Western Asset Inflation-Linked Opportunities & Income Fund
WIW
90 hedge funds and large institutions have $327M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 9 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 27
2.37% more ownership
Funds ownership: 41.59% → 43.97% (+2.4%)
3% more capital invested
Capital invested by funds: $317M → $327M (+$10.1M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2% less funds holding
Funds holding: 92 → 90 (-2)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$10M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$7.77M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.07M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.53M |
| 5 |
Morgan Stanley
New York
|
+$3.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$6.7M |
| 2 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$6.17M |
| 3 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
-$5.53M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.43M |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$1.28M |
WIW Hedge Fund Activity: Q1 2021 in Review
90 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2021, worth a combined $327M — up 3.2% from $317M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of WIW and 8 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 35 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $10M. The largest seller was Rivernorth Capital Management, cutting an estimated $6.7M.
- 90 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2021, down from 92 in Q4 2020.
- Funds reported $327M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2021, up 3.2% quarter-over-quarter.
- 8 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2021 and 9 closed out, a net change of -1 holder.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $10M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2021 was Rivernorth Capital Management, an estimated $6.7M sold.
Based on aggregated 13F filings for Q1 2021.