Western Asset Inflation-Linked Opportunities & Income Fund
WIW
67 hedge funds and large institutions have $235M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 9 closing their positions.
1.96% more ownership
Funds ownership: 32.38% → 34.33% (+2%)
4% more capital invested
Capital invested by funds: $226M → $235M (+$8.68M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
1% less funds holding
Funds holding: 68 → 67 (-1)
17% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$11.4M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.57M |
| 3 |
Morgan Stanley
New York
|
+$1.22M |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$1.16M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$554K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$1.25M |
| 2 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
-$986K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$815K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$407K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$405K |
WIW Hedge Fund Activity: Q2 2015 in Review
67 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2015, worth a combined $235M — up 3.8% from $226M a quarter earlier.
Fund positioning in WIW was balanced in Q2 2015: 9 funds opened new positions, 9 closed out, 19 added to existing stakes and 23 trimmed.
The largest buyer was Wells Fargo, adding an estimated $11.4M. The largest seller was Mariner Investment Group, cutting an estimated $1.25M.
- 67 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2015, down from 68 in Q1 2015.
- Funds reported $235M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2015, up 3.8% quarter-over-quarter.
- 9 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2015 and 9 closed out, a net change of 0 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2015 was Wells Fargo, an estimated $11.4M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2015 was Mariner Investment Group, an estimated $1.25M sold.
Based on aggregated 13F filings for Q2 2015.