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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

67 hedge funds and large institutions have $247M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

0.58% more ownership

Funds ownership: 34.22% → 34.81% (+0.58%)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

4% less capital invested

Capital invested by funds: $258M → $247M (-$10.6M)

1% less funds holding

Funds holding: 68 → 67 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
4
Increased
20
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$6.19M
2
GWI
Grace & White Inc
New York
+$1.44M
3
MIG
Mariner Investment Group
New York
+$1.38M
4
Invesco
Invesco
Georgia
+$891K
5
DA
Doliver Advisors
Texas
+$721K

Top Sellers

Rank Fund Capital Flow
1
FIMG
Financial & Investment Management Group
Michigan
-$3.62M
2
EML
Eos Management LP
New York
-$1.28M
3
Morgan Stanley
Morgan Stanley
New York
-$1.23M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$394K
5
KIM
Karpus Investment Management
New York
-$325K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCS
51
Levin Capital Strategies
New York
$128K – – –
Citigroup
52
Citigroup
New York
$116K – – –
AIG
53
American International Group
New York
$107K – – –
WA
54
WFG Advisors
Texas
$80K +$6.22K +517 +8%
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$68K -$21.7K -1,800 -23%
PAI
56
Pittenger & Anderson Inc
Nebraska
$46K – – –
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$41K – – –
TFO
58
Tarbox Family Office
California
$32K – – –
CAL
59
Capital Advisors Ltd
Ohio
$29K -$12 -1 -0%
Ameriprise
60
Ameriprise
Minnesota
$22K – – –
BC
61
Bartlett & Co
Ohio
$17K -$84 -7 -0.5%
Creative Planning
62
Creative Planning
Kansas
$17K – – –
DOA
63
D'Orazio & Associates
Virginia
$17K – – –
NFG
64
Next Financial Group
Texas
$17K +$17.6K +1,465 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$12K -$17K -1,417 -59%
WEC
66
Winslow Evans & Crocker
Massachusetts
$11.6K – – –
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$7K – – –
FFA
68
First Foundation Advisors
California
– -$219K -17,817 Closed
AP
69
Advisors Preferred
Maryland
– -$179K -14,531 Closed
TRCT
70
Tower Research Capital (TRC)
New York
– -$49K -4,000 Closed
BRWA
71
B. Riley Wealth Advisors
Florida
– -$28.3K -2,298 Closed
GSC
72
Ground Swell Capital
South Carolina
– -$3K -221 Closed
1 2
3

WIW Hedge Fund Activity: Q3 2014 in Review

67 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2014, worth a combined $247M — down 4.1% from $258M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of WIW and 4 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 20 added.

The largest buyer was 1607 Capital Partners, adding an estimated $6.19M. The largest seller was Financial & Investment Management Group, cutting an estimated $3.62M.

  • 67 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2014, down from 68 in Q2 2014.
  • Funds reported $247M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2014, down 4.1% quarter-over-quarter.
  • 4 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2014 and 5 closed out, a net change of -1 holder.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2014 was 1607 Capital Partners, an estimated $6.19M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2014 was Financial & Investment Management Group, an estimated $3.62M sold.

Based on aggregated 13F filings for Q3 2014.