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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

67 hedge funds and large institutions have $230M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

9% more capital invested

Capital invested by funds: $210M → $230M (+$19.8M)

1.84% more ownership

Funds ownership: 30.43% → 32.26% (+1.8%)

6% less funds holding

Funds holding: 71 → 67 (-4)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
6
Increased
18
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$8.86M
2
HK
Horizon Kinetics
New York
+$5.14M
3
CS
Credit Suisse
Switzerland
+$4.32M
4
MIG
Mariner Investment Group
New York
+$1.79M
5
RJA
Raymond James & Associates
Florida
+$1.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.04M
2
TC
TFS Capital
Pennsylvania
-$1.21M
3
SIA
Sit Investment Associates
Minnesota
-$1.13M
4
PPA
Parametric Portfolio Associates
Washington
-$648K
5
ST
Sentinel Trust
Texas
-$518K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Guggenheim Capital
Illinois
$788K -$102K -8,829 -12%
LCM
27
Landscape Capital Management
New Jersey
$773K -$117K -10,125 -13%
CA
28
Cornerstone Advisors
North Carolina
$728K -$145K -12,500 -17%
IAS
29
IMA Advisory Services
Colorado
$664K +$14.2K +1,230 +2%
HighTower Advisors
30
HighTower Advisors
Illinois
$566K +$39.7K +3,429 +8%
GWI
31
Grace & White Inc
New York
$497K – – –
KFS
32
KMS Financial Services
Washington
$496K -$81K -7,000 -14%
TJHA
33
Thomas J. Herzfeld Advisors
Florida
$489K – – –
SHA
34
Smith Hayes Advisers
Nebraska
$397K – – –
V
35
Veritable
Delaware
$369K – – –
WKWM
36
Walter & Keenan Wealth Management
Indiana
$326K +$324K +28,000 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$320K +$266K +23,026 +517%
SIA
38
Sit Investment Associates
Minnesota
$312K -$1.13M -97,400 -78%
CCB
39
Cutter & Co Brokerage
Missouri
$288K +$37.1K +3,207 +15%
TWM
40
Torch Wealth Management
Ohio
$272K -$27.7K -2,398 -9%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$259K +$787 +68 +0.3%
TC
42
TFS Capital
Pennsylvania
$250K -$1.21M -105,028 -83%
PR
43
Payden & Rygel
California
$228K – – –
CPO
44
Cerity Partners OCIO
New York
$224K -$195K -16,875 -47%
WS
45
Wedbush Securities
California
$211K – – –
KAM
46
Knightsbridge Asset Management
California
$208K +$207K +17,900 New
AP
47
Advisors Preferred
Maryland
$207K +$112K +9,656 +119%
CL
48
CSS LLC
Illinois
$144K +$821 +71 +0.6%
NPC
49
National Planning Corporation
California
$132K – – –
LCS
50
Levin Capital Strategies
New York
$129K – – –
1
2
3 4

WIW Hedge Fund Activity: Q1 2014 in Review

67 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2014, worth a combined $230M — up 9.4% from $210M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of WIW and 6 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 18 added.

The largest buyer was Karpus Investment Management, adding an estimated $8.86M. The largest seller was Morgan Stanley, cutting an estimated $3.04M.

  • 67 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2014, down from 71 in Q4 2013.
  • Funds reported $230M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2014, up 9.4% quarter-over-quarter.
  • 6 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2014 and 10 closed out, a net change of -4 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2014 was Karpus Investment Management, an estimated $8.86M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2014 was Morgan Stanley, an estimated $3.04M sold.

Based on aggregated 13F filings for Q1 2014.