Western Asset Inflation-Linked Opportunities & Income Fund
WIW
73 hedge funds and large institutions have $259M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 9 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 22
0.07% more ownership
Funds ownership: 37.94% → 38.02% (+0.07%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% less capital invested
Capital invested by funds: $260M → $259M (-$675K)
6% less funds holding
Funds holding: 78 → 73 (-5)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.31M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$4.98M |
| 3 |
Morgan Stanley
New York
|
+$3.36M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.16M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$8.59M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$5.22M |
| 3 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$2.76M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.79M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$1.76M |
WIW Hedge Fund Activity: Q4 2016 in Review
73 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2016, worth a combined $259M — down 0.26% from $260M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of WIW and 6 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 30 added.
The largest buyer was Wells Fargo, adding an estimated $6.31M. The largest seller was Sit Investment Associates, cutting an estimated $8.59M.
- 73 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2016, down from 78 in Q3 2016.
- Funds reported $259M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2016, down 0.26% quarter-over-quarter.
- 6 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2016 and 9 closed out, a net change of -3 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2016 was Wells Fargo, an estimated $6.31M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2016 was Sit Investment Associates, an estimated $8.59M sold.
Based on aggregated 13F filings for Q4 2016.