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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

72 hedge funds and large institutions have $232M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

4% more funds holding

Funds holding: 69 → 72 (+3)

2% more capital invested

Capital invested by funds: $227M → $232M (+$4.43M)

0.9% more ownership

Funds ownership: 35.67% → 36.57% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
7
Increased
27
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$1.9M
2
FIMG
Financial & Investment Management Group
Michigan
+$1.75M
3
Morgan Stanley
Morgan Stanley
New York
+$1.58M
4
COLIM
City of London Investment Management
United Kingdom
+$1.35M
5
RGC
Roberts, Glore & Co
Illinois
+$1.1M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$2.88M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.28M
3
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
-$650K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$380K
5
DA
Doliver Advisors
Texas
-$307K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$1.13M +$540K +51,919 +91%
IA
27
Icon Advisers
Colorado
$1.12M +$171K +16,458 +18%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$1.1M -$107K -10,314 -9%
RGC
29
Roberts, Glore & Co
Illinois
$1.08M +$1.1M +105,450 New
WAM
30
Wolverine Asset Management
Illinois
$932K +$577K +55,488 +158%
UBS Group
31
UBS Group
Switzerland
$858K -$232K -22,302 -21%
RJA
32
Raymond James & Associates
Florida
$800K -$11.9K -1,148 -1%
GC
33
Guggenheim Capital
Illinois
$579K +$40.1K +3,857 +7%
SG Americas Securities
34
SG Americas Securities
New York
$572K +$578K +55,618 New
ICM
35
Ionic Capital Management
New York
$559K +$182K +17,506 +48%
CFN
36
Cordasco Financial Network
Florida
$538K -$130K -12,500 -19%
DA
37
Doliver Advisors
Texas
$474K -$307K -29,474 -39%
KAM
38
Knightsbridge Asset Management
California
$465K -$11.4K -1,100 -2%
Squarepoint
39
Squarepoint
New York
$465K +$470K +45,200 New
SHA
40
Smith Hayes Advisers
Nebraska
$413K +$4.16K +400 +1%
UR
41
USCA RIA
Texas
$400K +$104K +10,000 +35%
WKWM
42
Walter & Keenan Wealth Management
Indiana
$340K – – –
CA
43
Cetera Advisors
Colorado
$319K -$73.8K -7,100 -19%
WAM
44
Weiss Asset Management
Massachusetts
$308K +$312K +29,977 New
VKH
45
Virtu KCG Holdings
New York
$306K +$114K +10,975 +59%
PR
46
Payden & Rygel
California
$202K – – –
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$185K +$8.85K +851 +5%
TWM
48
Torch Wealth Management
Ohio
$178K -$15.6K -1,496 -8%
US Bancorp
49
US Bancorp
Minnesota
$169K – – –
WS
50
Wedbush Securities
California
$161K -$17.1K -1,642 -9%
1
2
3 4

WIW Hedge Fund Activity: Q4 2015 in Review

72 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2015, worth a combined $232M — up 1.9% from $227M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WIW positions and 4 closed out — a net gain of 3 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $1.9M. The largest seller was Karpus Investment Management, cutting an estimated $2.88M.

  • 72 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2015, up from 69 in Q3 2015.
  • Funds reported $232M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2015, up 1.9% quarter-over-quarter.
  • 7 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2015 and 4 closed out, a net change of +3 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2015 was HighTower Advisors, an estimated $1.9M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2015 was Karpus Investment Management, an estimated $2.88M sold.

Based on aggregated 13F filings for Q4 2015.