Western Asset Inflation-Linked Opportunities & Income Fund
WIW
77 hedge funds and large institutions have $256M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
37% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 19
5% more funds holding
Funds holding: 73 → 77 (+4)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.53% less ownership
Funds ownership: 38.02% → 37.49% (-0.53%)
1% less capital invested
Capital invested by funds: $259M → $256M (-$2.92M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$5.83M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.65M |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
+$2.34M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$693K |
| 5 |
RGC
Roberts, Glore & Co
Deerfield,
Illinois
|
+$619K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$11.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.29M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.94M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$972K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$730K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWM
76
Torch Wealth Management
Cincinnati,
Ohio
| – | -$126K | -11,334 | Closed |
|
|
WPW
77
Waldron Private Wealth
Bridgeville,
Pennsylvania
| – | -$123K | -11,078 | Closed |
|
|
NFG
78
Next Financial Group
Houston,
Texas
| – | -$34K | -3,065 | Closed |
|
|
CFN
79
Cordasco Financial Network
Naples,
Florida
| – | -$9K | -819 | Closed |
|
80
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$2K | -200 | Closed |
|
81
Envestnet Asset Management
Chicago,
Illinois
| – | +$346 | +31 | New |
|
|
ASN
82
Advisory Services Network
Atlanta,
Georgia
| – | +$424 | +38 | New |
|
WIW Hedge Fund Activity: Q1 2017 in Review
77 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2017, worth a combined $256M — down 1.1% from $259M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WIW positions and 6 closed out — a net gain of 5 holders — while 26 added to existing stakes and 19 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $5.83M. The largest seller was Financial & Investment Management Group, cutting an estimated $11.9M.
- 77 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2017, up from 73 in Q4 2016.
- Funds reported $256M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2017, down 1.1% quarter-over-quarter.
- 11 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2017 and 6 closed out, a net change of +5 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2017 was Rivernorth Capital Management, an estimated $5.83M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2017 was Financial & Investment Management Group, an estimated $11.9M sold.
Based on aggregated 13F filings for Q1 2017.