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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

89 hedge funds and large institutions have $343M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

2% more funds holding

Funds holding: 87 → 89 (+2)

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

1% more capital invested

Capital invested by funds: $340M → $343M (+$3.68M)

0.56% less ownership

Funds ownership: 41.89% → 41.34% (-0.56%)

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
28
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$28.3M
2
LPL Financial
LPL Financial
California
+$3.82M
3
Morgan Stanley
Morgan Stanley
New York
+$2.27M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.45M
5
PPA
Parametric Portfolio Associates
Washington
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$27.2M
2
RCM
Rivernorth Capital Management
Florida
-$25.4M
3
HighTower Advisors
HighTower Advisors
Illinois
-$8.16M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$5.02M
5
1CP
1607 Capital Partners
Virginia
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Walleye Capital
51
Walleye Capital
New York
$433K -$491K -36,344 -53%
DADC
52
D.A. Davidson & Co
Montana
$411K -$5.41K -400 -1%
HKAM
53
Horizon Kinetics Asset Management
New York
$370K – – –
MML Investors Services
54
MML Investors Services
Massachusetts
$369K +$11.2K +831 +3%
HighTower Advisors
55
HighTower Advisors
Illinois
$314K -$8.16M -603,787 -96%
Osaic Holdings
56
Osaic Holdings
Arizona
$297K +$1.92K +142 +0.7%
SPIA
57
Steward Partners Investment Advisory
New York
$284K +$282K +20,880 New
TIM
58
Triad Investment Management
California
$284K +$283K +20,943 New
SBIA
59
Sheaff Brock Investment Advisors
Indiana
$251K – – –
PAG
60
Private Advisor Group
New Jersey
$227K -$290K -21,440 -56%
US Bancorp
61
US Bancorp
Minnesota
$214K – – –
CA
62
CGN Advisors
Kansas
$201K +$200K +14,820 New
KAS
63
Kestra Advisory Services
Texas
$196K -$4.59K -340 -2%
RJT
64
Raymond James Trust
Florida
$185K -$115K -8,530 -39%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$172K +$171K +12,686 New
KIM
66
Karpus Investment Management
New York
$170K -$781K -57,804 -82%
OC
67
Oppenheimer & Co
New York
$160K – – –
TFCP
68
Twin Focus Capital Partners
Massachusetts
$137K -$929K -68,721 -87%
CHA
69
Carmichael Hill & Associates
Maryland
$123K – – –
CYG
70
Clean Yield Group
Vermont
$75K – – –
AWA
71
Aquire Wealth Advisors
Utah
$61K +$60.8K +4,500 New
CFD
72
Creative Financial Designs
Indiana
$51K +$51K +3,771 New
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$47K +$676 +50 +1%
SWM
74
Spire Wealth Management
Virginia
$27K -$27K -2,000 -50%
AA
75
Ancora Advisors
Ohio
$25K – – –
1 2
3
4 5

WIW Hedge Fund Activity: Q4 2021 in Review

89 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2021, worth a combined $343M — up 1.1% from $340M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new WIW positions and 14 closed out — a net gain of 2 holders — while 28 added to existing stakes and 26 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $28.3M. The largest seller was Wells Fargo, cutting an estimated $27.2M.

  • 89 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2021, up from 87 in Q3 2021.
  • Funds reported $343M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2021, up 1.1% quarter-over-quarter.
  • 16 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2021 and 14 closed out, a net change of +2 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $28.3M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2021 was Wells Fargo, an estimated $27.2M sold.

Based on aggregated 13F filings for Q4 2021.