We are live on ! Find out more
WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

98 hedge funds and large institutions have $274M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

31% more capital invested

Capital invested by funds: $208M → $274M (+$65.4M)

13% more funds holding

Funds holding: 87 → 98 (+11)

10.25% more ownership

Funds ownership: 41.14% → 51.39% (+10%)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
25
Reduced
34
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$52.2M
2
BPCM
Beach Point Capital Management
California
+$8.21M
3
WP
WealthPLAN Partners
Nebraska
+$1.73M
4
LCM
Landscape Capital Management
New Jersey
+$1.49M
5
PCM
Penserra Capital Management
California
+$745K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$6.67M
2
SIA
Sit Investment Associates
Minnesota
-$3.13M
3
UBS Group
UBS Group
Switzerland
-$1.83M
4
WAM
Wolverine Asset Management
Illinois
-$876K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$830K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
51
BlackDiamond Wealth Management
New York
$286K +$282K +33,530 New
CAM
52
Crestone Asset Management
Colorado
$260K – – –
RIA
53
Realta Investment Advisors
Delaware
$237K +$17.4K +2,069 +8%
MML Investors Services
54
MML Investors Services
Massachusetts
$229K +$3.62K +430 +2%
HKAM
55
Horizon Kinetics Asset Management
New York
$228K – – –
EC
56
Elequin Capital
New York
$220K +$149K +17,718 +231%
Osaic Holdings
57
Osaic Holdings
Arizona
$193K -$157K -18,690 -46%
LSC
58
Logan Stone Capital
Illinois
$169K +$164K +19,464 New
Mariner
59
Mariner
Kansas
$164K -$101 -12 -0.1%
AL
60
Arnhold LLC
New York
$152K – – –
Nomura Holdings
61
Nomura Holdings
Japan
$150K +$145K +17,265 New
CWG
62
Crown Wealth Group
North Carolina
$148K +$144K +17,100 New
SPIA
63
Steward Partners Investment Advisory
New York
$146K -$25.3K -3,000 -15%
CAS
64
CTC Alternative Strategies
Illinois
$140K +$136K +16,188 New
US Bancorp
65
US Bancorp
Minnesota
$136K – – –
CAN
66
Cetera Advisor Networks
California
$136K -$1.89K -224 -1%
PAS
67
Park Avenue Securities
New York
$118K -$47K -5,579 -29%
OC
68
Oppenheimer & Co
New York
$114K – – –
PWPS
69
Pinnacle Wealth Planning Services
Ohio
$114K -$295 -35 -0.3%
KIM
70
Karpus Investment Management
New York
$108K – – –
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$108K -$23.4K -2,775 -18%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$104K – – –
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$103K – – –
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$99.7K -$121K -14,419 -56%
CCFM
75
Clear Creek Financial Management
Washington
$95.4K +$92.7K +11,000 New
1 2
3
4 5

WIW Hedge Fund Activity: Q4 2023 in Review

98 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2023, worth a combined $274M — up 31% from $208M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WIW positions and 6 closed out — a net gain of 11 holders — while 25 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $52.2M. The largest seller was Rivernorth Capital Management, cutting an estimated $6.67M.

  • 98 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2023, up from 87 in Q3 2023.
  • Funds reported $274M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2023, up 31% quarter-over-quarter.
  • 17 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2023 and 6 closed out, a net change of +11 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $52.2M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2023 was Rivernorth Capital Management, an estimated $6.67M sold.

Based on aggregated 13F filings for Q4 2023.