We are live on ! Find out more
WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

98 hedge funds and large institutions have $274M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

31% more capital invested

Capital invested by funds: $208M → $274M (+$65.4M)

13% more funds holding

Funds holding: 87 → 98 (+11)

10.25% more ownership

Funds ownership: 41.14% → 51.39% (+10%)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
25
Reduced
34
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$52.2M
2
BPCM
Beach Point Capital Management
California
+$8.21M
3
WP
WealthPLAN Partners
Nebraska
+$1.73M
4
LCM
Landscape Capital Management
New Jersey
+$1.49M
5
PCM
Penserra Capital Management
California
+$745K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$6.67M
2
SIA
Sit Investment Associates
Minnesota
-$3.13M
3
UBS Group
UBS Group
Switzerland
-$1.83M
4
WAM
Wolverine Asset Management
Illinois
-$876K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$830K
Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
26
U.S. Capital Wealth Advisors
Texas
$1.24M -$107K -12,699 -8%
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$1.13M -$168K -19,895 -13%
RJA
28
Raymond James & Associates
Florida
$990K +$35.6K +4,230 +4%
MC
29
Matisse Capital
Oregon
$958K – – –
UBS Group
30
UBS Group
Switzerland
$951K -$1.83M -217,749 -67%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$747K -$266K -31,579 -27%
TI
32
Tidal Investments
Wisconsin
$736K +$715K +84,865 New
PAG
33
Private Advisor Group
New Jersey
$734K +$375K +44,545 +111%
First Trust Advisors
34
First Trust Advisors
Illinois
$696K -$22.9K -2,718 -3%
DAS
35
Dynamic Advisor Solutions
Arizona
$626K +$16.2K +1,927 +3%
PIWA
36
Prevail Innovative Wealth Advisors
Kansas
$514K +$500K +59,308 New
CAM
37
Concorde Asset Management
Michigan
$480K +$128K +15,200 +38%
TFCP
38
Twin Focus Capital Partners
Massachusetts
$480K -$6.74K -800 -1%
SAM
39
Stansberry Asset Management
Texas
$478K +$4.52K +537 +1%
MC
40
Moors & Cabot
Massachusetts
$473K +$345K +41,000 +304%
WAM
41
Wolverine Asset Management
Illinois
$468K -$876K -103,981 -66%
HCM
42
Hollencrest Capital Management
California
$467K -$179K -21,301 -28%
KWA
43
Kingswood Wealth Advisors
California
$376K +$155K +18,362 +73%
Comerica Bank
44
Comerica Bank
Texas
$364K -$13.3K -1,575 -4%
WAM
45
Weiss Asset Management
Massachusetts
$323K +$314K +37,259 New
CWM
46
Centric Wealth Management
Illinois
$323K +$318K +37,799 New
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$316K -$2.37K -281 -0.8%
VCP
48
Verus Capital Partners
Arizona
$312K -$129K -15,262 -30%
AGA
49
Accuvest Global Advisors
Utah
$298K +$290K +34,420 New
LPL Financial
50
LPL Financial
California
$288K -$315K -37,351 -53%
1
2
3 4 5

WIW Hedge Fund Activity: Q4 2023 in Review

98 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2023, worth a combined $274M — up 31% from $208M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WIW positions and 6 closed out — a net gain of 11 holders — while 25 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $52.2M. The largest seller was Rivernorth Capital Management, cutting an estimated $6.67M.

  • 98 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2023, up from 87 in Q3 2023.
  • Funds reported $274M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2023, up 31% quarter-over-quarter.
  • 17 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2023 and 6 closed out, a net change of +11 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $52.2M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2023 was Rivernorth Capital Management, an estimated $6.67M sold.

Based on aggregated 13F filings for Q4 2023.