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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

77 hedge funds and large institutions have $256M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

5% more funds holding

Funds holding: 73 → 77 (+4)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.53% less ownership

Funds ownership: 38.02% → 37.49% (-0.53%)

1% less capital invested

Capital invested by funds: $259M → $256M (-$2.92M)

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
11
Increased
26
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$5.83M
2
Wells Fargo
Wells Fargo
California
+$3.65M
3
FFA
First Foundation Advisors
California
+$2.34M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$693K
5
RGC
Roberts, Glore & Co
Illinois
+$619K

Top Sellers

Rank Fund Capital Flow
1
FIMG
Financial & Investment Management Group
Michigan
-$11.9M
2
Bank of America
Bank of America
North Carolina
-$2.29M
3
SIA
Sit Investment Associates
Minnesota
-$1.94M
4
1CP
1607 Capital Partners
Virginia
-$972K
5
Invesco
Invesco
Georgia
-$730K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Ancora Advisors
Ohio
$1.54M – – –
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.44M -$24.6K -2,206 -2%
RJA
28
Raymond James & Associates
Florida
$1.37M -$12.4K -1,115 -0.9%
LCM
29
Landscape Capital Management
New Jersey
$1.25M +$569K +50,989 +83%
UR
30
USCA RIA
Texas
$1.08M +$11.2K +1,000 +1%
NSIM
31
North Star Investment Management
Illinois
$835K +$213K +19,111 +34%
LPL Financial
32
LPL Financial
California
$584K -$7.01K -629 -1%
GC
33
Guggenheim Capital
Illinois
$572K -$56.2K -5,040 -9%
MML Investors Services
34
MML Investors Services
Massachusetts
$536K +$535K +47,941 New
PAG
35
Private Advisor Group
New Jersey
$485K +$38.7K +3,470 +9%
DADC
36
D.A. Davidson & Co
Montana
$453K +$9.3K +834 +2%
SG Americas Securities
37
SG Americas Securities
New York
$428K +$427K +38,290 New
MIG
38
Mariner Investment Group
New York
$393K -$321K -28,757 -45%
COLIM
39
City of London Investment Management
United Kingdom
$367K -$561K -50,288 -60%
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$343K +$108K +9,700 +46%
WS
41
Wedbush Securities
California
$340K -$113K -10,121 -25%
WKWM
42
Walter & Keenan Wealth Management
Indiana
$281K +$34K +3,047 +14%
TG
43
Threshold Group
Washington
$257K – – –
DA
44
Doliver Advisors
Texas
$234K +$233K +20,932 New
PR
45
Payden & Rygel
California
$219K – – –
US Bancorp
46
US Bancorp
Minnesota
$201K – – –
DIS
47
Diversified Investment Strategies
Louisiana
$163K – – –
Fiera Capital (Canada)
48
Fiera Capital (Canada)
Quebec, Canada
$153K -$40K -3,591 -21%
DAS
49
Dynamic Advisor Solutions
Arizona
$152K +$152K +13,590 New
CL
50
CSS LLC
Illinois
$149K +$435 +39 +0.3%
1
2
3 4

WIW Hedge Fund Activity: Q1 2017 in Review

77 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2017, worth a combined $256M — down 1.1% from $259M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WIW positions and 6 closed out — a net gain of 5 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $5.83M. The largest seller was Financial & Investment Management Group, cutting an estimated $11.9M.

  • 77 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2017, up from 73 in Q4 2016.
  • Funds reported $256M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2017, down 1.1% quarter-over-quarter.
  • 11 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2017 and 6 closed out, a net change of +5 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2017 was Rivernorth Capital Management, an estimated $5.83M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2017 was Financial & Investment Management Group, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2017.