Western Asset Inflation-Linked Opportunities & Income Fund
WIW
85 hedge funds and large institutions have $291M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
36% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 22
6% more funds holding
Funds holding: 80 → 85 (+5)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6.13% less ownership
Funds ownership: 48.2% → 42.07% (-6.1%)
10% less capital invested
Capital invested by funds: $325M → $291M (-$34M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.14M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.65M |
| 3 |
ICM
Ionic Capital Management
New York
|
+$1.59M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.45M |
| 5 |
6M
6 Meridian
Wichita,
Kansas
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$23.2M |
| 2 |
BlackRock
New York
|
-$16.9M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$4.43M |
| 4 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
-$3.02M |
| 5 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$3.02M |
WIW Hedge Fund Activity: Q3 2020 in Review
85 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2020, worth a combined $291M — down 10% from $325M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WIW positions and 5 closed out — a net gain of 5 holders — while 30 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.14M. The largest seller was Wells Fargo, cutting an estimated $23.2M.
- 85 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2020, up from 80 in Q2 2020.
- Funds reported $291M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2020, down 10% quarter-over-quarter.
- 10 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2020 and 5 closed out, a net change of +5 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2020 was Morgan Stanley, an estimated $2.14M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2020 was Wells Fargo, an estimated $23.2M sold.
Based on aggregated 13F filings for Q3 2020.