Western Asset Inflation-Linked Opportunities & Income Fund
WIW
73 hedge funds and large institutions have $259M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 9 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 22
1% more capital invested
Capital invested by funds: $257M → $259M (+$2.42M)
0.51% more ownership
Funds ownership: 37.51% → 38.02% (+0.51%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5% less funds holding
Funds holding: 77 → 73 (-4)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.31M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$4.98M |
| 3 |
Morgan Stanley
New York
|
+$3.36M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.3M |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$8.59M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$5.22M |
| 3 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$2.76M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.79M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$1.76M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCM
76
Laurion Capital Management
New York
| – | -$385K | -34,436 | Closed |
|
|
TC
77
TFS Capital
West Chester,
Pennsylvania
| – | -$249K | -22,239 | Closed |
|
|
PP
78
Paloma Partners
Greenwich,
Connecticut
| – | -$224K | -20,000 | Closed |
|
|
VKH
79
Virtu KCG Holdings
New York
| – | -$219K | -19,588 | Closed |
|
|
BBPWM
80
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$15K | -1,321 | Closed |
|
81
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$8K | -700 | Closed |
|
WIW Hedge Fund Activity: Q4 2016 in Review
73 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2016, worth a combined $259M — up 0.94% from $257M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of WIW and 7 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 29 added.
The largest buyer was Wells Fargo, adding an estimated $6.31M. The largest seller was Sit Investment Associates, cutting an estimated $8.59M.
- 73 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2016, down from 77 in Q3 2016.
- Funds reported $259M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2016, up 0.94% quarter-over-quarter.
- 7 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2016 and 9 closed out, a net change of -2 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2016 was Wells Fargo, an estimated $6.31M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2016 was Sit Investment Associates, an estimated $8.59M sold.
Based on aggregated 13F filings for Q4 2016.