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WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

72 hedge funds and large institutions have $232M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

4% more funds holding

Funds holding: 69 → 72 (+3)

2% more capital invested

Capital invested by funds: $227M → $232M (+$4.43M)

0.9% more ownership

Funds ownership: 35.67% → 36.57% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
7
Increased
27
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$1.9M
2
FIMG
Financial & Investment Management Group
Michigan
+$1.75M
3
Morgan Stanley
Morgan Stanley
New York
+$1.58M
4
COLIM
City of London Investment Management
United Kingdom
+$1.35M
5
RGC
Roberts, Glore & Co
Illinois
+$1.1M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$2.88M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.28M
3
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
-$650K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$380K
5
DA
Doliver Advisors
Texas
-$307K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$45.4M +$170K +16,382 +0.4%
1CP
2
1607 Capital Partners
Virginia
$41.7M +$54.7K +5,255 +0.1%
FIMG
3
Financial & Investment Management Group
Michigan
$39M +$1.75M +168,493 +5%
KIM
4
Karpus Investment Management
New York
$19.2M -$2.88M -276,481 -13%
Invesco
5
Invesco
Georgia
$8.36M +$40.5K +3,891 +0.5%
Morgan Stanley
6
Morgan Stanley
New York
$8.23M +$1.58M +152,111 +23%
RCM
7
Rivernorth Capital Management
Florida
$5.56M – – –
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$5.17M -$1.28M -122,965 -20%
NCMW
9
Northern Capital Management (Wisconsin)
Wisconsin
$5.04M -$650K -62,510 -11%
Bank of America
10
Bank of America
North Carolina
$3.62M -$136K -13,062 -4%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$3.43M -$380K -36,512 -10%
CS
12
Credit Suisse
Switzerland
$3.24M – – –
HighTower Advisors
13
HighTower Advisors
Illinois
$2.89M +$1.9M +183,070 +185%
COLIM
14
City of London Investment Management
United Kingdom
$2.78M +$1.35M +129,911 +94%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$2.76M -$58.6K -5,630 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.65M +$130K +12,547 +5%
HFS
17
HL Financial Services
Kentucky
$2.43M +$17.1K +1,640 +0.7%
PVWM
18
Point View Wealth Management
New Jersey
$2.38M +$123K +11,862 +5%
LCM
19
Landscape Capital Management
New Jersey
$2.37M +$1.01M +96,754 +72%
AAM
20
Advisors Asset Management
Colorado
$2.29M -$117K -11,233 -5%
GWI
21
Grace & White Inc
New York
$2.18M +$101K +9,700 +5%
HK
22
Horizon Kinetics
New York
$1.86M -$93.4K -8,980 -5%
MIG
23
Mariner Investment Group
New York
$1.56M – – –
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.43M – – –
AA
25
Ancora Advisors
Ohio
$1.23M – – –
1
2 3 4

WIW Hedge Fund Activity: Q4 2015 in Review

72 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2015, worth a combined $232M — up 1.9% from $227M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WIW positions and 4 closed out — a net gain of 3 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $1.9M. The largest seller was Karpus Investment Management, cutting an estimated $2.88M.

  • 72 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2015, up from 69 in Q3 2015.
  • Funds reported $232M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2015, up 1.9% quarter-over-quarter.
  • 7 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2015 and 4 closed out, a net change of +3 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2015 was HighTower Advisors, an estimated $1.9M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2015 was Karpus Investment Management, an estimated $2.88M sold.

Based on aggregated 13F filings for Q4 2015.