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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.5M |
| 2 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
+$4.43M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$2.6M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.59M |
| 5 |
NAS
NWF Advisory Services
Los Angeles,
California
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$12.1M |
| 2 |
BPCM
Beach Point Capital Management
Santa Monica,
California
|
-$10.9M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$4.14M |
| 4 |
LPL Financial
San Diego,
California
|
-$4.04M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$99K | -11,680 | Closed |
|
|
AW
102
Atlas Wealth
Cincinnati,
Ohio
| – | -$99.1K | -11,533 | Closed |
|
|
SA
103
Sanctuary Advisors
Indianapolis,
Indiana
| – | -$94.9K | -11,288 | Closed |
|
|
IWC
104
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$89.7K | -10,545 | Closed |
|
|
WIA
105
Wetzel Investment Advisors
Indianapolis,
Indiana
| – | -$47.5K | -5,500 | Closed |
|
|
KB
106
Kimelman & Baird
New York
| – | -$27.2K | -3,200 | Closed |
|
|
MG
107
Mather Group
Chicago,
Illinois
| – | -$2.87K | -332 | Closed |
|
|
BHWM
108
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$511 | -60 | Closed |
|
|
LWANC
109
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$2 | -1 | Closed |
|
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.