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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

95 hedge funds and large institutions have $229M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

3% more funds holding

Funds holding: 92 → 95 (+3)

1.12% more ownership

Funds ownership: 39.94% → 41.06% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

11% less capital invested

Capital invested by funds: $258M → $229M (-$29M)

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.64%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
33
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$2.26M
2
PCM
PenderFund Capital Management
British Columbia, Canada
+$2.07M
3
LSC
Logan Stone Capital
Illinois
+$1.19M
4
WAM
Wolverine Asset Management
Illinois
+$1.07M
5
Invesco
Invesco
Georgia
+$973K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$1.32M
2
Morgan Stanley
Morgan Stanley
New York
-$1.18M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
-$618K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$185K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$178K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$909K +$126K +12,231 +14%
First Trust Advisors
27
First Trust Advisors
Illinois
$873K -$57.7K -5,614 -6%
MC
28
Matisse Capital
Oregon
$870K +$349K +33,906 +55%
ACP
29
Aviance Capital Partners
Florida
$845K -$30.1K -2,925 -3%
GC
30
Guggenheim Capital
Illinois
$813K -$41.1K -3,994 -4%
APWA
31
Atlas Private Wealth Advisors
New Jersey
$745K +$20.7K +2,010 +3%
HCM
32
Hollencrest Capital Management
California
$652K – – –
PHS
33
Pekin Hardy Strauss
Illinois
$634K +$10.3K +1,000 +1%
DAS
34
Dynamic Advisor Solutions
Arizona
$610K -$11.4K -1,106 -2%
H6H
35
Hightower 6M Holding
Kansas
$585K -$165K -16,007 -20%
SC
36
Stolper & Co
Oklahoma
$540K +$23.8K +2,313 +4%
VCP
37
Verus Capital Partners
Arizona
$440K +$252K +24,542 +102%
CPC
38
Congress Park Capital
New York
$383K -$103K -10,000 -19%
LCM
39
Landscape Capital Management
New Jersey
$380K +$154K +14,964 +56%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$378K +$51.2K +4,982 +14%
TCA
41
Transcend Capital Advisors
New Jersey
$352K +$977 +95 +0.2%
TFCP
42
Twin Focus Capital Partners
Massachusetts
$335K +$258K +25,066 +211%
NSIM
43
North Star Investment Management
Illinois
$331K -$26.9K -2,612 -7%
LP
44
Lloyd Park
Illinois
$327K – – –
MIG
45
Mariner Investment Group
New York
$293K +$116K +11,280 +54%
AAM
46
Advisors Asset Management
Colorado
$258K -$48.7K -4,733 -14%
SPIA
47
Steward Partners Investment Advisory
New York
$251K – – –
HKAM
48
Horizon Kinetics Asset Management
New York
$242K – – –
TIM
49
Tortoise Investment Management
New York
$234K +$246K +23,876 +1,241%
SFS
50
Shaker Financial Services
Virginia
$231K +$261K +25,430 New
1
2
3 4 5

WIW Hedge Fund Activity: Q3 2022 in Review

95 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2022, worth a combined $229M — down 11% from $258M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WIW positions and 7 closed out — a net gain of 3 holders — while 33 added to existing stakes and 29 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.26M. The largest seller was City of London Investment Management, cutting an estimated $1.32M.

  • 95 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2022, up from 92 in Q2 2022.
  • Funds reported $229M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2022, down 11% quarter-over-quarter.
  • 10 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2022 and 7 closed out, a net change of +3 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2022 was Sit Investment Associates, an estimated $2.26M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2022 was City of London Investment Management, an estimated $1.32M sold.

Based on aggregated 13F filings for Q3 2022.