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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

95 hedge funds and large institutions have $221M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

3% more funds holding

Funds holding: 92 → 95 (+3)

0% more capital invested

Capital invested by funds: $221M → $221M (+$209K)

1.82% less ownership

Funds ownership: 42.14% → 40.32% (-1.8%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
34
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.5M
2
PCM
PenderFund Capital Management
British Columbia, Canada
+$4.43M
3
LCM
Landscape Capital Management
New Jersey
+$2.6M
4
GC
Guggenheim Capital
Illinois
+$1.59M
5
NAS
NWF Advisory Services
California
+$1.32M

Top Sellers

1
PCM
Penserra Capital Management
California
-$12.1M
2
BPCM
Beach Point Capital Management
California
-$10.9M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$4.14M
4
LPL Financial
LPL Financial
California
-$4.04M
5
SIA
Sit Investment Associates
Minnesota
-$3.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.33M -$189K -21,980 -13%
USCWA
27
U.S. Capital Wealth Advisors
Texas
$1.27M +$79.3K +9,200 +7%
UBS Group
28
UBS Group
Switzerland
$1.16M -$117K -13,560 -9%
Millennium Management
29
Millennium Management
New York
$1.03M +$1.01M +116,899 New
PIWA
30
Prevail Innovative Wealth Advisors
Kansas
$965K +$226K +26,188 +32%
ICM
31
Ionic Capital Management
New York
$746K +$728K +84,421 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$742K +$13.3K +1,545 +2%
CCM
33
Cutler Capital Management
Massachusetts
$726K +$39.6K +4,600 +6%
TIM
34
Tortoise Investment Management
New York
$661K -$258K -29,961 -29%
PGFC
35
Peapack-Gladstone Financial Corp
New Jersey
$636K -$224K -25,952 -27%
SAM
36
Stansberry Asset Management
Texas
$617K +$44.7K +5,186 +8%
DAS
37
Dynamic Advisor Solutions
Arizona
$577K -$29.2K -3,392 -5%
AC
38
Almitas Capital
California
$558K +$544K +63,133 New
TFCP
39
Twin Focus Capital Partners
Massachusetts
$528K +$17.2K +2,000 +3%
HCM
40
Hollencrest Capital Management
California
$476K – – –
Comerica Bank
41
Comerica Bank
Texas
$474K +$43.4K +5,031 +10%
LPL Financial
42
LPL Financial
California
$468K -$4.04M -468,189 -90%
LSC
43
Logan Stone Capital
Illinois
$429K +$419K +48,582 New
CL
44
CSS LLC
Illinois
$426K -$431K -49,977 -51%
OC
45
Oppenheimer & Co
New York
$384K +$94.8K +11,000 +34%
UPS
46
UHLMANN PRICE SECURITIES
Illinois
$370K +$361K +41,842 New
CAM
47
Concorde Asset Management
Michigan
$356K -$234K -27,100 -40%
First Trust Advisors
48
First Trust Advisors
Illinois
$330K -$21.4K -2,487 -6%
BWM
49
BlackDiamond Wealth Management
New York
$324K +$25.2K +2,927 +9%
HWAM
50
Hennion & Walsh Asset Management
New Jersey
$317K +$526 +61 +0.2%
1
2
3 4 5

WIW Hedge Fund Activity: Q3 2024 in Review

95 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2024, worth a combined $221M — up 0.09% from $221M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WIW positions and 14 closed out — a net gain of 3 holders — while 34 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.5M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $12.1M sold.

  • 95 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2024, up from 92 in Q2 2024.
  • Funds reported $221M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2024, up 0.09% quarter-over-quarter.
  • 17 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2024 and 14 closed out, a net change of +3 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2024 was Morgan Stanley, an estimated $11.5M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2024 was Penserra Capital Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2024.