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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

88 hedge funds and large institutions have $321M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more capital invested

Capital invested by funds: $282M → $321M (+$39.2M)

4% more funds holding

Funds holding: 85 → 88 (+3)

0.56% less ownership

Funds ownership: 45.99% → 45.43% (-0.56%)

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
11
Increased
38
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$6.9M
2
RCM
Rivernorth Capital Management
Florida
+$5.39M
3
MC
Matisse Capital
Oregon
+$2.06M
4
Morgan Stanley
Morgan Stanley
New York
+$1.79M
5
RGC
Roberts, Glore & Co
Illinois
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$24.5M
2
WAM
Wolverine Asset Management
Illinois
-$1.28M
3
BL
BFSG LLC
California
-$279K
4
LCM
Landscape Capital Management
New Jersey
-$264K
5
RJA
Raymond James & Associates
Florida
-$230K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$273K -$503 -45 -0.2%
WAM
52
Wealthspire Advisors (Maryland)
Maryland
$265K – – –
WKWM
53
Walter & Keenan Wealth Management
Indiana
$262K +$626 +56 +0.2%
OC
54
Oppenheimer & Co
New York
$252K +$20.1K +1,800 +9%
FIA
55
FNY Investment Advisers
New York
$242K -$102K -9,109 -30%
CRC
56
Curi RMB Capital
Illinois
$234K +$7.82K +700 +4%
WS
57
Wedbush Securities
California
$230K -$14.6K -1,305 -6%
AG
58
Advisor Group
Arizona
$215K -$3.39K -303 -2%
RJT
59
Raymond James Trust
Florida
$204K +$197K +17,662 New
LPL Financial
60
LPL Financial
California
$192K +$35.8K +3,203 +24%
DA
61
Doliver Advisors
Texas
$187K +$27K +2,417 +18%
US Bancorp
62
US Bancorp
Minnesota
$182K -$7.49K -670 -4%
CL
63
CSS LLC
Illinois
$158K +$984 +88 +0.6%
FFA
64
First Foundation Advisors
California
$156K – – –
QPWM
65
Quadrant Private Wealth Management
Pennsylvania
$149K – – –
Walleye Trading
66
Walleye Trading
New York
$149K +$144K +12,900 New
CHA
67
Carmichael Hill & Associates
Maryland
$133K – – –
FHA
68
First Horizon Advisors
Tennessee
$132K – – –
LCS
69
Levin Capital Strategies
New York
$128K – – –
WC
70
Whitney & Co
New York
$115K – – –
LWM
71
Liberty Wealth Management
California
$44K +$414 +37 +1%
RIA
72
Realta Investment Advisors
Delaware
$35K +$235 +21 +0.7%
AWM
73
Avior Wealth Management
Nebraska
$32K +$31.3K +2,800 New
FHA
74
Flagship Harbor Advisors
Massachusetts
$18K – – –
GT
75
Glenmede Trust
Pennsylvania
$17K – – –
1 2
3
4

WIW Hedge Fund Activity: Q4 2019 in Review

88 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2019, worth a combined $321M — up 14% from $282M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WIW positions and 7 closed out — a net gain of 4 holders — while 38 added to existing stakes and 19 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $6.9M. The largest seller was Wells Fargo, cutting an estimated $24.5M.

  • 88 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2019, up from 85 in Q3 2019.
  • Funds reported $321M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2019, up 14% quarter-over-quarter.
  • 11 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2019 and 7 closed out, a net change of +4 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2019 was Sit Investment Associates, an estimated $6.9M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2019 was Wells Fargo, an estimated $24.5M sold.

Based on aggregated 13F filings for Q4 2019.