Western Asset Inflation-Linked Opportunities & Income Fund
WIW
91 hedge funds and large institutions have $238M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 12 closing their positions.
1.51% more ownership
Funds ownership: 41.06% → 42.57% (+1.5%)
4% more capital invested
Capital invested by funds: $229M → $238M (+$9.7M)
3% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 34
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
4% less funds holding
Funds holding: 95 → 91 (-4)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$19.9M |
| 2 |
Morgan Stanley
New York
|
+$6.95M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$4.63M |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
+$2.74M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$22.6M |
| 2 |
BL
BFSG LLC
Irvine,
California
|
-$4.65M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.51M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.37M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$654K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$9K | -1,000 | Closed |
|
|
KTC
102
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | -$1K | -140 | Closed |
|
103
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -71 | Closed |
|
WIW Hedge Fund Activity: Q4 2022 in Review
91 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2022, worth a combined $238M — up 4.2% from $229M a quarter earlier.
Fund positioning in WIW was balanced in Q4 2022: 12 funds opened new positions, 12 closed out, 35 added to existing stakes and 34 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $19.9M. The largest seller was Sit Investment Associates, cutting an estimated $22.6M.
- 91 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2022, down from 95 in Q3 2022.
- Funds reported $238M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2022, up 4.2% quarter-over-quarter.
- 12 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2022 and 12 closed out, a net change of 0 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2022 was Rivernorth Capital Management, an estimated $19.9M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2022 was Sit Investment Associates, an estimated $22.6M sold.
Based on aggregated 13F filings for Q4 2022.