We are live on ! Find out more
WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

64 hedge funds and large institutions have $239M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0.47% less ownership

Funds ownership: 34.81% → 34.34% (-0.47%)

3% less capital invested

Capital invested by funds: $247M → $239M (-$8.58M)

4% less funds holding

Funds holding: 67 → 64 (-3)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
6
Increased
21
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIMG
Financial & Investment Management Group
Michigan
+$13.8M
2
1CP
1607 Capital Partners
Virginia
+$2.92M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.88M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.23M
5
Invesco
Invesco
Georgia
+$427K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.72M
2
AIM
Assured Investment Management
New York
-$3M
3
CS
Credit Suisse
Switzerland
-$2.74M
4
MIG
Mariner Investment Group
New York
-$2.01M
5
EML
Eos Management LP
New York
-$1.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$809K +$203K +17,744 +33%
LPL Financial
27
LPL Financial
California
$732K -$170K -14,819 -19%
IAS
28
IMA Advisory Services
Colorado
$645K – – –
GC
29
Guggenheim Capital
Illinois
$640K – – –
PIA
30
Peachtree Investment Advisors
Georgia
$624K -$752K -65,565 -54%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$575K – – –
DA
32
Doliver Advisors
Texas
$436K -$1.08M -94,615 -71%
SHA
33
Smith Hayes Advisers
Nebraska
$436K +$22.9K +2,000 +5%
KAM
34
Knightsbridge Asset Management
California
$432K +$1.15K +100 +0.3%
TJHA
35
Thomas J. Herzfeld Advisors
Florida
$396K – – –
V
36
Veritable
Delaware
$359K – – –
CCB
37
Cutter & Co Brokerage
Missouri
$357K +$21.3K +1,859 +6%
WKWM
38
Walter & Keenan Wealth Management
Indiana
$316K – – –
PR
39
Payden & Rygel
California
$221K – – –
WS
40
Wedbush Securities
California
$207K +$149 +13 +0.1%
US Bancorp
41
US Bancorp
Minnesota
$203K +$8.03K +700 +4%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$195K -$8.49K -741 -4%
WAM
43
Wolverine Asset Management
Illinois
$176K +$179K +15,615 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$146K +$138K +12,000 +1,200%
CL
45
CSS LLC
Illinois
$142K +$1.22K +106 +0.9%
Citigroup
46
Citigroup
New York
$138K +$25.6K +2,234 +22%
MFS
47
MSI Financial Services
Massachusetts
$126K -$488K -42,530 -79%
LCS
48
Levin Capital Strategies
New York
$125K – – –
NPC
49
National Planning Corporation
California
$123K -$5.73K -500 -4%
SPC
50
Sigma Planning Corp
Michigan
$120K +$122K +10,636 New
1
2
3

WIW Hedge Fund Activity: Q4 2014 in Review

64 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2014, worth a combined $239M — down 3.5% from $247M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WIW and 6 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 21 added.

The largest buyer was Financial & Investment Management Group, adding an estimated $13.8M. The largest seller was Wells Fargo, cutting an estimated $8.72M.

  • 64 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2014, down from 67 in Q3 2014.
  • Funds reported $239M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2014, down 3.5% quarter-over-quarter.
  • 6 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2014 and 7 closed out, a net change of -1 holder.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2014 was Financial & Investment Management Group, an estimated $13.8M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2014 was Wells Fargo, an estimated $8.72M sold.

Based on aggregated 13F filings for Q4 2014.