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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

95 hedge funds and large institutions have $221M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

3% more funds holding

Funds holding: 92 → 95 (+3)

0% more capital invested

Capital invested by funds: $221M → $221M (+$209K)

1.82% less ownership

Funds ownership: 42.14% → 40.32% (-1.8%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
34
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.5M
2
PCM
PenderFund Capital Management
British Columbia, Canada
+$4.43M
3
LCM
Landscape Capital Management
New Jersey
+$2.6M
4
GC
Guggenheim Capital
Illinois
+$1.59M
5
NAS
NWF Advisory Services
California
+$1.32M

Top Sellers

1
PCM
Penserra Capital Management
California
-$12.1M
2
BPCM
Beach Point Capital Management
California
-$10.9M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$4.14M
4
LPL Financial
LPL Financial
California
-$4.04M
5
SIA
Sit Investment Associates
Minnesota
-$3.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
76
Bank of New York Mellon
New York
$90K +$87.7K +10,178 New
CIA
77
Capital Investment Advisors
Georgia
$89.6K – – –
BBPWM
78
Blue Bell Private Wealth Management
Pennsylvania
$69.8K – – –
TJHA
79
Thomas J. Herzfeld Advisors
Florida
$54.5K +$569 +66 +1%
NSIM
80
North Star Investment Management
Illinois
$42.6K -$8.15K -946 -16%
BCWM
81
Bartlett & Co Wealth Management
Ohio
$26.5K – – –
GCM
82
Gables Capital Management
Florida
$20.9K – – –
NA
83
NewEdge Advisors
Louisiana
$15.6K +$310 +36 +2%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$15K +$15K +1,737 New
CHA
85
Carmichael Hill & Associates
Maryland
$14.8K – – –
Wells Fargo
86
Wells Fargo
California
$13.3K – – –
GJIA
87
Glass Jacobson Investment Advisors
Maryland
$13.3K – – –
AF
88
Allworth Financial
California
$7.51K – – –
KFI
89
Key Financial Inc
Pennsylvania
$6.26K – – –
IA
90
IFP Advisors
Florida
$4.42K – – –
SSB
91
Sandy Spring Bank
Maryland
$1.77K – – –
GWM
92
Geneos Wealth Management
Colorado
$743 – – –
BL
93
BFSG LLC
California
$663 +$646 +75 New
IAIM
94
International Assets Investment Management
Florida
$600 +$40.5K +4,704 +784%
AssetMark Inc
95
AssetMark Inc
California
$389 – – –
PCM
96
Penserra Capital Management
California
– -$12.1M -1,426,473 Closed
BPCM
97
Beach Point Capital Management
California
– -$10.9M -1,281,927 Closed
KWA
98
Kingswood Wealth Advisors
California
– -$287K -33,707 Closed
RIA
99
Realta Investment Advisors
Delaware
– -$188K -22,126 Closed
PWPS
100
Pinnacle Wealth Planning Services
Ohio
– -$115K -13,566 Closed
1 2 3
4
5

WIW Hedge Fund Activity: Q3 2024 in Review

95 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2024, worth a combined $221M — up 0.09% from $221M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WIW positions and 14 closed out — a net gain of 3 holders — while 34 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.5M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $12.1M sold.

  • 95 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2024, up from 92 in Q2 2024.
  • Funds reported $221M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2024, up 0.09% quarter-over-quarter.
  • 17 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2024 and 14 closed out, a net change of +3 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2024 was Morgan Stanley, an estimated $11.5M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2024 was Penserra Capital Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2024.