Western Asset Inflation-Linked Opportunities & Income Fund
WIW
75 hedge funds and large institutions have $268M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
33% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 21
3% more funds holding
Funds holding: 73 → 75 (+2)
3% more capital invested
Capital invested by funds: $261M → $268M (+$7.11M)
0.14% more ownership
Funds ownership: 38.66% → 38.8% (+0.14%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.31M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$2.71M |
| 3 |
SFPIA
Stevens First Principles Investment Advisors
Newport Beach,
California
|
+$1.22M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$718K |
| 5 |
Morgan Stanley
New York
|
+$709K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$4.44M |
| 2 |
NCMW
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
-$2.96M |
| 3 |
Cohen & Steers
New York
|
-$2.28M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.35M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$782K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Millennium Management
New York
| – | -$375K | -34,041 | Closed |
|
|
HH
77
Hilltop Holdings
Dallas,
Texas
| – | -$115K | -10,415 | Closed |
|
78
Creative Planning
Overland Park,
Kansas
| – | -$4K | -389 | Closed |
|
|
ASN
79
Advisory Services Network
Atlanta,
Georgia
| – | +$11 | +1 | +3% |
|
WIW Hedge Fund Activity: Q3 2017 in Review
75 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2017, worth a combined $268M — up 2.7% from $261M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WIW positions and 5 closed out — a net gain of 3 holders — while 28 added to existing stakes and 21 trimmed.
The largest buyer was Wells Fargo, adding an estimated $6.31M. The largest seller was Financial & Investment Management Group, cutting an estimated $4.44M.
- 75 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2017, up from 73 in Q2 2017.
- Funds reported $268M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2017, up 2.7% quarter-over-quarter.
- 8 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2017 and 5 closed out, a net change of +3 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2017 was Wells Fargo, an estimated $6.31M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2017 was Financial & Investment Management Group, an estimated $4.44M sold.
Based on aggregated 13F filings for Q3 2017.