Western Asset Inflation-Linked Opportunities & Income Fund
WIW
67 hedge funds and large institutions have $230M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
9% more capital invested
Capital invested by funds: $210M → $230M (+$19.8M)
1.84% more ownership
Funds ownership: 30.43% → 32.26% (+1.8%)
6% less funds holding
Funds holding: 71 → 67 (-4)
28% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 25
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$8.86M |
| 2 |
HK
Horizon Kinetics
New York
|
+$5.14M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$4.32M |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$1.79M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.04M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.21M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.13M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$648K |
| 5 |
ST
Sentinel Trust
Houston,
Texas
|
-$518K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Nomura Holdings
Tokyo,
Japan
| – | -$8K | -754 | Closed |
|
|
MA
77
MUFG Americas
New York
| – | -$1.51K | -131 | -99% |
|
WIW Hedge Fund Activity: Q1 2014 in Review
67 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2014, worth a combined $230M — up 9.4% from $210M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of WIW and 6 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 18 added.
The largest buyer was Karpus Investment Management, adding an estimated $8.86M. The largest seller was Morgan Stanley, cutting an estimated $3.04M.
- 67 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2014, down from 71 in Q4 2013.
- Funds reported $230M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2014, up 9.4% quarter-over-quarter.
- 6 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2014 and 10 closed out, a net change of -4 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2014 was Karpus Investment Management, an estimated $8.86M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2014 was Morgan Stanley, an estimated $3.04M sold.
Based on aggregated 13F filings for Q1 2014.