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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

90 hedge funds and large institutions have $348M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

7% more capital invested

Capital invested by funds: $326M → $348M (+$21.6M)

0% more funds holding

Funds holding: 90 → 90 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.47% less ownership

Funds ownership: 43.97% → 43.49% (-0.47%)

Holders
90
Holders Change
–
Holders Change %
0%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
4
Increased
33
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.34M
2
PPA
Parametric Portfolio Associates
Washington
+$2.78M
3
Morgan Stanley
Morgan Stanley
New York
+$1.72M
4
Wells Fargo
Wells Fargo
California
+$1.33M
5
CPC
Congress Park Capital
New York
+$814K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$8.66M
2
Bank of America
Bank of America
North Carolina
-$1.65M
3
MIG
Mariner Investment Group
New York
-$1.42M
4
BC
Bartlett & Co
Ohio
-$1.25M
5
BCWM
Bartlett & Co Wealth Management
Ohio
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
26
Windsor Creek Advisors
Vermont
$1.85M – – –
OA
27
Oxbow Advisors
Texas
$1.65M +$57.9K +4,545 +4%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$1.65M -$312K -24,458 -16%
CPC
29
Congress Park Capital
New York
$1.55M +$814K +63,916 +118%
NSIM
30
North Star Investment Management
Illinois
$1.47M -$15.6K -1,224 -1%
6M
31
6 Meridian
Kansas
$1.37M -$235K -18,423 -15%
APWA
32
Atlas Private Wealth Advisors
New Jersey
$1.28M -$29.2K -2,290 -2%
PCP
33
Proficio Capital Partners
Massachusetts
$1.09M -$514K -40,320 -33%
PHS
34
Pekin Hardy Strauss
Illinois
$1.09M +$472K +37,050 +81%
TFCP
35
Twin Focus Capital Partners
Massachusetts
$1.07M -$39.6K -3,108 -4%
ICM
36
Ionic Capital Management
New York
$1.06M – – –
ACP
37
Aviance Capital Partners
Florida
$1.05M +$164K +12,867 +19%
GC
38
Guggenheim Capital
Illinois
$1.04M -$6.79K -533 -0.7%
HCM
39
Hollencrest Capital Management
California
$942K – – –
KIM
40
Karpus Investment Management
New York
$922K +$287K +22,567 +47%
DAS
41
Dynamic Advisor Solutions
Arizona
$892K +$43.3K +3,399 +5%
AAM
42
Advisors Asset Management
Colorado
$790K -$41K -3,220 -5%
BCA
43
Bay Colony Advisors
Massachusetts
$766K -$127K -10,000 -15%
First Trust Advisors
44
First Trust Advisors
Illinois
$645K +$20.7K +1,627 +3%
LCS
45
Levin Capital Strategies
New York
$592K – – –
SC
46
Stolper & Co
Oklahoma
$591K +$2.61K +205 +0.5%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$510K +$37.9K +2,974 +8%
MC
48
Matisse Capital
Oregon
$509K – – –
DADC
49
D.A. Davidson & Co
Montana
$402K – – –
PAG
50
Private Advisor Group
New Jersey
$373K -$146K -11,500 -29%
1
2
3 4

WIW Hedge Fund Activity: Q2 2021 in Review

90 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2021, worth a combined $348M — up 6.6% from $326M a quarter earlier.

Fund positioning in WIW was balanced in Q2 2021: 4 funds opened new positions, 4 closed out, 33 added to existing stakes and 26 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $5.34M. The largest seller was Rivernorth Capital Management, cutting an estimated $8.66M.

  • 90 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $348M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2021, up 6.6% quarter-over-quarter.
  • 4 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2021 and 4 closed out, a net change of 0 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2021 was Northwestern Mutual Wealth Management, an estimated $5.34M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $8.66M sold.

Based on aggregated 13F filings for Q2 2021.