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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

92 hedge funds and large institutions have $317M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

9% more capital invested

Capital invested by funds: $291M → $317M (+$26M)

8% more funds holding

Funds holding: 85 → 92 (+7)

0.48% less ownership

Funds ownership: 42.07% → 41.59% (-0.48%)

Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
15
Increased
33
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BL
BFSG LLC
California
+$4M
2
SIA
Sit Investment Associates
Minnesota
+$1.94M
3
OA
Oxbow Advisors
Texas
+$1.26M
4
UBS Group
UBS Group
Switzerland
+$1.01M
5
Bank of America
Bank of America
North Carolina
+$993K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$10.5M
2
COLIM
City of London Investment Management
United Kingdom
-$3.74M
3
Wells Fargo
Wells Fargo
California
-$2.71M
4
BC
Bartlett & Co
Ohio
-$710K
5
BCWM
Bartlett & Co Wealth Management
Ohio
-$710K
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
26
Arnhold LLC
New York
$1.82M – – –
UR
27
USCA RIA
Texas
$1.77M -$31.8K -2,720 -2%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.63M -$22.1K -1,892 -1%
TFCP
29
Twin Focus Capital Partners
Massachusetts
$1.63M – – –
BC
30
Bartlett & Co
Ohio
$1.45M -$710K -60,612 -34%
BCWM
31
Bartlett & Co Wealth Management
Ohio
$1.45M -$710K -60,612 -34%
NSIM
32
North Star Investment Management
Illinois
$1.44M +$878 +75 +0.1%
OA
33
Oxbow Advisors
Texas
$1.34M +$1.26M +108,060 New
6M
34
6 Meridian
Kansas
$1.27M -$126K -10,770 -10%
APWA
35
Atlas Private Wealth Advisors
New Jersey
$1.24M -$31.6K -2,700 -3%
ICM
36
Ionic Capital Management
New York
$1M -$685K -58,508 -42%
GC
37
Guggenheim Capital
Illinois
$955K -$138K -11,798 -13%
HCM
38
Hollencrest Capital Management
California
$892K – – –
DAS
39
Dynamic Advisor Solutions
Arizona
$888K +$86.1K +7,359 +11%
LCM
40
Landscape Capital Management
New Jersey
$852K +$803K +68,627 New
LCS
41
Levin Capital Strategies
New York
$772K +$598K +51,117 +462%
ACP
42
Aviance Capital Partners
Florida
$759K -$100K -8,541 -12%
Osaic Holdings
43
Osaic Holdings
Arizona
$741K +$308K +26,312 +79%
AAM
44
Advisors Asset Management
Colorado
$685K +$538 +46 +0.1%
PHS
45
Pekin Hardy Strauss
Illinois
$639K +$603K +51,500 New
PAG
46
Private Advisor Group
New Jersey
$625K -$134K -11,450 -19%
BCA
47
Bay Colony Advisors
Massachusetts
$593K +$559K +47,747 New
First Trust Advisors
48
First Trust Advisors
Illinois
$592K -$13.5K -1,154 -2%
HPCM
49
Hunter Perkins Capital Management
Illinois
$577K +$545K +46,528 New
CRC
50
Curi RMB Capital
Illinois
$569K -$661K -56,454 -55%
1
2
3 4

WIW Hedge Fund Activity: Q4 2020 in Review

92 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2020, worth a combined $317M — up 9% from $291M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WIW positions and 8 closed out — a net gain of 7 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was BFSG LLC, adding an estimated $4M. The largest seller was HighTower Advisors, exiting entirely with an estimated $10.5M sold.

  • 92 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2020, up from 85 in Q3 2020.
  • Funds reported $317M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2020, up 9% quarter-over-quarter.
  • 15 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2020 and 8 closed out, a net change of +7 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2020 was BFSG LLC, an estimated $4M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2020 was HighTower Advisors, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2020.