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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

87 hedge funds and large institutions have $340M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $348M → $340M (-$8.26M)

1.6% less ownership

Funds ownership: 43.49% → 41.89% (-1.6%)

3% less funds holding

Funds holding: 90 → 87 (-3)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
5
Increased
24
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$9.44M
2
LPL Financial
LPL Financial
California
+$5.47M
3
PPA
Parametric Portfolio Associates
Washington
+$1.96M
4
CPC
Congress Park Capital
New York
+$1.36M
5
Bank of America
Bank of America
North Carolina
+$637K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$16.5M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.22M
3
AL
Arnhold LLC
New York
-$2.03M
4
Morgan Stanley
Morgan Stanley
New York
-$1.44M
5
Wells Fargo
Wells Fargo
California
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
51
Horizon Kinetics Asset Management
New York
$362K – – –
MML Investors Services
52
MML Investors Services
Massachusetts
$350K +$8.33K +626 +2%
RJT
53
Raymond James Trust
Florida
$294K – – –
Osaic Holdings
54
Osaic Holdings
Arizona
$290K -$30.7K -2,304 -10%
Cerity Partners
55
Cerity Partners
New York
$247K -$53.2K -4,000 -18%
SBIA
56
Sheaff Brock Investment Advisors
Indiana
$246K +$13.3K +1,000 +6%
CL
57
CSS LLC
Illinois
$224K – – –
US Bancorp
58
US Bancorp
Minnesota
$209K – – –
Walleye Trading
59
Walleye Trading
New York
$196K -$71.8K -5,399 -27%
KAS
60
Kestra Advisory Services
Texas
$196K -$545 -41 -0.3%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$176K +$176K +13,242 New
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$174K -$19.9K -1,497 -10%
OC
63
Oppenheimer & Co
New York
$157K – – –
BC
64
Bartlett & Co
Ohio
$127K – – –
BCWM
65
Bartlett & Co Wealth Management
Ohio
$127K – – –
CHA
66
Carmichael Hill & Associates
Maryland
$120K -$3.33K -250 -3%
CYG
67
Clean Yield Group
Vermont
$73K – – –
Citigroup
68
Citigroup
New York
$72K +$26.7K +2,008 +58%
HI
69
Harbour Investments
Wisconsin
$60K – – –
LWM
70
Liberty Wealth Management
California
$54K +$426 +32 +0.8%
SWM
71
Spire Wealth Management
Virginia
$53K -$122K -9,200 -70%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$45K +$106 +8 +0.2%
AA
73
Ancora Advisors
Ohio
$24K -$25K -1,878 -51%
WT
74
Whittier Trust
California
$21K – – –
FF
75
FourThought Financial
Florida
$19K +$20K +1,502 New
1 2
3
4

WIW Hedge Fund Activity: Q3 2021 in Review

87 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2021, worth a combined $340M — down 2.4% from $348M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WIW and 5 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 24 added.

The largest buyer was Sit Investment Associates, adding an estimated $9.44M. The largest seller was Rivernorth Capital Management, cutting an estimated $16.5M.

  • 87 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2021, down from 90 in Q2 2021.
  • Funds reported $340M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2021, down 2.4% quarter-over-quarter.
  • 5 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2021 and 7 closed out, a net change of -2 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2021 was Sit Investment Associates, an estimated $9.44M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2021 was Rivernorth Capital Management, an estimated $16.5M sold.

Based on aggregated 13F filings for Q3 2021.