Western Asset Inflation-Linked Opportunities & Income Fund
WIW
69 hedge funds and large institutions have $252M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 10 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
9% more capital invested
Capital invested by funds: $232M → $252M (+$20.8M)
0.74% more ownership
Funds ownership: 36.57% → 37.31% (+0.74%)
4% less funds holding
Funds holding: 72 → 69 (-3)
12% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 25
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$3.43M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.24M |
| 3 |
Morgan Stanley
New York
|
-$1.77M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.52M |
| 5 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
-$1.12M |
WIW Hedge Fund Activity: Q1 2016 in Review
69 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 2016, worth a combined $252M — up 9% from $232M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of WIW and 7 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 22 added.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $10.2M. The largest seller was Baird Financial Group, exiting entirely with an estimated $3.43M sold.
- 69 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2016, down from 72 in Q4 2015.
- Funds reported $252M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2016, up 9% quarter-over-quarter.
- 7 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2016 and 10 closed out, a net change of -3 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2016 was Sit Investment Associates, an estimated $10.2M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2016 was Baird Financial Group, an estimated $3.43M sold.
Based on aggregated 13F filings for Q1 2016.