Western Asset Inflation-Linked Opportunities & Income Fund
WIW
78 hedge funds and large institutions have $262M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 12 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 20
0.16% less ownership
Funds ownership: 39.68% → 39.52% (-0.16%)
3% less capital invested
Capital invested by funds: $271M → $262M (-$8.86M)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
1% less funds holding
Funds holding: 79 → 78 (-1)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.18M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.02M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$703K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$546K |
| 5 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
+$473K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFPIA
Stevens First Principles Investment Advisors
Newport Beach,
California
|
-$8.19M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.88M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.15M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.13M |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.09M |
WIW Hedge Fund Activity: Q3 2018 in Review
78 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2018, worth a combined $262M — down 3.3% from $271M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of WIW and 11 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 27 added.
The largest buyer was Wells Fargo, adding an estimated $4.18M. The largest seller was Stevens First Principles Investment Advisors, exiting entirely with an estimated $8.19M sold.
- 78 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2018, down from 79 in Q2 2018.
- Funds reported $262M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2018, down 3.3% quarter-over-quarter.
- 11 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2018 and 12 closed out, a net change of -1 holder.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2018 was Wells Fargo, an estimated $4.18M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2018 was Stevens First Principles Investment Advisors, an estimated $8.19M sold.
Based on aggregated 13F filings for Q3 2018.