Western Asset Inflation-Linked Opportunities & Income Fund
WIW
89 hedge funds and large institutions have $343M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 14 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
2% more funds holding
Funds holding: 87 → 89 (+2)
8% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 26
1% more capital invested
Capital invested by funds: $340M → $343M (+$3.68M)
0.56% less ownership
Funds ownership: 41.89% → 41.34% (-0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$28.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.82M |
| 3 |
Morgan Stanley
New York
|
+$2.27M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.45M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$27.2M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$25.4M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$8.16M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$5.02M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$3.28M |
WIW Hedge Fund Activity: Q4 2021 in Review
89 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2021, worth a combined $343M — up 1.1% from $340M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new WIW positions and 14 closed out — a net gain of 2 holders — while 28 added to existing stakes and 26 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $28.3M. The largest seller was Wells Fargo, cutting an estimated $27.2M.
- 89 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2021, up from 87 in Q3 2021.
- Funds reported $343M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2021, up 1.1% quarter-over-quarter.
- 16 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2021 and 14 closed out, a net change of +2 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $28.3M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2021 was Wells Fargo, an estimated $27.2M sold.
Based on aggregated 13F filings for Q4 2021.