Western Asset Inflation-Linked Opportunities & Income Fund
WIW
87 hedge funds and large institutions have $341M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 8 closing their positions.
2% less capital invested
Capital invested by funds: $349M → $341M (-$8.27M)
1.6% less ownership
Funds ownership: 43.5% → 41.89% (-1.6%)
4% less funds holding
Funds holding: 91 → 87 (-4)
23% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 31
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$9.44M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.47M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.96M |
| 4 |
CPC
Congress Park Capital
Saratoga Springs,
New York
|
+$1.36M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$637K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$16.5M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$6.22M |
| 3 |
AL
Arnhold LLC
New York
|
-$2.03M |
| 4 |
Morgan Stanley
New York
|
-$1.44M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.4M |
WIW Hedge Fund Activity: Q3 2021 in Review
87 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2021, worth a combined $341M — down 2.4% from $349M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of WIW and 5 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 24 added.
The largest buyer was Sit Investment Associates, adding an estimated $9.44M. The largest seller was Rivernorth Capital Management, cutting an estimated $16.5M.
- 87 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2021, down from 91 in Q2 2021.
- Funds reported $341M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2021, down 2.4% quarter-over-quarter.
- 5 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2021 and 8 closed out, a net change of -3 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2021 was Sit Investment Associates, an estimated $9.44M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2021 was Rivernorth Capital Management, an estimated $16.5M sold.
Based on aggregated 13F filings for Q3 2021.