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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

88 hedge funds and large institutions have $277M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1.71% more ownership

Funds ownership: 45.43% → 47.14% (+1.7%)

0% more funds holding

Funds holding: 88 → 88 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

14% less capital invested

Capital invested by funds: $321M → $277M (-$44.1M)

Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
27
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$19.5M
2
PCP
Proficio Capital Partners
Massachusetts
+$3.48M
3
COLIM
City of London Investment Management
United Kingdom
+$3.1M
4
MC
Matisse Capital
Oregon
+$2.43M
5
PCM
PenderFund Capital Management
British Columbia, Canada
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$9.45M
2
KIM
Karpus Investment Management
New York
-$8.01M
3
Morgan Stanley
Morgan Stanley
New York
-$3.68M
4
1CP
1607 Capital Partners
Virginia
-$2.21M
5
Wells Fargo
Wells Fargo
California
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
51
Hollencrest Capital Management
California
$352K -$202K -18,157 -33%
Walleye Capital
52
Walleye Capital
New York
$315K +$70.2K +6,300 +24%
DADC
53
D.A. Davidson & Co
Montana
$304K – – –
WAM
54
Wealthspire Advisors (Maryland)
Maryland
$220K – – –
WANY
55
Wealthspire Advisors (New York)
New York
$220K +$256K +23,000 New
RJT
56
Raymond James Trust
Florida
$185K +$19.2K +1,725 +10%
WS
57
Wedbush Securities
California
$181K -$11.1K -994 -5%
CL
58
CSS LLC
Illinois
$160K +$33.8K +3,037 +22%
US Bancorp
59
US Bancorp
Minnesota
$151K – – –
PPA
60
Parametric Portfolio Associates
Washington
$140K -$130K -11,676 -44%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$134K -$107K -9,592 -41%
CPC
62
Congress Park Capital
New York
$134K +$156K +14,000 New
DA
63
Doliver Advisors
Texas
$133K -$35.7K -3,200 -20%
FFA
64
First Foundation Advisors
California
$130K – – –
WAM
65
Wolverine Asset Management
Illinois
$128K +$140K +12,525 +1,337%
QPWM
66
Quadrant Private Wealth Management
Pennsylvania
$123K – – –
OC
67
Oppenheimer & Co
New York
$113K -$111K -10,000 -46%
CHA
68
Carmichael Hill & Associates
Maryland
$111K – – –
Walleye Trading
69
Walleye Trading
New York
$108K -$17.8K -1,600 -12%
LCS
70
Levin Capital Strategies
New York
$106K – – –
WC
71
Whitney & Co
New York
$96K – – –
GWM
72
Geneos Wealth Management
Colorado
$55K +$60K +5,380 +3,301%
LWM
73
Liberty Wealth Management
California
$37K +$423 +38 +1%
GT
74
Glenmede Trust
Pennsylvania
$17K – – –
WT
75
Whittier Trust
California
$15K +$17.5K +1,572 New
1 2
3
4 5

WIW Hedge Fund Activity: Q1 2020 in Review

88 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2020, worth a combined $277M — down 14% from $321M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WIW positions and 15 closed out — a net gain of 2 holders — while 27 added to existing stakes and 28 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $19.5M. The largest seller was Sit Investment Associates, cutting an estimated $9.45M.

  • 88 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $277M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2020, down 14% quarter-over-quarter.
  • 17 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2020 and 15 closed out, a net change of +2 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2020 was Rivernorth Capital Management, an estimated $19.5M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2020 was Sit Investment Associates, an estimated $9.45M sold.

Based on aggregated 13F filings for Q1 2020.