Western Asset Inflation-Linked Opportunities & Income Fund
WIW
77 hedge funds and large institutions have $257M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
42% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 19
8% more funds holding
Funds holding: 71 → 77 (+6)
1% more capital invested
Capital invested by funds: $254M → $257M (+$2.7M)
0.39% more ownership
Funds ownership: 37.12% → 37.51% (+0.39%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.55M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.21M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$2.75M |
| 4 |
Morgan Stanley
New York
|
+$2.12M |
| 5 |
Cohen & Steers
New York
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$7.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.61M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$2.97M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.77M |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$742K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.97M | -267,644 | Closed |
|
|
LAM
77
Lebenthal Asset Management
New York
| – | -$702K | -63,181 | Closed |
|
|
CA
78
Cornerstone Advisors
Asheville,
North Carolina
| – | -$352K | -31,664 | Closed |
|
|
MRCM
79
M&R Capital Management
Summit,
New Jersey
| – | -$4K | -400 | Closed |
|
|
TRCT
80
Tower Research Capital (TRC)
New York
| – | -$4K | -380 | Closed |
|
81
SEI Investments
Oaks,
Pennsylvania
| – | +$324 | +29 | New |
|
WIW Hedge Fund Activity: Q3 2016 in Review
77 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2016, worth a combined $257M — up 1.1% from $254M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new WIW positions and 5 closed out — a net gain of 7 holders — while 27 added to existing stakes and 19 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $5.55M. The largest seller was Karpus Investment Management, cutting an estimated $7.3M.
- 77 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2016, up from 71 in Q2 2016.
- Funds reported $257M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2016, up 1.1% quarter-over-quarter.
- 12 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2016 and 5 closed out, a net change of +7 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2016 was Janney Montgomery Scott, an estimated $5.55M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2016 was Karpus Investment Management, an estimated $7.3M sold.
Based on aggregated 13F filings for Q3 2016.