Western Asset Inflation-Linked Opportunities & Income Fund
WIW
92 hedge funds and large institutions have $317M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
22% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 27
9% more capital invested
Capital invested by funds: $291M → $317M (+$26.4M)
8% more funds holding
Funds holding: 85 → 92 (+7)
0.48% less ownership
Funds ownership: 42.07% → 41.59% (-0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
BFSG LLC
Irvine,
California
|
+$4M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.94M |
| 3 |
OA
Oxbow Advisors
Austin,
Texas
|
+$1.26M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.01M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$993K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$10.5M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$3.74M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.71M |
| 4 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
-$710K |
| 5 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$710K |
WIW Hedge Fund Activity: Q4 2020 in Review
92 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2020, worth a combined $317M — up 9.1% from $291M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new WIW positions and 8 closed out — a net gain of 7 holders — while 33 added to existing stakes and 27 trimmed.
The largest buyer was BFSG LLC, adding an estimated $4M. The largest seller was HighTower Advisors, exiting entirely with an estimated $10.5M sold.
- 92 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2020, up from 85 in Q3 2020.
- Funds reported $317M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2020, up 9.1% quarter-over-quarter.
- 15 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2020 and 8 closed out, a net change of +7 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2020 was BFSG LLC, an estimated $4M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2020 was HighTower Advisors, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2020.