Western Asset Inflation-Linked Opportunities & Income Fund
WIW
71 hedge funds and large institutions have $254M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
3% more funds holding
Funds holding: 69 → 71 (+2)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.19% less ownership
Funds ownership: 37.31% → 37.12% (-0.19%)
6% less capital inflows, than outflows
Capital inflows: $12.5M | Capital outflows: $13.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.38M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.02M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$896K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$831K |
| 5 |
Morgan Stanley
New York
|
+$727K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$5.6M |
| 2 |
1607 Capital Partners
Richmond,
Virginia
|
-$2.33M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.07M |
| 4 |
Wolverine Asset Management
Chicago,
Illinois
|
-$683K |
| 5 |
SG Americas Securities
New York
|
-$614K |
WIW Hedge Fund Activity: Q2 2016 in Review
71 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2016, worth a combined $254M — down 0.12% from $254M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WIW positions and 8 closed out — a net gain of 3 holders — while 22 added to existing stakes and 19 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $4.38M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $5.6M sold.
- 71 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2016, up from 69 in Q1 2016.
- Funds reported $254M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2016, down 0.12% quarter-over-quarter.
- 11 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2016 and 8 closed out, a net change of +3 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2016 was Sit Investment Associates, an estimated $4.38M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2016 was Janney Montgomery Scott, an estimated $5.6M sold.
Based on aggregated 13F filings for Q2 2016.