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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

80 hedge funds and large institutions have $325M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $277M → $325M (+$47.5M)

1.06% more ownership

Funds ownership: 47.14% → 48.2% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9% less funds holding

Funds holding: 88 → 80 (-8)

30% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 33

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
80
Holders Change
-8
Holders Change %
-9.09%
% of All Funds
1.64%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
23
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$16.2M
2
COLIM
City of London Investment Management
United Kingdom
+$6.93M
3
PCP
Proficio Capital Partners
Massachusetts
+$3.69M
4
HighTower Advisors
HighTower Advisors
Illinois
+$1.62M
5
WCA
Windsor Creek Advisors
Vermont
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$6.36M
2
MC
Matisse Capital
Oregon
-$4.11M
3
Wells Fargo
Wells Fargo
California
-$3.19M
4
Morgan Stanley
Morgan Stanley
New York
-$1.57M
5
AA
Ancora Advisors
Ohio
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Walleye Capital
51
Walleye Capital
New York
$222K -$134K -12,749 -39%
RJT
52
Raymond James Trust
Florida
$212K – – –
CL
53
CSS LLC
Illinois
$184K +$641 +61 +0.4%
US Bancorp
54
US Bancorp
Minnesota
$173K – – –
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$173K +$18.2K +1,732 +12%
WS
56
Wedbush Securities
California
$153K -$52.4K -4,994 -26%
FFA
57
First Foundation Advisors
California
$149K – – –
QPWM
58
Quadrant Private Wealth Management
Pennsylvania
$141K – – –
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$140K +$134K +12,754 New
OC
60
Oppenheimer & Co
New York
$129K – – –
LCS
61
Levin Capital Strategies
New York
$121K – – –
MC
62
Matisse Capital
Oregon
$117K -$4.11M -391,357 -97%
CPC
63
Congress Park Capital
New York
$110K -$42K -4,000 -29%
CHA
64
Carmichael Hill & Associates
Maryland
$102K -$23.7K -2,255 -20%
AA
65
Ancora Advisors
Ohio
$68K -$1.47M -140,400 -96%
LWM
66
Liberty Wealth Management
California
$43K +$389 +37 +1%
WT
67
Whittier Trust
California
$17K – – –
CAN
68
Cetera Advisor Networks
California
$17K +$16.1K +1,534 New
GT
69
Glenmede Trust
Pennsylvania
$16K – – –
GWM
70
Geneos Wealth Management
Colorado
$11K -$47K -4,477 -81%
FPB
71
First PREMIER Bank
South Dakota
$11K – – –
Citigroup
72
Citigroup
New York
$11K +$3.98K +379 +54%
BCA
73
Berman Capital Advisors
Georgia
$8K – – –
FHA
74
Flagship Harbor Advisors
Massachusetts
$8K – – –
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$7K – – –
1 2
3
4

WIW Hedge Fund Activity: Q2 2020 in Review

80 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2020, worth a combined $325M — up 17% from $277M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of WIW and 6 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 23 added.

The largest buyer was BlackRock, opening a new position worth an estimated $16.2M. The largest seller was Sit Investment Associates, cutting an estimated $6.36M.

  • 80 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2020, down from 88 in Q1 2020.
  • Funds reported $325M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2020, up 17% quarter-over-quarter.
  • 6 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2020 and 13 closed out, a net change of -7 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2020 was BlackRock, an estimated $16.2M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2020 was Sit Investment Associates, an estimated $6.36M sold.

Based on aggregated 13F filings for Q2 2020.