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WIW

Western Asset Inflation-Linked Opportunities & Income Fund

82 hedge funds and large institutions have $283M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 7982 (+3)

0.86% more ownership

Funds ownership: 44.37%45.23% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $291M → $283M (-$8.59M)

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
21
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$224K
US Bancorp
52
US Bancorp
Minnesota
$185K +$7.29K +670 +4%
AG
53
Advisor Group
Arizona
$170K +$5.86K +539 +4%
CL
54
CSS LLC
Illinois
$151K +$903 +83 +0.6%
LPL Financial
55
LPL Financial
California
$150K -$2.37K -218 -2%
DA
56
Doliver Advisors
Texas
$138K -$14.3K -1,312 -10%
FIA
57
FNY Investment Advisers
New York
$138K +$134K +12,358 New
WC
58
Whitney & Co
New York
$129K
FHA
59
First Horizon Advisors
Tennessee
$128K +$125K +11,500 New
LCS
60
Levin Capital Strategies
New York
$124K
Walleye Capital
61
Walleye Capital
New York
$115K +$112K +10,300 New
CHA
62
Carmichael Hill & Associates
Maryland
$112K +$109K +10,024 New
LWM
63
Liberty Wealth Management
California
$42K +$402 +37 +1%
TRCT
64
Tower Research Capital (TRC)
New York
$40K +$38.5K +3,544 New
RIA
65
Realta Investment Advisors
Delaware
$35K +$13.5K +1,244 +66%
RCM
66
Rivernorth Capital Management
Florida
$26.8K +$4.19M +385,605 +19%
PB
67
Pinnacle Bancorp
Nebraska
$22K
FHA
68
Flagship Harbor Advisors
Massachusetts
$17K
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$11K +$4.3K +395 +66%
FPB
70
First PREMIER Bank
South Dakota
$11K +$10.9K +1,000 New
BCA
71
Berman Capital Advisors
Georgia
$8K
Citigroup
72
Citigroup
New York
$7K -$4.35K -400 -40%
WCM
73
Whitener Capital Management
North Carolina
$6K
WEC
74
Winslow Evans & Crocker
Massachusetts
$6K
CFA
75
Carroll Financial Associates
North Carolina
$5K

WIW Hedge Fund Activity: Q2 2019 in Review

82 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2019, worth a combined $283M — down 2.9% from $291M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WIW positions and 8 closed out — a net gain of 4 holders — while 21 added to existing stakes and 29 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.19M. The largest seller was Curi RMB Capital, cutting an estimated $1.87M.

  • 82 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2019, up from 79 in Q1 2019.
  • Funds reported $283M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2019, down 2.9% quarter-over-quarter.
  • 12 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2019 and 8 closed out, a net change of +4 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2019 was Rivernorth Capital Management, an estimated $4.19M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2019 was Curi RMB Capital, an estimated $1.87M sold.

Based on aggregated 13F filings for Q2 2019.