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.
35% more capital inflows, than outflows
Capital inflows: $45.4M | Capital outflows: $33.7M
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$19.5M |
| 2 |
Proficio Capital Partners
Newton,
Massachusetts
|
+$3.48M |
| 3 |
City of London Investment Management
London,
United Kingdom
|
+$3.1M |
| 4 |
Matisse Capital
Portland,
Oregon
|
+$2.43M |
| 5 |
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
-$9.45M |
| 2 |
Karpus Investment Management
Pittsford,
New York
|
-$8M |
| 3 |
Morgan Stanley
New York
|
-$3.68M |
| 4 |
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 4,549 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.