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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

95 hedge funds and large institutions have $221M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

3% more funds holding

Funds holding: 92 → 95 (+3)

0% more capital invested

Capital invested by funds: $221M → $221M (+$209K)

1.82% less ownership

Funds ownership: 42.14% → 40.32% (-1.8%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
34
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.5M
2
PCM
PenderFund Capital Management
British Columbia, Canada
+$4.43M
3
LCM
Landscape Capital Management
New Jersey
+$2.6M
4
GC
Guggenheim Capital
Illinois
+$1.59M
5
NAS
NWF Advisory Services
California
+$1.32M

Top Sellers

1
PCM
Penserra Capital Management
California
-$12.1M
2
BPCM
Beach Point Capital Management
California
-$10.9M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$4.14M
4
LPL Financial
LPL Financial
California
-$4.04M
5
SIA
Sit Investment Associates
Minnesota
-$3.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
ICMP
51
Integrated Capital Management (Pennsylvania)
Pennsylvania
$268K +$19K +2,210 +8%
CCFM
52
Clear Creek Financial Management
Washington
$255K +$17.2K +2,000 +7%
MML Investors Services
53
MML Investors Services
Massachusetts
$233K -$3.1K -360 -1%
CCG
54
Catalina Capital Group
California
$217K +$212K +24,561 New
PI
55
PFG Investments
New York
$204K +$199K +23,125 New
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$192K +$983 +114 +0.5%
RL
57
RPO LLC
Connecticut
$189K +$97.7K +11,336 +112%
OCM
58
Orleans Capital Management
Louisiana
$184K +$179K +20,800 New
VCP
59
Verus Capital Partners
Arizona
$174K -$116K -13,426 -41%
Mariner
60
Mariner
Kansas
$168K -$25K -2,900 -13%
NFG
61
Nations Financial Group
Iowa
$155K +$151K +17,503 New
AL
62
Arnhold LLC
New York
$155K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$149K – – –
KAS
64
Kestra Advisory Services
Texas
$147K +$1.68K +195 +1%
VF
65
Virtu Financial
New York
$141K +$137K +15,916 New
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$139K +$136K +15,746 New
US Bancorp
67
US Bancorp
Minnesota
$139K – – –
MC
68
Moors & Cabot
Massachusetts
$133K – – –
Citadel Advisors
69
Citadel Advisors
Florida
$125K -$7.81K -906 -6%
KIM
70
Karpus Investment Management
New York
$111K – – –
HKAM
71
Horizon Kinetics Asset Management
New York
$106K -$123K -14,300 -54%
Bessemer Group
72
Bessemer Group
New Jersey
$98K +$79K +9,165 +484%
Jane Street
73
Jane Street
New York
$97.7K +$95.3K +11,055 New
BCA
74
Bay Colony Advisors
Massachusetts
$96.4K – – –
HC
75
Hara Capital
Washington
$95.2K +$92.9K +10,774 New
1 2
3
4 5

WIW Hedge Fund Activity: Q3 2024 in Review

95 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2024, worth a combined $221M — up 0.09% from $221M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WIW positions and 14 closed out — a net gain of 3 holders — while 34 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.5M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $12.1M sold.

  • 95 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2024, up from 92 in Q2 2024.
  • Funds reported $221M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2024, up 0.09% quarter-over-quarter.
  • 17 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2024 and 14 closed out, a net change of +3 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2024 was Morgan Stanley, an estimated $11.5M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2024 was Penserra Capital Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2024.