Western Asset Inflation-Linked Opportunities & Income Fund
WIW
79 hedge funds and large institutions have $291M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 7 closing their positions.
9% more capital invested
Capital invested by funds: $267M → $291M (+$23.9M)
1.29% more ownership
Funds ownership: 43.08% → 44.37% (+1.3%)
4% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 23
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
4% less funds holding
Funds holding: 82 → 79 (-3)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$9.73M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.92M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.36M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.98M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.87M |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$1.69M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$553K |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$429K |
| 5 |
UR
USCA RIA
Houston,
Texas
|
-$242K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
76
Gradient Investments
Arden Hills,
Minnesota
| $4K | – | – | – |
|
|
GWM
77
Geneos Wealth Management
Englewood,
Colorado
| $1K | – | – | – |
|
|
GT
78
Glenmede Trust
Philadelphia,
Pennsylvania
| $16 | – | – | – |
|
|
WAM
79
Weiss Asset Management
Boston,
Massachusetts
| – | -$429K | -42,229 | Closed |
|
80
Goldman Sachs
New York
| – | -$194K | -19,103 | Closed |
|
|
FAAS
81
First Allied Advisory Services
San Diego,
California
| – | -$146K | -14,435 | Closed |
|
|
IA
82
IFP Advisors
Tampa,
Florida
| – | -$146K | -14,404 | Closed |
|
83
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$139K | -13,655 | Closed |
|
|
AIC
84
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$82K | -8,103 | Closed |
|
|
TRCT
85
Tower Research Capital (TRC)
New York
| – | -$64K | -6,340 | Closed |
|
WIW Hedge Fund Activity: Q1 2019 in Review
79 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2019, worth a combined $291M — up 8.9% from $267M a quarter earlier.
Fund positioning in WIW was balanced in Q1 2019: 7 funds opened new positions, 7 closed out, 24 added to existing stakes and 23 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $9.73M. The largest seller was Karpus Investment Management, cutting an estimated $2.87M.
- 79 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2019, down from 82 in Q4 2018.
- Funds reported $291M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2019, up 8.9% quarter-over-quarter.
- 7 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2019 and 7 closed out, a net change of 0 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2019 was Sit Investment Associates, an estimated $9.73M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2019 was Karpus Investment Management, an estimated $2.87M sold.
Based on aggregated 13F filings for Q1 2019.