Western Asset Inflation-Linked Opportunities & Income Fund
WIW
83 hedge funds and large institutions have $273M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 11 closing their positions.
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
2% more funds holding
Funds holding: 81 → 83 (+2)
4% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 25
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.03% less ownership
Funds ownership: 39.48% → 39.45% (-0.03%)
1% less capital invested
Capital invested by funds: $276M → $273M (-$2.47M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.58M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.31M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$873K |
| 4 |
SFPIA
Stevens First Principles Investment Advisors
Newport Beach,
California
|
+$726K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$670K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$2.88M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.71M |
| 3 |
First Eagle Investment Management
New York
|
-$1.62M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.6M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.56M |
WIW Hedge Fund Activity: Q1 2018 in Review
83 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2018, worth a combined $273M — down 0.9% from $276M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new WIW positions and 11 closed out — a net gain of 2 holders — while 26 added to existing stakes and 25 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.58M. The largest seller was Financial & Investment Management Group, exiting entirely with an estimated $2.88M sold.
- 83 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2018, up from 81 in Q4 2017.
- Funds reported $273M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2018, down 0.9% quarter-over-quarter.
- 13 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2018 and 11 closed out, a net change of +2 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2018 was Morgan Stanley, an estimated $4.58M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2018 was Financial & Investment Management Group, an estimated $2.88M sold.
Based on aggregated 13F filings for Q1 2018.