -2,024 -8%
CCB
43
Cutter & Co Brokerage
Missouri
$243K +$62.6K +5,455 +34%
PR
44
Payden & Rygel
California
$221K – – –
WS
45
Wedbush Securities
California
$205K +$2.3K +200 +1%
Jane Street
46
Jane Street
New York
$200K +$204K +17,746 New
VKH
47
Virtu KCG Holdings
New York
$177K +$181K +15,748 New
Goldman Sachs
48
Goldman Sachs
New York
$162K +$165K +14,406 New
CL
49
CSS LLC
Illinois
$138K +$141K +12,268 New
TRCT
50
Tower Research Capital (TRC)
New York
$134K +$66.8K +5,816 +95%
1
2
3

WIW Hedge Fund Activity: Q4 2013 in Review

71 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2013, worth a combined $210M — up 8.5% from $193M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new WIW positions and 4 closed out — a net gain of 16 holders — while 18 added to existing stakes and 22 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $12.3M. The largest seller was Bank of America, cutting an estimated $2.78M.

  • 71 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2013, up from 55 in Q3 2013.
  • Funds reported $210M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2013, up 8.5% quarter-over-quarter.
  • 20 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2013 and 4 closed out, a net change of +16 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2013 was 1607 Capital Partners, an estimated $12.3M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2013 was Bank of America, an estimated $2.78M sold.

Based on aggregated 13F filings for Q4 2013.