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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

92 hedge funds and large institutions have $317M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

9% more capital invested

Capital invested by funds: $291M → $317M (+$26M)

8% more funds holding

Funds holding: 85 → 92 (+7)

0.48% less ownership

Funds ownership: 42.07% → 41.59% (-0.48%)

Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
15
Increased
33
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BL
BFSG LLC
California
+$4M
2
SIA
Sit Investment Associates
Minnesota
+$1.94M
3
OA
Oxbow Advisors
Texas
+$1.26M
4
UBS Group
UBS Group
Switzerland
+$1.01M
5
Bank of America
Bank of America
North Carolina
+$993K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$10.5M
2
COLIM
City of London Investment Management
United Kingdom
-$3.74M
3
Wells Fargo
Wells Fargo
California
-$2.71M
4
BC
Bartlett & Co
Ohio
-$710K
5
BCWM
Bartlett & Co Wealth Management
Ohio
-$710K
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
51
Stolper & Co
Oklahoma
$565K -$9.82K -839 -2%
CPC
52
Congress Park Capital
New York
$521K +$140K +12,000 +40%
Citigroup
53
Citigroup
New York
$508K +$456K +38,939 +1,964%
MC
54
Matisse Capital
Oregon
$481K – – –
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$420K +$154K +13,120 +63%
MML Investors Services
56
MML Investors Services
Massachusetts
$406K -$141K -12,069 -27%
TCA
57
Transcend Capital Advisors
New Jersey
$406K +$383K +32,730 New
DADC
58
D.A. Davidson & Co
Montana
$381K +$11.7K +1,000 +3%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$374K +$76.6K +6,542 +28%
HKAM
60
Horizon Kinetics Asset Management
New York
$340K – – –
RJT
61
Raymond James Trust
Florida
$241K – – –
LPL Financial
62
LPL Financial
California
$228K +$215K +18,385 New
SBIA
63
Sheaff Brock Investment Advisors
Indiana
$217K +$87.8K +7,500 +75%
CL
64
CSS LLC
Illinois
$210K +$176 +15 +0.1%
Fiera Capital (Canada)
65
Fiera Capital (Canada)
Quebec, Canada
$197K -$77.9K -6,658 -29%
US Bancorp
66
US Bancorp
Minnesota
$195K – – –
WAM
67
Wolverine Asset Management
Illinois
$191K -$91.4K -7,804 -34%
KAS
68
Kestra Advisory Services
Texas
$173K +$165K +14,093 New
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$167K -$27.8K -2,373 -15%
QPWM
70
Quadrant Private Wealth Management
Pennsylvania
$160K – – –
OC
71
Oppenheimer & Co
New York
$146K – – –
Walleye Trading
72
Walleye Trading
New York
$138K +$130K +11,093 New
CHA
73
Carmichael Hill & Associates
Maryland
$115K – – –
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$105K +$92.5K +7,900 +1,317%
AA
75
Ancora Advisors
Ohio
$77K – – –
1 2
3
4

WIW Hedge Fund Activity: Q4 2020 in Review

92 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2020, worth a combined $317M — up 9% from $291M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WIW positions and 8 closed out — a net gain of 7 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was BFSG LLC, adding an estimated $4M. The largest seller was HighTower Advisors, exiting entirely with an estimated $10.5M sold.

  • 92 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2020, up from 85 in Q3 2020.
  • Funds reported $317M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2020, up 9% quarter-over-quarter.
  • 15 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2020 and 8 closed out, a net change of +7 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2020 was BFSG LLC, an estimated $4M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2020 was HighTower Advisors, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2020.