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WIW

Western Asset Inflation-Linked Opportunities & Income Fund

82 hedge funds and large institutions have $283M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 7982 (+3)

0.86% more ownership

Funds ownership: 44.37%45.23% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $291M → $283M (-$8.59M)

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
21
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.57M -$219K -20,157 -13%
NSIM
27
North Star Investment Management
Illinois
$1.41M -$110K -10,069 -7%
UR
28
USCA RIA
Texas
$1.28M
WAM
29
Wolverine Asset Management
Illinois
$1.23M -$235K -21,618 -16%
6M
30
6 Meridian
Kansas
$857K -$131K -12,037 -14%
DAS
31
Dynamic Advisor Solutions
Arizona
$755K -$83.4K -7,671 -10%
COLIM
32
City of London Investment Management
United Kingdom
$745K +$724K +66,566 New
TFCP
33
Twin Focus Capital Partners
Massachusetts
$636K +$618K +56,807 New
CAN
34
Cetera Advisor Networks
California
$587K -$89.7K -8,251 -14%
PCM
35
PenderFund Capital Management
British Columbia, Canada
$562K
CRC
36
Curi RMB Capital
Illinois
$553K -$1.87M -171,852 -78%
ACP
37
Aviance Capital Partners
Florida
$533K +$27K +2,482 +5%
DWM
38
Dakota Wealth Management
Florida
$483K
GC
39
Guggenheim Capital
Illinois
$437K +$51.8K +4,760 +14%
HCM
40
Hollencrest Capital Management
California
$392K
DADC
41
D.A. Davidson & Co
Montana
$356K -$10.9K -1,000 -3%
FFA
42
First Foundation Advisors
California
$348K
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$329K -$58.6K -5,390 -15%
HKAM
44
Horizon Kinetics Asset Management
New York
$324K -$479 -44 -0.2%
PAG
45
Private Advisor Group
New Jersey
$288K +$28.2K +2,590 +11%
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$286K +$223K +20,476 +401%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$282K -$22.9K -2,106 -8%
WAM
48
Wealthspire Advisors (Maryland)
Maryland
$257K
WKWM
49
Walter & Keenan Wealth Management
Indiana
$253K +$609 +56 +0.2%
WS
50
Wedbush Securities
California
$238K -$91.1K -8,377 -28%

WIW Hedge Fund Activity: Q2 2019 in Review

82 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2019, worth a combined $283M — down 2.9% from $291M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WIW positions and 8 closed out — a net gain of 4 holders — while 21 added to existing stakes and 29 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.19M. The largest seller was Curi RMB Capital, cutting an estimated $1.87M.

  • 82 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2019, up from 79 in Q1 2019.
  • Funds reported $283M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2019, down 2.9% quarter-over-quarter.
  • 12 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2019 and 8 closed out, a net change of +4 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2019 was Rivernorth Capital Management, an estimated $4.19M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2019 was Curi RMB Capital, an estimated $1.87M sold.

Based on aggregated 13F filings for Q2 2019.