Western Asset Inflation-Linked Opportunities & Income Fund
WIW
90 hedge funds and large institutions have $321M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 12 closing their positions.
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
2.07% more ownership
Funds ownership: 41.34% → 43.41% (+2.1%)
1% more funds holding
Funds holding: 89 → 90 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
7% less capital invested
Capital invested by funds: $343M → $321M (-$22.7M)
10% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
BFSG LLC
Irvine,
California
|
+$13.6M |
| 2 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
+$5.34M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.72M |
| 4 |
Morgan Stanley
New York
|
+$2.43M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.84M |
| 2 |
OA
Oxbow Advisors
Austin,
Texas
|
-$1.73M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.55M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.45M |
| 5 |
CPC
Congress Park Capital
Saratoga Springs,
New York
|
-$1.36M |
WIW Hedge Fund Activity: Q1 2022 in Review
90 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2022, worth a combined $321M — down 6.6% from $343M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new WIW positions and 12 closed out — a net gain of 3 holders — while 26 added to existing stakes and 29 trimmed.
The largest buyer was BFSG LLC, adding an estimated $13.6M. The largest seller was Invesco, cutting an estimated $1.84M.
- 90 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2022, up from 89 in Q4 2021.
- Funds reported $321M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2022, down 6.6% quarter-over-quarter.
- 15 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2022 and 12 closed out, a net change of +3 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2022 was BFSG LLC, an estimated $13.6M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2022 was Invesco, an estimated $1.84M sold.
Based on aggregated 13F filings for Q1 2022.