Western Asset Inflation-Linked Opportunities & Income Fund
WIW
67 hedge funds and large institutions have $247M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 5 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
0.58% more ownership
Funds ownership: 34.22% → 34.81% (+0.58%)
0% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 20
4% less capital invested
Capital invested by funds: $258M → $247M (-$10.6M)
1% less funds holding
Funds holding: 68 → 67 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$6.19M |
| 2 |
GWI
Grace & White Inc
Ny,
New York
|
+$1.44M |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$1.38M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$891K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$721K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$3.62M |
| 2 |
EML
Eos Management LP
New York
|
-$1.28M |
| 3 |
Morgan Stanley
New York
|
-$1.23M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$394K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$325K |
WIW Hedge Fund Activity: Q3 2014 in Review
67 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2014, worth a combined $247M — down 4.1% from $258M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WIW and 4 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 20 added.
The largest buyer was 1607 Capital Partners, adding an estimated $6.19M. The largest seller was Financial & Investment Management Group, cutting an estimated $3.62M.
- 67 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2014, down from 68 in Q2 2014.
- Funds reported $247M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2014, down 4.1% quarter-over-quarter.
- 4 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2014 and 5 closed out, a net change of -1 holder.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2014 was 1607 Capital Partners, an estimated $6.19M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2014 was Financial & Investment Management Group, an estimated $3.62M sold.
Based on aggregated 13F filings for Q3 2014.