Western Asset Inflation-Linked Opportunities & Income Fund
WIW
90 hedge funds and large institutions have $219M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 17 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 18
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 98 → 90 (-8)
10.07% less ownership
Funds ownership: 51.39% → 41.32% (-10%)
20% less capital invested
Capital invested by funds: $274M → $219M (-$54.3M)
35% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPCM
Beach Point Capital Management
Santa Monica,
California
|
+$2.89M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.27M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.35M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$1.27M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$48.7M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$10.2M |
| 3 |
BL
BFSG LLC
Irvine,
California
|
-$4.29M |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
-$1.04M |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$736K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWG
101
Crown Wealth Group
Charlotte,
North Carolina
| – | -$148K | -17,100 | Closed |
|
|
CAS
102
CTC Alternative Strategies
Chicago,
Illinois
| – | -$140K | -16,188 | Closed |
|
103
HSBC Holdings
London,
United Kingdom
| – | -$104K | -12,036 | Closed |
|
104
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$103K | -11,841 | Closed |
|
|
ASN
105
Advisory Services Network
Atlanta,
Georgia
| – | -$3.47K | -400 | Closed |
|
|
BHWM
106
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$3.11K | -359 | Closed |
|
107
Fidelity Investments
Boston,
Massachusetts
| – | -$9 | -1 | Closed |
|
WIW Hedge Fund Activity: Q1 2024 in Review
90 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2024, worth a combined $219M — down 20% from $274M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of WIW and 11 opened new positions — a net loss of 6 holders — while 18 trimmed existing stakes and 42 added.
The largest buyer was Beach Point Capital Management, adding an estimated $2.89M. The largest seller was Morgan Stanley, cutting an estimated $48.7M.
- 90 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2024, down from 98 in Q4 2023.
- Funds reported $219M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2024, down 20% quarter-over-quarter.
- 11 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2024 and 17 closed out, a net change of -6 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2024 was Beach Point Capital Management, an estimated $2.89M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $48.7M sold.
Based on aggregated 13F filings for Q1 2024.