We are live on ! Find out more
WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

85 hedge funds and large institutions have $291M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

6% more funds holding

Funds holding: 80 → 85 (+5)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

6.13% less ownership

Funds ownership: 48.2% → 42.07% (-6.1%)

10% less capital invested

Capital invested by funds: $325M → $291M (-$34M)

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
30
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.14M
2
Bank of America
Bank of America
North Carolina
+$1.65M
3
ICM
Ionic Capital Management
New York
+$1.59M
4
COLIM
City of London Investment Management
United Kingdom
+$1.45M
5
6M
6 Meridian
Kansas
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$23.2M
2
BlackRock
BlackRock
New York
-$16.9M
3
RCM
Rivernorth Capital Management
Florida
-$4.43M
4
BC
Bartlett & Co
Ohio
-$3.02M
5
BCWM
Bartlett & Co Wealth Management
Ohio
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$1.94M +$143K +12,549 +8%
WCA
27
Windsor Creek Advisors
Vermont
$1.92M +$644K +56,641 +50%
AL
28
Arnhold LLC
New York
$1.65M – – –
UR
29
USCA RIA
Texas
$1.64M -$14.2K -1,250 -0.9%
ICM
30
Ionic Capital Management
New York
$1.57M +$1.59M +139,497 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.5M -$322K -28,350 -18%
TFCP
32
Twin Focus Capital Partners
Massachusetts
$1.47M +$313K +27,500 +27%
PPA
33
Parametric Portfolio Associates
Washington
$1.39M +$867K +76,227 +162%
NSIM
34
North Star Investment Management
Illinois
$1.3M -$10.5K -923 -0.8%
6M
35
6 Meridian
Kansas
$1.27M +$1.28M +112,748 New
APWA
36
Atlas Private Wealth Advisors
New Jersey
$1.15M -$10.9K -960 -0.9%
CRC
37
Curi RMB Capital
Illinois
$1.15M +$512K +45,026 +79%
GC
38
Guggenheim Capital
Illinois
$997K +$256K +22,477 +34%
HCM
39
Hollencrest Capital Management
California
$808K +$398K +35,000 +95%
ACP
40
Aviance Capital Partners
Florida
$784K +$71.5K +6,293 +10%
DAS
41
Dynamic Advisor Solutions
Arizona
$722K +$56.1K +4,934 +8%
PAG
42
Private Advisor Group
New Jersey
$684K +$18.2K +1,600 +3%
AAM
43
Advisors Asset Management
Colorado
$620K -$2.55M -224,723 -80%
First Trust Advisors
44
First Trust Advisors
Illinois
$549K -$15K -1,322 -3%
SC
45
Stolper & Co
Oklahoma
$521K +$527K +46,348 New
MML Investors Services
46
MML Investors Services
Massachusetts
$503K -$360K -31,687 -41%
MC
47
Matisse Capital
Oregon
$436K +$319K +28,100 +263%
Osaic Holdings
48
Osaic Holdings
Arizona
$375K -$237K -20,864 -38%
CPC
49
Congress Park Capital
New York
$337K +$227K +20,000 +200%
DADC
50
D.A. Davidson & Co
Montana
$334K – – –
1
2
3 4

WIW Hedge Fund Activity: Q3 2020 in Review

85 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2020, worth a combined $291M — down 10% from $325M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WIW positions and 5 closed out — a net gain of 5 holders — while 30 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.14M. The largest seller was Wells Fargo, cutting an estimated $23.2M.

  • 85 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2020, up from 80 in Q2 2020.
  • Funds reported $291M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2020, down 10% quarter-over-quarter.
  • 10 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2020 and 5 closed out, a net change of +5 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2020 was Morgan Stanley, an estimated $2.14M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2020 was Wells Fargo, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2020.