Western Asset Inflation-Linked Opportunities & Income Fund
WIW
91 hedge funds and large institutions have $349M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 4 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 26
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
7% more capital invested
Capital invested by funds: $327M → $349M (+$21.8M)
1% more funds holding
Funds holding: 90 → 91 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.47% less ownership
Funds ownership: 43.97% → 43.5% (-0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.34M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.78M |
| 3 |
Morgan Stanley
New York
|
+$1.72M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.33M |
| 5 |
CPC
Congress Park Capital
Saratoga Springs,
New York
|
+$814K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$8.66M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.65M |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$1.42M |
| 4 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
-$1.25M |
| 5 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$1.25M |
WIW Hedge Fund Activity: Q2 2021 in Review
91 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2021, worth a combined $349M — up 6.7% from $327M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WIW positions and 4 closed out — a net gain of 1 holder — while 33 added to existing stakes and 26 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $5.34M. The largest seller was Rivernorth Capital Management, cutting an estimated $8.66M.
- 91 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2021, up from 90 in Q1 2021.
- Funds reported $349M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2021, up 6.7% quarter-over-quarter.
- 5 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2021 and 4 closed out, a net change of +1 holder.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2021 was Northwestern Mutual Wealth Management, an estimated $5.34M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2021 was Rivernorth Capital Management, an estimated $8.66M sold.
Based on aggregated 13F filings for Q2 2021.