Western Asset Inflation-Linked Opportunities & Income Fund
WIW
81 hedge funds and large institutions have $276M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 10 closing their positions.
72% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 18
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
8% more funds holding
Funds holding: 75 → 81 (+6)
3% more capital invested
Capital invested by funds: $268M → $276M (+$7.92M)
0.68% more ownership
Funds ownership: 38.8% → 39.48% (+0.68%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$13.3M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$5.29M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.26M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.85M |
| 5 |
Morgan Stanley
New York
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$21.8M |
| 2 |
NCMW
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
-$2.73M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.63M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$753K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$411K |
WIW Hedge Fund Activity: Q4 2017 in Review
81 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2017, worth a combined $276M — up 3% from $268M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new WIW positions and 10 closed out — a net gain of 7 holders — while 31 added to existing stakes and 18 trimmed.
The largest buyer was Wells Fargo, adding an estimated $13.3M. The largest seller was Financial & Investment Management Group, cutting an estimated $21.8M.
- 81 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2017, up from 75 in Q3 2017.
- Funds reported $276M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2017, up 3% quarter-over-quarter.
- 17 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2017 and 10 closed out, a net change of +7 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2017 was Wells Fargo, an estimated $13.3M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2017 was Financial & Investment Management Group, an estimated $21.8M sold.
Based on aggregated 13F filings for Q4 2017.