Western Asset Inflation-Linked Opportunities & Income Fund
WIW
92 hedge funds and large institutions have $221M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
15% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 27
2% more funds holding
Funds holding: 90 → 92 (+2)
0.82% more ownership
Funds ownership: 41.32% → 42.14% (+0.82%)
1% more capital invested
Capital invested by funds: $219M → $221M (+$1.29M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$5.45M |
| 2 |
Morgan Stanley
New York
|
+$3.04M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.35M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.91M |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$923K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.54M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.8M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.39M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$903K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$859K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.6K | -185 | Closed |
|
WIW Hedge Fund Activity: Q2 2024 in Review
92 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2024, worth a combined $221M — up 0.59% from $219M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WIW positions and 8 closed out — a net gain of 3 holders — while 31 added to existing stakes and 27 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $5.45M. The largest seller was Sit Investment Associates, cutting an estimated $2.54M.
- 92 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2024, up from 90 in Q1 2024.
- Funds reported $221M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2024, up 0.59% quarter-over-quarter.
- 11 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2024 and 8 closed out, a net change of +3 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2024 was Allspring Global Investments, an estimated $5.45M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2024 was Sit Investment Associates, an estimated $2.54M sold.
Based on aggregated 13F filings for Q2 2024.