Western Asset Inflation-Linked Opportunities & Income Fund
WIW
68 hedge funds and large institutions have $226M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
47% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 17
6% more funds holding
Funds holding: 64 → 68 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.96% less ownership
Funds ownership: 34.34% → 32.38% (-2%)
5% less capital invested
Capital invested by funds: $239M → $226M (-$12.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.28M |
| 2 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$2.04M |
| 3 |
Morgan Stanley
New York
|
+$1.33M |
| 4 |
HFS
HL Financial Services
Louisville,
Kentucky
|
+$1.27M |
| 5 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$16.3M |
| 2 |
HK
Horizon Kinetics
New York
|
-$4.09M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.2M |
| 4 |
CPO
Cerity Partners OCIO
New York
|
-$1.04M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$936K |
WIW Hedge Fund Activity: Q1 2015 in Review
68 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2015, worth a combined $226M — down 5.1% from $239M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WIW positions and 7 closed out — a net gain of 4 holders — while 25 added to existing stakes and 17 trimmed.
The largest buyer was Advisors Asset Management, opening a new position worth an estimated $2.28M. The largest seller was Wells Fargo, cutting an estimated $16.3M.
- 68 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2015, up from 64 in Q4 2014.
- Funds reported $226M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2015, down 5.1% quarter-over-quarter.
- 11 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2015 and 7 closed out, a net change of +4 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2015 was Advisors Asset Management, an estimated $2.28M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2015 was Wells Fargo, an estimated $16.3M sold.
Based on aggregated 13F filings for Q1 2015.