We are live on ! Find out more
WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

77 hedge funds and large institutions have $256M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

5% more funds holding

Funds holding: 73 → 77 (+4)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.53% less ownership

Funds ownership: 38.02% → 37.49% (-0.53%)

1% less capital invested

Capital invested by funds: $259M → $256M (-$2.92M)

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
11
Increased
26
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$5.83M
2
Wells Fargo
Wells Fargo
California
+$3.65M
3
FFA
First Foundation Advisors
California
+$2.34M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$693K
5
RGC
Roberts, Glore & Co
Illinois
+$619K

Top Sellers

Rank Fund Capital Flow
1
FIMG
Financial & Investment Management Group
Michigan
-$11.9M
2
Bank of America
Bank of America
North Carolina
-$2.29M
3
SIA
Sit Investment Associates
Minnesota
-$1.94M
4
1CP
1607 Capital Partners
Virginia
-$972K
5
Invesco
Invesco
Georgia
-$730K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCS
51
Levin Capital Strategies
New York
$124K – – –
Millennium Management
52
Millennium Management
New York
$117K +$117K +10,465 New
HH
53
Hilltop Holdings
Texas
$116K – – –
FAAS
54
First Allied Advisory Services
California
$116K +$2.79K +250 +2%
LCM
55
Laurion Capital Management
New York
$116K +$116K +10,400 New
IA
56
IFP Advisors
Florida
$114K +$7.55K +677 +7%
AG
57
Advisor Group
Arizona
$87K -$22.3K -2,000 -20%
SHJ
58
Sharkey, Howes & Javer
Colorado
$44K – – –
WAM
59
Wolverine Asset Management
Illinois
$41K +$41.5K +3,724 New
GT
60
Glenmede Trust
Pennsylvania
$33K – – –
PB
61
Pinnacle Bancorp
Nebraska
$22K +$22.3K +2,000 New
Citigroup
62
Citigroup
New York
$12K +$11.3K +1,017 +2,260%
WEC
63
Winslow Evans & Crocker
Massachusetts
$11.2K – – –
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$11K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$11K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$8K +$67 +6 +0.9%
BC
67
Bartlett & Co
Ohio
$7K – – –
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$7K – – –
CFA
69
Carroll Financial Associates
North Carolina
$5K – – –
AAP
70
Arax Advisory Partners
Colorado
$5K +$22 +2 +0.4%
Creative Planning
71
Creative Planning
Kansas
$4K – – –
WIM
72
Westside Investment Management
California
$2.6K – – –
GWM
73
Geneos Wealth Management
Colorado
$1K – – –
WT
74
Whittier Trust
California
$1K +$602 +54 New
CA
75
Cetera Advisors
Colorado
– -$156K -14,000 Closed
1 2
3
4

WIW Hedge Fund Activity: Q1 2017 in Review

77 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2017, worth a combined $256M — down 1.1% from $259M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WIW positions and 6 closed out — a net gain of 5 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $5.83M. The largest seller was Financial & Investment Management Group, cutting an estimated $11.9M.

  • 77 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2017, up from 73 in Q4 2016.
  • Funds reported $256M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2017, down 1.1% quarter-over-quarter.
  • 11 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2017 and 6 closed out, a net change of +5 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2017 was Rivernorth Capital Management, an estimated $5.83M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2017 was Financial & Investment Management Group, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2017.