Western Asset Inflation-Linked Opportunities & Income Fund
WIW
95 hedge funds and large institutions have $229M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
14% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 29
3% more funds holding
Funds holding: 92 → 95 (+3)
1.12% more ownership
Funds ownership: 39.94% → 41.06% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
11% less capital invested
Capital invested by funds: $258M → $229M (-$29M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.26M |
| 2 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
+$2.07M |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$1.19M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.07M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$973K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.32M |
| 2 |
Morgan Stanley
New York
|
-$1.18M |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$618K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$185K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$178K |
WIW Hedge Fund Activity: Q3 2022 in Review
95 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2022, worth a combined $229M — down 11% from $258M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WIW positions and 7 closed out — a net gain of 3 holders — while 33 added to existing stakes and 29 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $2.26M. The largest seller was City of London Investment Management, cutting an estimated $1.32M.
- 95 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2022, up from 92 in Q2 2022.
- Funds reported $229M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2022, down 11% quarter-over-quarter.
- 10 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2022 and 7 closed out, a net change of +3 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2022 was Sit Investment Associates, an estimated $2.26M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2022 was City of London Investment Management, an estimated $1.32M sold.
Based on aggregated 13F filings for Q3 2022.