Western Asset Inflation-Linked Opportunities & Income Fund
WIW
73 hedge funds and large institutions have $261M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 18
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
1.17% more ownership
Funds ownership: 37.49% → 38.66% (+1.2%)
2% more capital invested
Capital invested by funds: $256M → $261M (+$4.46M)
5% less funds holding
Funds holding: 77 → 73 (-4)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.55M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.54M |
| 3 |
RGC
Roberts, Glore & Co
Deerfield,
Illinois
|
+$997K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$929K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$704K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.94M |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$1.03M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$836K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$810K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$572K |
WIW Hedge Fund Activity: Q2 2017 in Review
73 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2017, worth a combined $261M — up 1.7% from $256M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of WIW and 4 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 25 added.
The largest buyer was Wells Fargo, adding an estimated $7.55M. The largest seller was Morgan Stanley, cutting an estimated $4.94M.
- 73 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2017, down from 77 in Q1 2017.
- Funds reported $261M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2017, up 1.7% quarter-over-quarter.
- 4 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2017 and 7 closed out, a net change of -3 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2017 was Wells Fargo, an estimated $7.55M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2017 was Morgan Stanley, an estimated $4.94M sold.
Based on aggregated 13F filings for Q2 2017.