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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

73 hedge funds and large institutions have $261M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

1.17% more ownership

Funds ownership: 37.49% → 38.66% (+1.2%)

2% more capital invested

Capital invested by funds: $256M → $261M (+$4.46M)

5% less funds holding

Funds holding: 77 → 73 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
4
Increased
25
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$7.55M
2
RCM
Rivernorth Capital Management
Florida
+$3.54M
3
RGC
Roberts, Glore & Co
Illinois
+$997K
4
CRC
Curi RMB Capital
Illinois
+$929K
5
WAM
Wolverine Asset Management
Illinois
+$704K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.94M
2
FFA
First Foundation Advisors
California
-$1.03M
3
1CP
1607 Capital Partners
Virginia
-$836K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$810K
5
GC
Guggenheim Capital
Illinois
-$572K
Name Holding Trade Value Shares
Change 		Change in
Stake
DIS
51
Diversified Investment Strategies
Louisiana
$161K – – –
Fiera Capital (Canada)
52
Fiera Capital (Canada)
Quebec, Canada
$149K -$2.05K -185 -1%
CL
53
CSS LLC
Illinois
$147K – – –
IA
54
IFP Advisors
Florida
$137K +$24.2K +2,184 +21%
LCS
55
Levin Capital Strategies
New York
$122K – – –
HH
56
Hilltop Holdings
Texas
$115K – – –
WA
57
WFG Advisors
Texas
$63K +$63.6K +5,737 New
AG
58
Advisor Group
Arizona
$54K -$31.1K -2,800 -36%
GT
59
Glenmede Trust
Pennsylvania
$33K – – –
Citigroup
60
Citigroup
New York
$12K – – –
WEC
61
Winslow Evans & Crocker
Massachusetts
$11K – – –
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$11K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$10K – – –
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$9K +$2.69K +242 +40%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$8K +$78 +7 +1%
BC
66
Bartlett & Co
Ohio
$7K – – –
CFA
67
Carroll Financial Associates
North Carolina
$4K – – –
Creative Planning
68
Creative Planning
Kansas
$4K – – –
WIM
69
Westside Investment Management
California
$2.56K – – –
GWM
70
Geneos Wealth Management
Colorado
$1K – – –
WT
71
Whittier Trust
California
$1K – – –
GC
72
Guggenheim Capital
Illinois
– -$572K -51,216 Closed
PR
73
Payden & Rygel
California
– -$219K -19,600 Closed
LCM
74
Laurion Capital Management
New York
– -$116K -10,400 Closed
FAAS
75
First Allied Advisory Services
California
– -$116K -10,380 Closed
1 2
3
4

WIW Hedge Fund Activity: Q2 2017 in Review

73 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2017, worth a combined $261M — up 1.7% from $256M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WIW and 4 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 25 added.

The largest buyer was Wells Fargo, adding an estimated $7.55M. The largest seller was Morgan Stanley, cutting an estimated $4.94M.

  • 73 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2017, down from 77 in Q1 2017.
  • Funds reported $261M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2017, up 1.7% quarter-over-quarter.
  • 4 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2017 and 7 closed out, a net change of -3 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2017 was Wells Fargo, an estimated $7.55M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2017 was Morgan Stanley, an estimated $4.94M sold.

Based on aggregated 13F filings for Q2 2017.