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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

67 hedge funds and large institutions have $247M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

0.58% more ownership

Funds ownership: 34.22% → 34.81% (+0.58%)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

4% less capital invested

Capital invested by funds: $258M → $247M (-$10.6M)

1% less funds holding

Funds holding: 68 → 67 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
4
Increased
20
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$6.19M
2
GWI
Grace & White Inc
New York
+$1.44M
3
MIG
Mariner Investment Group
New York
+$1.38M
4
Invesco
Invesco
Georgia
+$891K
5
DA
Doliver Advisors
Texas
+$721K

Top Sellers

Rank Fund Capital Flow
1
FIMG
Financial & Investment Management Group
Michigan
-$3.62M
2
EML
Eos Management LP
New York
-$1.28M
3
Morgan Stanley
Morgan Stanley
New York
-$1.23M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$394K
5
KIM
Karpus Investment Management
New York
-$325K
Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
26
KMS Financial Services
Washington
$1.11M +$96.8K +8,050 +9%
LPL Financial
27
LPL Financial
California
$930K +$97.9K +8,139 +11%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$716K +$469K +38,975 +171%
IAS
29
IMA Advisory Services
Colorado
$662K – – –
GC
30
Guggenheim Capital
Illinois
$657K -$133K -11,095 -16%
HighTower Advisors
31
HighTower Advisors
Illinois
$637K -$2.78K -231 -0.4%
LCM
32
Landscape Capital Management
New Jersey
$624K +$73.1K +6,073 +13%
MFS
33
MSI Financial Services
Massachusetts
$623K -$48K -3,990 -7%
KAM
34
Knightsbridge Asset Management
California
$442K +$251K +20,860 +121%
SHA
35
Smith Hayes Advisers
Nebraska
$424K – – –
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$407K – – –
V
37
Veritable
Delaware
$368K – – –
CCB
38
Cutter & Co Brokerage
Missouri
$345K +$63.9K +5,314 +22%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$341K – – –
WKWM
40
Walter & Keenan Wealth Management
Indiana
$325K – – –
PR
41
Payden & Rygel
California
$227K – – –
WS
42
Wedbush Securities
California
$212K +$132 +11 +0.1%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$208K -$52.4K -4,353 -19%
US Bancorp
44
US Bancorp
Minnesota
$199K +$189K +15,743 +1,050%
TWM
45
Torch Wealth Management
Ohio
$192K -$72.2K -5,998 -27%
TC
46
TFS Capital
Pennsylvania
$176K +$182K +15,162 New
Goldman Sachs
47
Goldman Sachs
New York
$162K +$168K +14,001 New
CL
48
CSS LLC
Illinois
$145K +$782 +65 +0.5%
CPO
49
Cerity Partners OCIO
New York
$145K +$150K +12,482 New
NPC
50
National Planning Corporation
California
$132K – – –
1
2
3

WIW Hedge Fund Activity: Q3 2014 in Review

67 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2014, worth a combined $247M — down 4.1% from $258M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of WIW and 4 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 20 added.

The largest buyer was 1607 Capital Partners, adding an estimated $6.19M. The largest seller was Financial & Investment Management Group, cutting an estimated $3.62M.

  • 67 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2014, down from 68 in Q2 2014.
  • Funds reported $247M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2014, down 4.1% quarter-over-quarter.
  • 4 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2014 and 5 closed out, a net change of -1 holder.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2014 was 1607 Capital Partners, an estimated $6.19M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2014 was Financial & Investment Management Group, an estimated $3.62M sold.

Based on aggregated 13F filings for Q3 2014.