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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

88 hedge funds and large institutions have $277M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1.71% more ownership

Funds ownership: 45.43% → 47.14% (+1.7%)

0% more funds holding

Funds holding: 88 → 88 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 28

14% less capital invested

Capital invested by funds: $321M → $277M (-$44.1M)

Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
17
Increased
27
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$19.5M
2
PCP
Proficio Capital Partners
Massachusetts
+$3.48M
3
COLIM
City of London Investment Management
United Kingdom
+$3.1M
4
MC
Matisse Capital
Oregon
+$2.43M
5
PCM
PenderFund Capital Management
British Columbia, Canada
+$2.23M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$9.45M
2
KIM
Karpus Investment Management
New York
-$8.01M
3
Morgan Stanley
Morgan Stanley
New York
-$3.68M
4
1CP
1607 Capital Partners
Virginia
-$2.21M
5
Wells Fargo
Wells Fargo
California
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
76
First PREMIER Bank
South Dakota
$10K – – –
TRCT
77
Tower Research Capital (TRC)
New York
$10K +$11.1K +1,000 New
FHA
78
Flagship Harbor Advisors
Massachusetts
$7K -$8.36K -750 -49%
Citigroup
79
Citigroup
New York
$7K -$1.65K -148 -17%
BCA
80
Berman Capital Advisors
Georgia
$7K – – –
KFI
81
Key Financial Inc
Pennsylvania
$7K +$7.89K +708 New
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$6K – – –
WEC
83
Winslow Evans & Crocker
Massachusetts
$6K – – –
GI
84
Gradient Investments
Minnesota
$4K – – –
CFGS
85
Concourse Financial Group Securities
Alabama
$4K +$4.48K +402 New
PA
86
Parallel Advisors
California
$3K +$4.62K +415 New
WIM
87
Westside Investment Management
California
$2 +$2.6K +233 New
KIM
88
Karpus Investment Management
New York
– -$8.01M -693,653 Closed
6M
89
6 Meridian
Kansas
– -$964K -83,501 Closed
LCM
90
Landscape Capital Management
New Jersey
– -$948K -82,130 Closed
CAN
91
Cetera Advisor Networks
California
– -$577K -49,910 Closed
DWM
92
Dakota Wealth Management
Florida
– -$497K -43,030 Closed
WKWM
93
Walter & Keenan Wealth Management
Indiana
– -$262K -22,735 Closed
FIA
94
FNY Investment Advisers
New York
– -$242K -21,024 Closed
LPL Financial
95
LPL Financial
California
– -$192K -16,649 Closed
FHA
96
First Horizon Advisors
Tennessee
– -$132K -11,500 Closed
RIA
97
Realta Investment Advisors
Delaware
– -$35K -3,169 Closed
AWM
98
Avior Wealth Management
Nebraska
– -$31.2K -2,800 Closed
AWA
99
Arkadios Wealth Advisors
Georgia
– -$7.3K -620 Closed
FCB
100
First Command Bank
Texas
– -$6K -500 Closed
1 2 3
4
5

WIW Hedge Fund Activity: Q1 2020 in Review

88 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2020, worth a combined $277M — down 14% from $321M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WIW positions and 15 closed out — a net gain of 2 holders — while 27 added to existing stakes and 28 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $19.5M. The largest seller was Sit Investment Associates, cutting an estimated $9.45M.

  • 88 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $277M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2020, down 14% quarter-over-quarter.
  • 17 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2020 and 15 closed out, a net change of +2 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2020 was Rivernorth Capital Management, an estimated $19.5M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2020 was Sit Investment Associates, an estimated $9.45M sold.

Based on aggregated 13F filings for Q1 2020.