Western Asset Inflation-Linked Opportunities & Income Fund
WIW
82 hedge funds and large institutions have $267M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
5% more funds holding
Funds holding: 78 → 82 (+4)
3.56% more ownership
Funds ownership: 39.52% → 43.08% (+3.6%)
2% more capital invested
Capital invested by funds: $262M → $267M (+$5.68M)
13% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$13.9M |
| 2 |
SFPIA
Stevens First Principles Investment Advisors
Newport Beach,
California
|
+$9.27M |
| 3 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$7.32M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.56M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$5.42M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$4.49M |
| 3 |
RGC
Roberts, Glore & Co
Deerfield,
Illinois
|
-$2.46M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.16M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.67M |
WIW Hedge Fund Activity: Q4 2018 in Review
82 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2018, worth a combined $267M — up 2.2% from $262M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new WIW positions and 12 closed out — a net gain of 4 holders — while 21 added to existing stakes and 24 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $13.9M. The largest seller was City of London Investment Management, exiting entirely with an estimated $5.42M sold.
- 82 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2018, up from 78 in Q3 2018.
- Funds reported $267M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2018, up 2.2% quarter-over-quarter.
- 16 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2018 and 12 closed out, a net change of +4 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2018 was Sit Investment Associates, an estimated $13.9M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2018 was City of London Investment Management, an estimated $5.42M sold.
Based on aggregated 13F filings for Q4 2018.