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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

88 hedge funds and large institutions have $321M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more capital invested

Capital invested by funds: $282M → $321M (+$39.2M)

4% more funds holding

Funds holding: 85 → 88 (+3)

0.56% less ownership

Funds ownership: 45.99% → 45.43% (-0.56%)

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
11
Increased
38
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$6.9M
2
RCM
Rivernorth Capital Management
Florida
+$5.39M
3
MC
Matisse Capital
Oregon
+$2.06M
4
Morgan Stanley
Morgan Stanley
New York
+$1.79M
5
RGC
Roberts, Glore & Co
Illinois
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$24.5M
2
WAM
Wolverine Asset Management
Illinois
-$1.28M
3
BL
BFSG LLC
California
-$279K
4
LCM
Landscape Capital Management
New Jersey
-$264K
5
RJA
Raymond James & Associates
Florida
-$230K
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
26
Arnhold LLC
New York
$1.69M – – –
AA
27
Ancora Advisors
Ohio
$1.69M -$10.1K -900 -0.6%
Stifel Financial
28
Stifel Financial
Missouri
$1.63M +$4.85K +434 +0.3%
UR
29
USCA RIA
Texas
$1.46M +$87.2K +7,805 +7%
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$1.34M +$881K +78,782 +211%
RJA
31
Raymond James & Associates
Florida
$1.25M -$230K -20,570 -16%
TFCP
32
Twin Focus Capital Partners
Massachusetts
$1M +$339K +30,298 +53%
MML Investors Services
33
MML Investors Services
Massachusetts
$976K -$58.5K -5,232 -6%
6M
34
6 Meridian
Kansas
$964K +$109K +9,734 +13%
PAG
35
Private Advisor Group
New Jersey
$956K +$679K +60,777 +275%
LCM
36
Landscape Capital Management
New Jersey
$948K -$264K -23,652 -22%
DAS
37
Dynamic Advisor Solutions
Arizona
$769K +$20.5K +1,838 +3%
COLIM
38
City of London Investment Management
United Kingdom
$768K – – –
HCM
39
Hollencrest Capital Management
California
$635K – – –
ACP
40
Aviance Capital Partners
Florida
$617K +$193K +17,236 +48%
First Trust Advisors
41
First Trust Advisors
Illinois
$582K +$9.29K +831 +2%
CAN
42
Cetera Advisor Networks
California
$577K -$19.3K -1,730 -3%
GC
43
Guggenheim Capital
Illinois
$523K +$102K +9,138 +25%
DWM
44
Dakota Wealth Management
Florida
$497K +$112 +10 +0%
DADC
45
D.A. Davidson & Co
Montana
$367K – – –
HKAM
46
Horizon Kinetics Asset Management
New York
$333K – – –
Walleye Capital
47
Walleye Capital
New York
$309K +$168K +15,000 +128%
PPA
48
Parametric Portfolio Associates
Washington
$304K +$295K +26,355 New
VCP
49
Verus Capital Partners
Arizona
$303K +$294K +26,280 New
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$283K -$31.9K -2,852 -10%
1
2
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WIW Hedge Fund Activity: Q4 2019 in Review

88 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2019, worth a combined $321M — up 14% from $282M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WIW positions and 7 closed out — a net gain of 4 holders — while 38 added to existing stakes and 19 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $6.9M. The largest seller was Wells Fargo, cutting an estimated $24.5M.

  • 88 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2019, up from 85 in Q3 2019.
  • Funds reported $321M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2019, up 14% quarter-over-quarter.
  • 11 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2019 and 7 closed out, a net change of +4 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2019 was Sit Investment Associates, an estimated $6.9M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2019 was Wells Fargo, an estimated $24.5M sold.

Based on aggregated 13F filings for Q4 2019.