Western Asset Inflation-Linked Opportunities & Income Fund
WIW
55 hedge funds and large institutions have $193M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 10 closing their positions.
1.69% more ownership
Funds ownership: 25.54% → 27.24% (+1.7%)
4% more capital invested
Capital invested by funds: $186M → $193M (+$7.03M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 57 → 55 (-2)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$7.64M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$6.2M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$5.81M |
| 4 |
AIM
Assured Investment Management
New York
|
+$2.66M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$3.79M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.58M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.54M |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$2.1M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$763K |
WIW Hedge Fund Activity: Q3 2013 in Review
55 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2013, worth a combined $193M — up 3.8% from $186M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of WIW and 9 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 16 added.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $7.64M. The largest seller was UBS, cutting an estimated $3.79M.
- 55 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2013, down from 57 in Q2 2013.
- Funds reported $193M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2013, up 3.8% quarter-over-quarter.
- 9 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2013 and 10 closed out, a net change of -1 holder.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2013 was Janney Montgomery Scott, an estimated $7.64M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2013 was UBS, an estimated $3.79M sold.
Based on aggregated 13F filings for Q3 2013.