Western Asset Inflation-Linked Opportunities & Income Fund
WIW
80 hedge funds and large institutions have $325M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 33 reducing their positions, and 13 closing their positions.
17% more capital invested
Capital invested by funds: $277M → $325M (+$47.5M)
1.06% more ownership
Funds ownership: 47.14% → 48.2% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
9% less funds holding
Funds holding: 88 → 80 (-8)
30% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 33
54% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$16.2M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$6.93M |
| 3 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$3.69M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.62M |
| 5 |
WCA
Windsor Creek Advisors
Bethel,
Vermont
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$6.36M |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
-$4.11M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.19M |
| 4 |
Morgan Stanley
New York
|
-$1.57M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$1.47M |
WIW Hedge Fund Activity: Q2 2020 in Review
80 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2020, worth a combined $325M — up 17% from $277M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of WIW and 6 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 23 added.
The largest buyer was BlackRock, opening a new position worth an estimated $16.2M. The largest seller was Sit Investment Associates, cutting an estimated $6.36M.
- 80 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2020, down from 88 in Q1 2020.
- Funds reported $325M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2020, up 17% quarter-over-quarter.
- 6 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2020 and 13 closed out, a net change of -7 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2020 was BlackRock, an estimated $16.2M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2020 was Sit Investment Associates, an estimated $6.36M sold.
Based on aggregated 13F filings for Q2 2020.