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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

90 hedge funds and large institutions have $326M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

2.37% more ownership

Funds ownership: 41.59% → 43.97% (+2.4%)

3% more capital invested

Capital invested by funds: $317M → $326M (+$9.78M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

2% less funds holding

Funds holding: 92 → 90 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
35
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$10M
2
HighTower Advisors
HighTower Advisors
Illinois
+$7.77M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.07M
4
SIA
Sit Investment Associates
Minnesota
+$4.53M
5
Morgan Stanley
Morgan Stanley
New York
+$3.9M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$6.7M
2
PCP
Proficio Capital Partners
Massachusetts
-$6.17M
3
PCM
PenderFund Capital Management
British Columbia, Canada
-$5.53M
4
Bank of America
Bank of America
North Carolina
-$2.43M
5
MIG
Mariner Investment Group
New York
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
UR
26
USCA RIA
Texas
$1.76M +$27.7K +2,250 +2%
WCA
27
Windsor Creek Advisors
Vermont
$1.71M -$426K -34,669 -20%
PCP
28
Proficio Capital Partners
Massachusetts
$1.5M -$6.17M -501,908 -80%
6M
29
6 Meridian
Kansas
$1.49M +$255K +20,721 +20%
OA
30
Oxbow Advisors
Texas
$1.48M +$163K +13,285 +12%
MIG
31
Mariner Investment Group
New York
$1.42M -$1.28M -104,088 -47%
NSIM
32
North Star Investment Management
Illinois
$1.38M -$34.7K -2,826 -2%
BC
33
Bartlett & Co
Ohio
$1.31M -$117K -9,541 -8%
BCWM
34
Bartlett & Co Wealth Management
Ohio
$1.31M -$117K -9,541 -8%
APWA
35
Atlas Private Wealth Advisors
New Jersey
$1.22M – – –
TFCP
36
Twin Focus Capital Partners
Massachusetts
$1.03M -$565K -45,949 -35%
ICM
37
Ionic Capital Management
New York
$986K +$823 +67 +0.1%
GC
38
Guggenheim Capital
Illinois
$974K +$38.4K +3,121 +4%
HCM
39
Hollencrest Capital Management
California
$874K – – –
BCA
40
Bay Colony Advisors
Massachusetts
$832K +$254K +20,700 +43%
ACP
41
Aviance Capital Partners
Florida
$815K +$71.8K +5,843 +10%
DAS
42
Dynamic Advisor Solutions
Arizona
$786K -$85K -6,914 -10%
AAM
43
Advisors Asset Management
Colorado
$772K +$101K +8,210 +15%
CPC
44
Congress Park Capital
New York
$658K +$148K +12,080 +29%
KIM
45
Karpus Investment Management
New York
$580K +$587K +47,737 New
First Trust Advisors
46
First Trust Advisors
Illinois
$579K -$1.31K -107 -0.2%
PHS
47
Pekin Hardy Strauss
Illinois
$559K -$67.6K -5,500 -11%
LCS
48
Levin Capital Strategies
New York
$549K -$209K -17,000 -27%
SC
49
Stolper & Co
Oklahoma
$546K -$7.45K -606 -1%
PAG
50
Private Advisor Group
New Jersey
$485K -$129K -10,500 -21%
1
2
3 4

WIW Hedge Fund Activity: Q1 2021 in Review

90 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2021, worth a combined $326M — up 3.1% from $317M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of WIW and 8 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 35 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $10M. The largest seller was Rivernorth Capital Management, cutting an estimated $6.7M.

  • 90 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2021, down from 92 in Q4 2020.
  • Funds reported $326M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2021, up 3.1% quarter-over-quarter.
  • 8 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2021 and 9 closed out, a net change of -1 holder.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $10M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2021 was Rivernorth Capital Management, an estimated $6.7M sold.

Based on aggregated 13F filings for Q1 2021.