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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

87 hedge funds and large institutions have $208M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more funds holding

Funds holding: 83 → 87 (+4)

0.54% less ownership

Funds ownership: 41.68% → 41.14% (-0.54%)

8% less capital invested

Capital invested by funds: $227M → $208M (-$18.4M)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.02M
2
PCM
Penserra Capital Management
California
+$4.2M
3
PCM
PenderFund Capital Management
British Columbia, Canada
+$1.03M
4
Comerica Bank
Comerica Bank
Texas
+$381K
5
CL
CSS LLC
Illinois
+$306K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$9.18M
2
APWA
Atlas Private Wealth Advisors
New Jersey
-$2.46M
3
Invesco
Invesco
Georgia
-$1.63M
4
LPL Financial
LPL Financial
California
-$1.4M
5
AC
Almitas Capital
California
-$923K
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
26
CSS LLC
Illinois
$1.03M +$306K +35,005 +39%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$969K -$67.6K -7,730 -6%
MC
28
Matisse Capital
Oregon
$909K – – –
RJA
29
Raymond James & Associates
Florida
$905K -$17.3K -1,979 -2%
First Trust Advisors
30
First Trust Advisors
Illinois
$683K +$17.8K +2,034 +3%
HCM
31
Hollencrest Capital Management
California
$618K – – –
LPL Financial
32
LPL Financial
California
$581K -$1.4M -160,130 -69%
DAS
33
Dynamic Advisor Solutions
Arizona
$579K -$25.6K -2,926 -4%
Wells Fargo
34
Wells Fargo
California
$502K -$93.8K -10,729 -15%
LCM
35
Landscape Capital Management
New Jersey
$490K +$132K +15,117 +34%
TFCP
36
Twin Focus Capital Partners
Massachusetts
$462K – – –
SAM
37
Stansberry Asset Management
Texas
$449K +$56.2K +6,432 +13%
VCP
38
Verus Capital Partners
Arizona
$422K +$26K +2,970 +6%
Comerica Bank
39
Comerica Bank
Texas
$359K +$381K +43,597 New
Osaic Holdings
40
Osaic Holdings
Arizona
$337K +$159K +18,216 +80%
CAM
41
Concorde Asset Management
Michigan
$330K +$38.9K +4,450 +12%
PAG
42
Private Advisor Group
New Jersey
$330K -$85.9K -9,824 -20%
HWAM
43
Hennion & Walsh Asset Management
New Jersey
$302K +$52.7K +6,024 +20%
CAM
44
Crestone Asset Management
Colorado
$247K +$263K +30,022 New
RIA
45
Realta Investment Advisors
Delaware
$224K – – –
HKAM
46
Horizon Kinetics Asset Management
New York
$217K – – –
MML Investors Services
47
MML Investors Services
Massachusetts
$214K -$3.97K -454 -2%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$213K +$227K +25,923 New
KWA
49
Kingswood Wealth Advisors
California
$206K +$219K +25,015 New
PCP
50
Proficio Capital Partners
Massachusetts
$168K -$5.25K -600 -3%
1
2
3 4

WIW Hedge Fund Activity: Q3 2023 in Review

87 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2023, worth a combined $208M — down 8.1% from $227M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WIW positions and 9 closed out — a net gain of 4 holders — while 24 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.02M. The largest seller was Rivernorth Capital Management, cutting an estimated $9.18M.

  • 87 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2023, up from 83 in Q2 2023.
  • Funds reported $208M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2023, down 8.1% quarter-over-quarter.
  • 13 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2023 and 9 closed out, a net change of +4 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2023 was Morgan Stanley, an estimated $8.02M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2023 was Rivernorth Capital Management, an estimated $9.18M sold.

Based on aggregated 13F filings for Q3 2023.