Western Asset Inflation-Linked Opportunities & Income Fund
WIW
72 hedge funds and large institutions have $232M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
35% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 20
4% more funds holding
Funds holding: 69 → 72 (+3)
2% more capital invested
Capital invested by funds: $227M → $232M (+$4.43M)
0.9% more ownership
Funds ownership: 35.67% → 36.57% (+0.9%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$1.9M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$1.75M |
| 3 |
Morgan Stanley
New York
|
+$1.58M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.35M |
| 5 |
RGC
Roberts, Glore & Co
Deerfield,
Illinois
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.88M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.28M |
| 3 |
NCMW
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
-$650K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$380K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$307K |
WIW Hedge Fund Activity: Q4 2015 in Review
72 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2015, worth a combined $232M — up 1.9% from $227M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WIW positions and 4 closed out — a net gain of 3 holders — while 27 added to existing stakes and 20 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $1.9M. The largest seller was Karpus Investment Management, cutting an estimated $2.88M.
- 72 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2015, up from 69 in Q3 2015.
- Funds reported $232M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2015, up 1.9% quarter-over-quarter.
- 7 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2015 and 4 closed out, a net change of +3 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2015 was HighTower Advisors, an estimated $1.9M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2015 was Karpus Investment Management, an estimated $2.88M sold.
Based on aggregated 13F filings for Q4 2015.