Western Asset Inflation-Linked Opportunities & Income Fund
WIW
88 hedge funds and large institutions have $277M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 15 closing their positions.
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
1.71% more ownership
Funds ownership: 45.43% → 47.14% (+1.7%)
0% more funds holding
Funds holding: 88 → 88 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 28
14% less capital invested
Capital invested by funds: $321M → $277M (-$44.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$19.5M |
| 2 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$3.48M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$3.1M |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
+$2.43M |
| 5 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$9.45M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$8.01M |
| 3 |
Morgan Stanley
New York
|
-$3.68M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.21M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.1M |
WIW Hedge Fund Activity: Q1 2020 in Review
88 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2020, worth a combined $277M — down 14% from $321M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new WIW positions and 15 closed out — a net gain of 2 holders — while 27 added to existing stakes and 28 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $19.5M. The largest seller was Sit Investment Associates, cutting an estimated $9.45M.
- 88 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $277M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2020, down 14% quarter-over-quarter.
- 17 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2020 and 15 closed out, a net change of +2 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2020 was Rivernorth Capital Management, an estimated $19.5M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2020 was Sit Investment Associates, an estimated $9.45M sold.
Based on aggregated 13F filings for Q1 2020.