Western Asset Inflation-Linked Opportunities & Income Fund
WIW
71 hedge funds and large institutions have $254M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
3% more funds holding
Funds holding: 69 → 71 (+2)
1% more capital invested
Capital invested by funds: $252M → $254M (+$1.48M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.19% less ownership
Funds ownership: 37.31% → 37.12% (-0.19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.38M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.02M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$896K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$831K |
| 5 |
Morgan Stanley
New York
|
+$727K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$5.6M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.33M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.07M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$683K |
| 5 |
SG Americas Securities
New York
|
-$614K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$141K | -12,762 | Closed |
|
|
AIG
77
American International Group
New York
| – | -$89K | -8,128 | Closed |
|
|
MBT
78
Monroe Bank & Trust
Monroe,
Michigan
| – | -$6K | -500 | Closed |
|
|
WA
79
WFG Advisors
Dallas,
Texas
| – | -$1K | -104 | Closed |
|
WIW Hedge Fund Activity: Q2 2016 in Review
71 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2016, worth a combined $254M — up 0.59% from $252M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WIW positions and 8 closed out — a net gain of 3 holders — while 22 added to existing stakes and 19 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $4.38M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $5.6M sold.
- 71 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2016, up from 69 in Q1 2016.
- Funds reported $254M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2016, up 0.59% quarter-over-quarter.
- 11 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2016 and 8 closed out, a net change of +3 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2016 was Sit Investment Associates, an estimated $4.38M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2016 was Janney Montgomery Scott, an estimated $5.6M sold.
Based on aggregated 13F filings for Q2 2016.