Western Asset Inflation-Linked Opportunities & Income Fund
WIW
69 hedge funds and large institutions have $227M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 9 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
21% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 19
3% more funds holding
Funds holding: 67 → 69 (+2)
1.34% more ownership
Funds ownership: 34.33% → 35.67% (+1.3%)
3% less capital invested
Capital invested by funds: $235M → $227M (-$7.82M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.9M |
| 2 |
NCMW
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
+$5.99M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.08M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$457K |
| 5 |
ICM
Ionic Capital Management
New York
|
+$399K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$5.97M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$774K |
| 3 |
IAS
IMA Advisory Services
Denver,
Colorado
|
-$639K |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$479K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$428K |
WIW Hedge Fund Activity: Q3 2015 in Review
69 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2015, worth a combined $227M — down 3.3% from $235M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WIW positions and 9 closed out — a net gain of 2 holders — while 23 added to existing stakes and 19 trimmed.
The largest buyer was Wells Fargo, adding an estimated $7.9M. The largest seller was Karpus Investment Management, cutting an estimated $5.97M.
- 69 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2015, up from 67 in Q2 2015.
- Funds reported $227M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2015, down 3.3% quarter-over-quarter.
- 11 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2015 and 9 closed out, a net change of +2 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2015 was Wells Fargo, an estimated $7.9M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2015 was Karpus Investment Management, an estimated $5.97M sold.
Based on aggregated 13F filings for Q3 2015.