Western Asset Inflation-Linked Opportunities & Income Fund
WIW
68 hedge funds and large institutions have $258M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 5 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
12% more capital invested
Capital invested by funds: $230M → $258M (+$28.2M)
1.96% more ownership
Funds ownership: 32.26% → 34.22% (+2%)
1% more funds holding
Funds holding: 67 → 68 (+1)
9% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$9.69M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$4.12M |
| 3 |
EML
Eos Management LP
New York
|
+$2.77M |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$2.63M |
| 5 |
KFS
KMS Financial Services
Seattle,
Washington
|
+$545K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.94M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$1.14M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$728K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$545K |
| 5 |
PIA
Peachtree Investment Advisors
Atlanta,
Georgia
|
-$432K |
WIW Hedge Fund Activity: Q2 2014 in Review
68 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2014, worth a combined $258M — up 12% from $230M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new WIW positions and 5 closed out — a net gain of 1 holder — while 20 added to existing stakes and 22 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $9.69M. The largest seller was Morgan Stanley, cutting an estimated $1.94M.
- 68 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2014, up from 67 in Q1 2014.
- Funds reported $258M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2014, up 12% quarter-over-quarter.
- 6 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2014 and 5 closed out, a net change of +1 holder.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2014 was 1607 Capital Partners, an estimated $9.69M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2014 was Morgan Stanley, an estimated $1.94M sold.
Based on aggregated 13F filings for Q2 2014.