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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

78 hedge funds and large institutions have $262M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

0.16% less ownership

Funds ownership: 39.68% → 39.52% (-0.16%)

3% less capital invested

Capital invested by funds: $271M → $262M (-$8.86M)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1% less funds holding

Funds holding: 79 → 78 (-1)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
11
Increased
27
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$4.18M
2
SIA
Sit Investment Associates
Minnesota
+$4.02M
3
CAN
Cetera Advisor Networks
California
+$703K
4
RJA
Raymond James & Associates
Florida
+$546K
5
DWM
Dakota Wealth Management
Florida
+$473K

Top Sellers

Rank Fund Capital Flow
1
SFPIA
Stevens First Principles Investment Advisors
California
-$8.19M
2
RCM
Rivernorth Capital Management
Florida
-$1.88M
3
1CP
1607 Capital Partners
Virginia
-$1.15M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.13M
5
COLIM
City of London Investment Management
United Kingdom
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCS
51
Levin Capital Strategies
New York
$120K – – –
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$119K -$1.13M -103,028 -90%
WC
53
Whitney & Co
New York
$119K – – –
BRWA
54
B. Riley Wealth Advisors
Florida
$111K -$38.8K -3,525 -26%
AG
55
Advisor Group
Arizona
$111K +$20.4K +1,850 +22%
CHA
56
Carmichael Hill & Associates
Maryland
$109K – – –
Citigroup
57
Citigroup
New York
$73K +$63.2K +5,745 +575%
SPIA
58
Steward Partners Investment Advisory
New York
$71K – – –
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$30K – – –
WAM
60
Wolverine Asset Management
Illinois
$29K +$30K +2,725 New
CFG
61
Citizens Financial Group
Rhode Island
$28K +$28.5K +2,594 New
OFW
62
Omnia Family Wealth
Florida
$27K – – –
PA
63
Parallel Advisors
California
$22K +$220 +20 +1%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$22K +$18.2K +1,654 +473%
TRCT
65
Tower Research Capital (TRC)
New York
$10K +$9.66K +878 New
BA
66
Ballew Advisors
Mississippi
$8K +$8.8K +800 New
BCWM
67
Bartlett & Co Wealth Management
Ohio
$7.11K – – –
BC
68
Bartlett & Co
Ohio
$7K – – –
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$7K – – –
WEC
70
Winslow Evans & Crocker
Massachusetts
$6K – – –
WCM
71
Whitener Capital Management
North Carolina
$6K +$6.6K +600 New
CFA
72
Carroll Financial Associates
North Carolina
$4K – – –
GI
73
Gradient Investments
Minnesota
$4K – – –
WIM
74
Westside Investment Management
California
$2.53K – – –
FHA
75
Flagship Harbor Advisors
Massachusetts
$1K – – –
1 2
3
4

WIW Hedge Fund Activity: Q3 2018 in Review

78 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2018, worth a combined $262M — down 3.3% from $271M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WIW and 11 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 27 added.

The largest buyer was Wells Fargo, adding an estimated $4.18M. The largest seller was Stevens First Principles Investment Advisors, exiting entirely with an estimated $8.19M sold.

  • 78 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2018, down from 79 in Q2 2018.
  • Funds reported $262M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2018, down 3.3% quarter-over-quarter.
  • 11 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2018 and 12 closed out, a net change of -1 holder.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2018 was Wells Fargo, an estimated $4.18M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2018 was Stevens First Principles Investment Advisors, an estimated $8.19M sold.

Based on aggregated 13F filings for Q3 2018.