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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

89 hedge funds and large institutions have $343M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

2% more funds holding

Funds holding: 87 → 89 (+2)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

1% more capital invested

Capital invested by funds: $340M → $343M (+$3.68M)

0.56% less ownership

Funds ownership: 41.89% → 41.34% (-0.56%)

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
28
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$28.3M
2
LPL Financial
LPL Financial
California
+$3.82M
3
Morgan Stanley
Morgan Stanley
New York
+$2.27M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.45M
5
PPA
Parametric Portfolio Associates
Washington
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$27.2M
2
RCM
Rivernorth Capital Management
Florida
-$25.4M
3
HighTower Advisors
HighTower Advisors
Illinois
-$8.16M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$5.02M
5
1CP
1607 Capital Partners
Virginia
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.69M -$5.02M -371,480 -75%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.64M +$1.45M +107,530 +818%
Wells Fargo
28
Wells Fargo
California
$1.54M -$27.2M -2,015,028 -95%
NSIM
29
North Star Investment Management
Illinois
$1.5M +$7K +518 +0.5%
APWA
30
Atlas Private Wealth Advisors
New Jersey
$1.33M – – –
ACP
31
Aviance Capital Partners
Florida
$1.23M -$57.5K -4,252 -4%
6M
32
6 Meridian
Kansas
$1.22M +$62.1K +4,595 +5%
SEA
33
Stegent Equity Advisors
Texas
$1.14M +$1.14M +84,344 New
WCA
34
Windsor Creek Advisors
Vermont
$1.14M -$722K -53,443 -38%
PHS
35
Pekin Hardy Strauss
Illinois
$1.03M -$40K -2,960 -4%
MPM
36
MBB Public Markets
Illinois
$1.01M +$1M +74,362 New
GC
37
Guggenheim Capital
Illinois
$988K -$201K -14,876 -17%
First Trust Advisors
38
First Trust Advisors
Illinois
$985K +$6.58K +487 +0.7%
HCM
39
Hollencrest Capital Management
California
$976K – – –
DAS
40
Dynamic Advisor Solutions
Arizona
$972K +$18.1K +1,343 +2%
LP
41
Lloyd Park
Illinois
$932K +$927K +68,602 New
CCP
42
Clough Capital Partners
Massachusetts
$866K +$862K +63,800 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$773K +$184K +13,630 +31%
SC
44
Stolper & Co
Oklahoma
$700K +$43K +3,181 +7%
BCA
45
Bay Colony Advisors
Massachusetts
$658K -$135K -10,000 -17%
MC
46
Matisse Capital
Oregon
$527K – – –
PCP
47
Proficio Capital Partners
Massachusetts
$524K -$386K -28,573 -43%
TCA
48
Transcend Capital Advisors
New Jersey
$524K +$2.03K +150 +0.4%
AAM
49
Advisors Asset Management
Colorado
$506K +$378 +28 +0.1%
MCP
50
Mirador Capital Partners
California
$470K +$467K +34,595 New
1
2
3 4 5

WIW Hedge Fund Activity: Q4 2021 in Review

89 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2021, worth a combined $343M — up 1.1% from $340M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new WIW positions and 14 closed out — a net gain of 2 holders — while 28 added to existing stakes and 26 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $28.3M. The largest seller was Wells Fargo, cutting an estimated $27.2M.

  • 89 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2021, up from 87 in Q3 2021.
  • Funds reported $343M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2021, up 1.1% quarter-over-quarter.
  • 16 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2021 and 14 closed out, a net change of +2 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $28.3M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2021 was Wells Fargo, an estimated $27.2M sold.

Based on aggregated 13F filings for Q4 2021.