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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

90 hedge funds and large institutions have $326M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

2.37% more ownership

Funds ownership: 41.59% → 43.97% (+2.4%)

3% more capital invested

Capital invested by funds: $317M → $326M (+$9.78M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

2% less funds holding

Funds holding: 92 → 90 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
35
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$10M
2
HighTower Advisors
HighTower Advisors
Illinois
+$7.77M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$5.07M
4
SIA
Sit Investment Associates
Minnesota
+$4.53M
5
Morgan Stanley
Morgan Stanley
New York
+$3.9M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$6.7M
2
PCP
Proficio Capital Partners
Massachusetts
-$6.17M
3
PCM
PenderFund Capital Management
British Columbia, Canada
-$5.53M
4
Bank of America
Bank of America
North Carolina
-$2.43M
5
MIG
Mariner Investment Group
New York
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
51
Matisse Capital
Oregon
$471K – – –
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$437K +$71.2K +5,792 +19%
WAM
53
Wolverine Asset Management
Illinois
$428K +$243K +19,736 +128%
Osaic Holdings
54
Osaic Holdings
Arizona
$410K -$320K -25,996 -44%
TCA
55
Transcend Capital Advisors
New Jersey
$398K +$246 +20 +0.1%
MML Investors Services
56
MML Investors Services
Massachusetts
$388K -$10.1K -825 -3%
DADC
57
D.A. Davidson & Co
Montana
$373K – – –
HKAM
58
Horizon Kinetics Asset Management
New York
$331K -$2.46K -200 -0.7%
Cerity Partners
59
Cerity Partners
New York
$274K +$277K +22,550 New
Walleye Trading
60
Walleye Trading
New York
$266K +$132K +10,776 +97%
LPL Financial
61
LPL Financial
California
$257K +$33.5K +2,727 +15%
SBIA
62
Sheaff Brock Investment Advisors
Indiana
$213K – – –
RJT
63
Raymond James Trust
Florida
$212K -$23.7K -1,932 -10%
CL
64
CSS LLC
Illinois
$205K – – –
US Bancorp
65
US Bancorp
Minnesota
$191K – – –
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$176K +$12.6K +1,026 +8%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$168K +$170K +13,841 New
KAS
68
Kestra Advisory Services
Texas
$166K -$5.35K -435 -3%
SWM
69
Spire Wealth Management
Virginia
$161K +$162K +13,200 New
QPWM
70
Quadrant Private Wealth Management
Pennsylvania
$157K – – –
OC
71
Oppenheimer & Co
New York
$143K – – –
CHA
72
Carmichael Hill & Associates
Maryland
$113K – – –
HI
73
Harbour Investments
Wisconsin
$55K +$55.3K +4,500 New
LWM
74
Liberty Wealth Management
California
$49K – – –
AA
75
Ancora Advisors
Ohio
$45K -$30.7K -2,500 -40%
1 2
3
4

WIW Hedge Fund Activity: Q1 2021 in Review

90 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2021, worth a combined $326M — up 3.1% from $317M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of WIW and 8 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 35 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $10M. The largest seller was Rivernorth Capital Management, cutting an estimated $6.7M.

  • 90 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2021, down from 92 in Q4 2020.
  • Funds reported $326M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2021, up 3.1% quarter-over-quarter.
  • 8 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2021 and 9 closed out, a net change of -1 holder.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $10M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2021 was Rivernorth Capital Management, an estimated $6.7M sold.

Based on aggregated 13F filings for Q1 2021.