Western Asset Inflation-Linked Opportunities & Income Fund
WIW
71 hedge funds and large institutions have $210M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 4 closing their positions.
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
29% more funds holding
Funds holding: 55 → 71 (+16)
9% more capital invested
Capital invested by funds: $193M → $210M (+$16.5M)
3.19% more ownership
Funds ownership: 27.24% → 30.43% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
18% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$12.3M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$5.94M |
| 3 |
HK
Horizon Kinetics
New York
|
+$1.05M |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$735K |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$568K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.78M |
| 2 |
Morgan Stanley
New York
|
-$1.04M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$852K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$796K |
| 5 |
B
Baird
Milwaukee,
Wisconsin
|
-$534K |
WIW Hedge Fund Activity: Q4 2013 in Review
71 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2013, worth a combined $210M — up 8.5% from $193M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new WIW positions and 4 closed out — a net gain of 16 holders — while 18 added to existing stakes and 22 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $12.3M. The largest seller was Bank of America, cutting an estimated $2.78M.
- 71 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2013, up from 55 in Q3 2013.
- Funds reported $210M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2013, up 8.5% quarter-over-quarter.
- 20 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2013 and 4 closed out, a net change of +16 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2013 was 1607 Capital Partners, an estimated $12.3M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2013 was Bank of America, an estimated $2.78M sold.
Based on aggregated 13F filings for Q4 2013.