Western Asset Inflation-Linked Opportunities & Income Fund
WIW
85 hedge funds and large institutions have $282M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
4% more funds holding
Funds holding: 82 → 85 (+3)
0.76% more ownership
Funds ownership: 45.23% → 45.99% (+0.76%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less capital invested
Capital invested by funds: $283M → $282M (-$718K)
10% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
BFSG LLC
Irvine,
California
|
+$9.41M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.12M |
| 3 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
+$3.23M |
| 4 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
+$3.23M |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$8.38M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$800K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$586K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$523K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$350K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MPWT
76
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $11K | +$11.2K | +1,000 | New |
|
|
BCA
77
Berman Capital Advisors
Atlanta,
Georgia
| $8K | – | – | – |
|
78
Fifth Third Bancorp
Cincinnati,
Ohio
| $7K | -$4.42K | -395 | -40% |
|
79
Citigroup
New York
| $7K | – | – | – |
|
|
WCM
80
Whitener Capital Management
Rocky Mount,
North Carolina
| $6K | – | – | – |
|
|
WEC
81
Winslow Evans & Crocker
Boston,
Massachusetts
| $6K | – | – | – |
|
|
GI
82
Gradient Investments
Arden Hills,
Minnesota
| $4K | – | – | – |
|
|
GWM
83
Geneos Wealth Management
Englewood,
Colorado
| $1K | – | – | – |
|
|
GT
84
Glenmede Trust
Philadelphia,
Pennsylvania
| $16 | – | – | – |
|
|
PB
85
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$22K | -2,000 | Closed |
|
|
FCA
86
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$5K | -455 | Closed |
|
|
CFA
87
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$5K | -451 | Closed |
|
|
PCA
88
Providence Capital Advisors
Charlotte,
North Carolina
| – | -$1K | -69 | Closed |
|
|
AF
89
Advisornet Financial
Minnetonka,
Minnesota
| – | +$391 | +35 | New |
|
WIW Hedge Fund Activity: Q3 2019 in Review
85 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2019, worth a combined $282M — down 0.25% from $283M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WIW positions and 4 closed out — a net gain of 5 holders — while 26 added to existing stakes and 29 trimmed.
The largest buyer was BFSG LLC, opening a new position worth an estimated $9.41M. The largest seller was Wells Fargo, cutting an estimated $8.38M.
- 85 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2019, up from 82 in Q2 2019.
- Funds reported $282M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2019, down 0.25% quarter-over-quarter.
- 9 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2019 and 4 closed out, a net change of +5 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2019 was BFSG LLC, an estimated $9.41M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2019 was Wells Fargo, an estimated $8.38M sold.
Based on aggregated 13F filings for Q3 2019.