Western Asset Inflation-Linked Opportunities & Income Fund
WIW
79 hedge funds and large institutions have $271M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 9 closing their positions.
0.23% more ownership
Funds ownership: 39.45% → 39.68% (+0.23%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $273M → $271M (-$2.49M)
5% less funds holding
Funds holding: 83 → 79 (-4)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
36% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$1.43M |
| 2 |
Morgan Stanley
New York
|
+$1.15M |
| 3 |
RGC
Roberts, Glore & Co
Deerfield,
Illinois
|
+$1.14M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.01M |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$957K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.42M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.08M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$946K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$657K |
| 5 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
-$461K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
76
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $4K | – | – | – |
|
|
WIM
77
Westside Investment Management
Santa Monica,
California
| $2.6K | – | – | – |
|
|
GWM
78
Geneos Wealth Management
Englewood,
Colorado
| $1K | – | – | – |
|
|
FHA
79
Flagship Harbor Advisors
Boston,
Massachusetts
| $1K | +$1.4K | +125 | New |
|
|
PCM
80
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| – | -$461K | -40,753 | Closed |
|
|
LCM
81
Laurion Capital Management
New York
| – | -$421K | -37,172 | Closed |
|
82
Millennium Management
New York
| – | -$245K | -21,668 | Closed |
|
|
MC
83
Matisse Capital
Portland,
Oregon
| – | -$179K | -15,800 | Closed |
|
|
FAAS
84
First Allied Advisory Services
San Diego,
California
| – | -$162K | -14,310 | Closed |
|
|
OBWP
85
O'Brien Wealth Partners
Waltham,
Massachusetts
| – | -$28K | -2,500 | Closed |
|
86
JP Morgan Chase
New York
| – | -$7K | -600 | Closed |
|
|
WCM
87
Whitener Capital Management
Rocky Mount,
North Carolina
| – | -$6K | -600 | Closed |
|
WIW Hedge Fund Activity: Q2 2018 in Review
79 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2018, worth a combined $271M — down 0.91% from $273M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of WIW and 6 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 18 added.
The largest buyer was HighTower Advisors, adding an estimated $1.43M. The largest seller was 1607 Capital Partners, cutting an estimated $1.42M.
- 79 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2018, down from 83 in Q1 2018.
- Funds reported $271M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2018, down 0.91% quarter-over-quarter.
- 6 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2018 and 9 closed out, a net change of -3 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2018 was HighTower Advisors, an estimated $1.43M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2018 was 1607 Capital Partners, an estimated $1.42M sold.
Based on aggregated 13F filings for Q2 2018.