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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

77 hedge funds and large institutions have $257M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

8% more funds holding

Funds holding: 71 → 77 (+6)

1% more capital invested

Capital invested by funds: $254M → $257M (+$2.7M)

0.39% more ownership

Funds ownership: 37.12% → 37.51% (+0.39%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
2.05%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
12
Increased
27
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$5.55M
2
Bank of America
Bank of America
North Carolina
+$4.21M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.75M
4
Morgan Stanley
Morgan Stanley
New York
+$2.12M
5
Cohen & Steers
Cohen & Steers
New York
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$7.3M
2
Wells Fargo
Wells Fargo
California
-$4.61M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.97M
4
1CP
1607 Capital Partners
Virginia
-$1.77M
5
MIG
Mariner Investment Group
New York
-$742K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fiera Capital (Canada)
51
Fiera Capital (Canada)
Quebec, Canada
$156K +$156K +13,969 New
CL
52
CSS LLC
Illinois
$148K +$849 +76 +0.6%
TWM
53
Torch Wealth Management
Ohio
$127K +$127K +11,331 New
CFN
54
Cordasco Financial Network
Florida
$124K – – –
HH
55
Hilltop Holdings
Texas
$117K – – –
IA
56
IFP Advisors
Florida
$107K +$67 +6 +0.1%
AG
57
Advisor Group
Arizona
$91K – – –
SHJ
58
Sharkey, Howes & Javer
Colorado
$44K – – –
TJHA
59
Thomas J. Herzfeld Advisors
Florida
$34K – – –
NFG
60
Next Financial Group
Texas
$34K +$34.3K +3,065 New
GT
61
Glenmede Trust
Pennsylvania
$33K – – –
Creative Planning
62
Creative Planning
Kansas
$28K +$23.5K +2,100 +540%
Citigroup
63
Citigroup
New York
$27K -$202K -18,104 -88%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$27K -$179 -16 -0.7%
WRM
65
Westport Resources Management
Connecticut
$25K -$153K -13,683 -86%
BC
66
Bartlett & Co
Ohio
$16K – – –
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$15K -$12.3K -1,100 -45%
WEC
68
Winslow Evans & Crocker
Massachusetts
$11.2K – – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$8K +$78 +7 +1%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$8K +$7.82K +700 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$7K – – –
CFA
72
Carroll Financial Associates
North Carolina
$5K – – –
MFS
73
MSI Financial Services
Massachusetts
$3K +$1.04K +93 +43%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K – – –
LCS
75
Levin Capital Strategies
New York
$124 – – –
1 2
3
4

WIW Hedge Fund Activity: Q3 2016 in Review

77 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2016, worth a combined $257M — up 1.1% from $254M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WIW positions and 5 closed out — a net gain of 7 holders — while 27 added to existing stakes and 19 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $5.55M. The largest seller was Karpus Investment Management, cutting an estimated $7.3M.

  • 77 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2016, up from 71 in Q2 2016.
  • Funds reported $257M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2016, up 1.1% quarter-over-quarter.
  • 12 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2016 and 5 closed out, a net change of +7 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2016 was Janney Montgomery Scott, an estimated $5.55M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2016 was Karpus Investment Management, an estimated $7.3M sold.

Based on aggregated 13F filings for Q3 2016.