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WIW

Western Asset Inflation-Linked Opportunities & Income Fund

82 hedge funds and large institutions have $283M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

4% more funds holding

Funds holding: 7982 (+3)

0.86% more ownership

Funds ownership: 44.37%45.23% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $291M → $283M (-$8.59M)

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
21
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$87.2M -$1.72M -157,906 -2%
SIA
2
Sit Investment Associates
Minnesota
$38.6M +$2.35M +215,667 +7%
1CP
3
1607 Capital Partners
Virginia
$34.5M +$3.27M +300,600 +11%
Morgan Stanley
4
Morgan Stanley
New York
$17.9M +$3.16M +290,984 +22%
Invesco
5
Invesco
Georgia
$10.8M +$520K +47,778 +5%
SFPIA
6
Stevens First Principles Investment Advisors
California
$9.54M -$445K -40,915 -5%
HighTower Advisors
7
HighTower Advisors
Illinois
$9.03M +$38.2K +3,508 +0.4%
KIM
8
Karpus Investment Management
New York
$8.31M -$242K -22,214 -3%
Bank of America
9
Bank of America
North Carolina
$8.09M -$340K -31,272 -4%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$5.44M -$50.5K -4,643 -0.9%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$3.55M +$3.45M +316,993 New
WAM
12
Wakefield Asset Management
Colorado
$3.51M -$486K -44,687 -12%
AAM
13
Advisors Asset Management
Colorado
$3.34M -$116K -10,641 -3%
RGC
14
Roberts, Glore & Co
Illinois
$3.23M -$207K -19,066 -6%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$3.22M -$9.11K -838 -0.3%
PVWM
16
Point View Wealth Management
New Jersey
$2.72M -$61.5K -5,659 -2%
GWI
17
Grace & White Inc
New York
$2.34M
RJA
18
Raymond James & Associates
Florida
$2.24M -$498K -45,767 -19%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.07M -$122K -11,178 -6%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$1.82M +$9.95K +915 +0.6%
UBS Group
21
UBS Group
Switzerland
$1.76M +$153K +14,097 +10%
LCM
22
Landscape Capital Management
New Jersey
$1.71M -$1.52M -139,561 -48%
AA
23
Ancora Advisors
Ohio
$1.65M -$59.8K -5,500 -4%
AL
24
Arnhold LLC
New York
$1.64M +$50.3K +4,625 +3%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.59M +$16.9K +1,555 +1%

WIW Hedge Fund Activity: Q2 2019 in Review

82 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2019, worth a combined $283M — down 2.9% from $291M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WIW positions and 8 closed out — a net gain of 4 holders — while 21 added to existing stakes and 29 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.19M. The largest seller was Curi RMB Capital, cutting an estimated $1.87M.

  • 82 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2019, up from 79 in Q1 2019.
  • Funds reported $283M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2019, down 2.9% quarter-over-quarter.
  • 12 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2019 and 8 closed out, a net change of +4 holders.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2019 was Rivernorth Capital Management, an estimated $4.19M added.
  • The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2019 was Curi RMB Capital, an estimated $1.87M sold.

Based on aggregated 13F filings for Q2 2019.