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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

90 hedge funds and large institutions have $219M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less funds holding

Funds holding: 98 → 90 (-8)

10.07% less ownership

Funds ownership: 51.39% → 41.32% (-10%)

20% less capital invested

Capital invested by funds: $274M → $219M (-$54.3M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
90
Holders Change
-8
Holders Change %
-8.16%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
42
Reduced
18
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPCM
Beach Point Capital Management
California
+$2.89M
2
LPL Financial
LPL Financial
California
+$2.27M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.35M
4
PAS
Park Avenue Securities
New York
+$1.27M
5
PCM
Penserra Capital Management
California
+$1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$48.7M
2
1CP
1607 Capital Partners
Virginia
-$10.2M
3
BL
BFSG LLC
California
-$4.29M
4
AC
Almitas Capital
California
-$1.04M
5
TI
Tidal Investments
Wisconsin
-$736K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
51
Clear Creek Financial Management
Washington
$232K +$137K +15,900 +145%
HKAM
52
Horizon Kinetics Asset Management
New York
$227K – – –
RIA
53
Realta Investment Advisors
Delaware
$208K -$28.1K -3,268 -12%
ICMP
54
Integrated Capital Management (Pennsylvania)
Pennsylvania
$196K +$195K +22,752 New
VF
55
Virtu Financial
New York
$182K +$181K +21,128 New
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$178K +$177K +20,595 New
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$176K +$68.1K +7,931 +64%
Mariner
58
Mariner
Kansas
$154K -$9.36K -1,090 -6%
AL
59
Arnhold LLC
New York
$151K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$145K – – –
CAN
61
Cetera Advisor Networks
California
$140K +$4.42K +515 +3%
US Bancorp
62
US Bancorp
Minnesota
$136K – – –
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$116K +$115K +13,410 New
PWPS
64
Pinnacle Wealth Planning Services
Ohio
$116K +$2.49K +290 +2%
CCM
65
Cutler Capital Management
Massachusetts
$115K +$114K +13,276 New
KIM
66
Karpus Investment Management
New York
$108K – – –
Citadel Advisors
67
Citadel Advisors
Florida
$100K +$99.6K +11,603 New
MOS
68
MGO One Seven
Ohio
$94.7K +$3.66K +426 +4%
BCA
69
Bay Colony Advisors
Massachusetts
$94.1K – – –
HIC
70
Hartline Investment Corp
Illinois
$94.1K +$93.6K +10,900 New
IWC
71
Integrated Wealth Concepts
Massachusetts
$93.7K – – –
FSI
72
Flow State Investments
Illinois
$92.3K +$91.9K +10,696 New
CIA
73
Capital Investment Advisors
Georgia
$87.5K – – –
RL
74
RPO LLC
Connecticut
$87.1K – – –
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
$68.2K – – –
1 2
3
4 5

WIW Hedge Fund Activity: Q1 2024 in Review

90 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2024, worth a combined $219M — down 20% from $274M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of WIW and 11 opened new positions — a net loss of 6 holders — while 18 trimmed existing stakes and 42 added.

The largest buyer was Beach Point Capital Management, adding an estimated $2.89M. The largest seller was Morgan Stanley, cutting an estimated $48.7M.

  • 90 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2024, down from 98 in Q4 2023.
  • Funds reported $219M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2024, down 20% quarter-over-quarter.
  • 11 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2024 and 17 closed out, a net change of -6 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2024 was Beach Point Capital Management, an estimated $2.89M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $48.7M sold.

Based on aggregated 13F filings for Q1 2024.