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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

82 hedge funds and large institutions have $267M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

5% more funds holding

Funds holding: 78 → 82 (+4)

3.56% more ownership

Funds ownership: 39.52% → 43.08% (+3.6%)

2% more capital invested

Capital invested by funds: $262M → $267M (+$5.68M)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.83%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
16
Increased
21
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$13.9M
2
SFPIA
Stevens First Principles Investment Advisors
California
+$9.27M
3
FIMG
Financial & Investment Management Group
Michigan
+$7.32M
4
Wells Fargo
Wells Fargo
California
+$2.56M
5
1CP
1607 Capital Partners
Virginia
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$5.42M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$4.49M
3
RGC
Roberts, Glore & Co
Illinois
-$2.46M
4
UBS Group
UBS Group
Switzerland
-$2.16M
5
Bank of America
Bank of America
North Carolina
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.52M +$1.12M +107,744 +248%
UBS Group
27
UBS Group
Switzerland
$1.46M -$2.16M -208,391 -59%
AL
28
Arnhold LLC
New York
$1.44M – – –
MML Investors Services
29
MML Investors Services
Massachusetts
$1.41M +$54.2K +5,232 +4%
UR
30
USCA RIA
Texas
$1.39M -$7.78K -750 -0.5%
NSIM
31
North Star Investment Management
Illinois
$1.34M -$115K -11,135 -8%
CRC
32
Curi RMB Capital
Illinois
$1.23M +$1.25M +120,879 New
WAM
33
Wolverine Asset Management
Illinois
$1.19M +$1.19M +114,956 +4,219%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$779K +$795K +76,701 New
CAN
35
Cetera Advisor Networks
California
$649K +$933 +90 +0.1%
ACP
36
Aviance Capital Partners
Florida
$564K -$68.3K -6,592 -11%
DAS
37
Dynamic Advisor Solutions
Arizona
$457K +$4.45K +429 +1%
DWM
38
Dakota Wealth Management
Florida
$436K – – –
WAM
39
Weiss Asset Management
Massachusetts
$429K +$438K +42,229 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$376K +$23.4K +2,258 +6%
HK
41
Horizon Kinetics
New York
$364K -$36.7K -3,538 -9%
Millennium Management
42
Millennium Management
New York
$356K +$364K +35,100 New
HCM
43
Hollencrest Capital Management
California
$355K – – –
DADC
44
D.A. Davidson & Co
Montana
$333K -$23.9K -2,301 -7%
WS
45
Wedbush Securities
California
$312K -$36.7K -3,544 -10%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$242K -$6.82K -658 -3%
WAM
47
Wealthspire Advisors (Maryland)
Maryland
$233K – – –
WKWM
48
Walter & Keenan Wealth Management
Indiana
$228K +$591 +57 +0.3%
PAG
49
Private Advisor Group
New Jersey
$209K +$19.2K +1,850 +10%
GC
50
Guggenheim Capital
Illinois
$208K +$213K +20,501 New
1
2
3 4

WIW Hedge Fund Activity: Q4 2018 in Review

82 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2018, worth a combined $267M — up 2.2% from $262M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new WIW positions and 12 closed out — a net gain of 4 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $13.9M. The largest seller was City of London Investment Management, exiting entirely with an estimated $5.42M sold.

  • 82 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2018, up from 78 in Q3 2018.
  • Funds reported $267M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2018, up 2.2% quarter-over-quarter.
  • 16 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2018 and 12 closed out, a net change of +4 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2018 was Sit Investment Associates, an estimated $13.9M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2018 was City of London Investment Management, an estimated $5.42M sold.

Based on aggregated 13F filings for Q4 2018.