Western Asset Inflation-Linked Opportunities & Income Fund
WIW
94 hedge funds and large institutions have $212M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 14 closing their positions.
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
3% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 30
0.94% more ownership
Funds ownership: 40.32% → 41.26% (+0.94%)
4% less capital invested
Capital invested by funds: $221M → $212M (-$8.76M)
1% less funds holding
Funds holding: 95 → 94 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$11.1M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$9.09M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.38M |
| 4 |
Capstone Investment Advisors
New York
|
+$2.64M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.7M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$3.66M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.56M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.43M |
| 5 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$1.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$139K | -15,746 | Closed |
|
|
KIM
102
Karpus Investment Management
Pittsford,
New York
| – | -$111K | -12,500 | Closed |
|
|
HKAM
103
Horizon Kinetics Asset Management
New York
| – | -$106K | -12,036 | Closed |
|
104
Bank of New York Mellon
New York
| – | -$90K | -10,178 | Closed |
|
|
CIA
105
Capital Investment Advisors
Atlanta,
Georgia
| – | -$89.6K | -10,141 | Closed |
|
|
TJHA
106
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$54.5K | -6,165 | Closed |
|
|
IAIM
107
International Assets Investment Management
Orlando,
Florida
| – | -$600 | -5,304 | Closed |
|
108
AssetMark Inc
Concord,
California
| – | -$389 | -44 | Closed |
|
WIW Hedge Fund Activity: Q4 2024 in Review
94 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2024, worth a combined $212M — down 4% from $221M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new WIW positions and 14 closed out — a net gain of 1 holder — while 31 added to existing stakes and 30 trimmed.
The largest buyer was Wells Fargo, adding an estimated $11.1M. The largest seller was Morgan Stanley, cutting an estimated $14.7M.
- 94 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2024, down from 95 in Q3 2024.
- Funds reported $212M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2024, down 4% quarter-over-quarter.
- 15 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2024 and 14 closed out, a net change of +1 holder.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2024 was Wells Fargo, an estimated $11.1M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2024 was Morgan Stanley, an estimated $14.7M sold.
Based on aggregated 13F filings for Q4 2024.