Western Asset Inflation-Linked Opportunities & Income Fund
WIW
88 hedge funds and large institutions have $321M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 7 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 19
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
14% more capital invested
Capital invested by funds: $282M → $321M (+$39.2M)
4% more funds holding
Funds holding: 85 → 88 (+3)
0.56% less ownership
Funds ownership: 45.99% → 45.43% (-0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$6.9M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$5.39M |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
+$2.06M |
| 4 |
Morgan Stanley
New York
|
+$1.79M |
| 5 |
RGC
Roberts, Glore & Co
Deerfield,
Illinois
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$24.5M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.28M |
| 3 |
BL
BFSG LLC
Irvine,
California
|
-$279K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$264K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$230K |
WIW Hedge Fund Activity: Q4 2019 in Review
88 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2019, worth a combined $321M — up 14% from $282M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WIW positions and 7 closed out — a net gain of 4 holders — while 38 added to existing stakes and 19 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $6.9M. The largest seller was Wells Fargo, cutting an estimated $24.5M.
- 88 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2019, up from 85 in Q3 2019.
- Funds reported $321M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2019, up 14% quarter-over-quarter.
- 11 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2019 and 7 closed out, a net change of +4 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2019 was Sit Investment Associates, an estimated $6.9M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2019 was Wells Fargo, an estimated $24.5M sold.
Based on aggregated 13F filings for Q4 2019.