We are live on ! Find out more
WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

85 hedge funds and large institutions have $291M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

6% more funds holding

Funds holding: 80 → 85 (+5)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

6.13% less ownership

Funds ownership: 48.2% → 42.07% (-6.1%)

10% less capital invested

Capital invested by funds: $325M → $291M (-$34M)

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
30
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.14M
2
Bank of America
Bank of America
North Carolina
+$1.65M
3
ICM
Ionic Capital Management
New York
+$1.59M
4
COLIM
City of London Investment Management
United Kingdom
+$1.45M
5
6M
6 Meridian
Kansas
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$23.2M
2
BlackRock
BlackRock
New York
-$16.9M
3
RCM
Rivernorth Capital Management
Florida
-$4.43M
4
BC
Bartlett & Co
Ohio
-$3.02M
5
BCWM
Bartlett & Co Wealth Management
Ohio
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
51
Horizon Kinetics Asset Management
New York
$308K – – –
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$265K +$123K +10,848 +85%
WAM
53
Wolverine Asset Management
Illinois
$261K +$265K +23,269 New
Walleye Capital
54
Walleye Capital
New York
$260K +$33K +2,902 +14%
Fiera Capital (Canada)
55
Fiera Capital (Canada)
Quebec, Canada
$254K -$1.6M -141,023 -86%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$233K +$236K +20,741 New
RJT
57
Raymond James Trust
Florida
$218K – – –
CL
58
CSS LLC
Illinois
$190K +$1.06K +93 +0.6%
Jane Street
59
Jane Street
New York
$183K +$185K +16,287 New
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$178K +$318 +28 +0.2%
US Bancorp
61
US Bancorp
Minnesota
$177K – – –
QPWM
62
Quadrant Private Wealth Management
Pennsylvania
$145K – – –
OC
63
Oppenheimer & Co
New York
$133K – – –
LCS
64
Levin Capital Strategies
New York
$124K – – –
WS
65
Wedbush Securities
California
$114K -$43.7K -3,845 -28%
SBIA
66
Sheaff Brock Investment Advisors
Indiana
$112K +$114K +10,000 New
CHA
67
Carmichael Hill & Associates
Maryland
$105K – – –
CYG
68
Clean Yield Group
Vermont
$84K +$85.3K +7,500 New
AA
69
Ancora Advisors
Ohio
$70K – – –
LWM
70
Liberty Wealth Management
California
$44K +$364 +32 +0.8%
Citigroup
71
Citigroup
New York
$22K +$10.3K +904 +84%
WT
72
Whittier Trust
California
$18K – – –
GT
73
Glenmede Trust
Pennsylvania
$16K – – –
Barclays
74
Barclays
United Kingdom
$12K +$10.3K +908 New
FPB
75
First PREMIER Bank
South Dakota
$11K – – –
1 2
3
4

WIW Hedge Fund Activity: Q3 2020 in Review

85 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2020, worth a combined $291M — down 10% from $325M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WIW positions and 5 closed out — a net gain of 5 holders — while 30 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.14M. The largest seller was Wells Fargo, cutting an estimated $23.2M.

  • 85 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2020, up from 80 in Q2 2020.
  • Funds reported $291M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2020, down 10% quarter-over-quarter.
  • 10 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2020 and 5 closed out, a net change of +5 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2020 was Morgan Stanley, an estimated $2.14M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2020 was Wells Fargo, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2020.