Western Asset Inflation-Linked Opportunities & Income Fund
WIW
98 hedge funds and large institutions have $274M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 6 closing their positions.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
31% more capital invested
Capital invested by funds: $208M → $274M (+$65.4M)
13% more funds holding
Funds holding: 87 → 98 (+11)
10.25% more ownership
Funds ownership: 41.14% → 51.39% (+10%)
26% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$52.2M |
| 2 |
BPCM
Beach Point Capital Management
Santa Monica,
California
|
+$8.21M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$1.73M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.49M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$745K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$6.67M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.13M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.83M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$876K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$830K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCA
101
Transcend Capital Advisors
Madison,
New Jersey
| – | -$112K | -13,580 | Closed |
|
|
IC
102
IEQ Capital
Foster City,
California
| – | -$94.4K | -11,470 | Closed |
|
103
Jane Street
New York
| – | -$83.8K | -10,182 | Closed |
|
|
WT
104
Whittier Trust
South Pasadena,
California
| – | -$12.9K | -1,572 | Closed |
|
WIW Hedge Fund Activity: Q4 2023 in Review
98 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2023, worth a combined $274M — up 31% from $208M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new WIW positions and 6 closed out — a net gain of 11 holders — while 25 added to existing stakes and 34 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $52.2M. The largest seller was Rivernorth Capital Management, cutting an estimated $6.67M.
- 98 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2023, up from 87 in Q3 2023.
- Funds reported $274M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2023, up 31% quarter-over-quarter.
- 17 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2023 and 6 closed out, a net change of +11 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $52.2M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2023 was Rivernorth Capital Management, an estimated $6.67M sold.
Based on aggregated 13F filings for Q4 2023.