Western Asset Inflation-Linked Opportunities & Income Fund
WIW
92 hedge funds and large institutions have $258M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 37 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
2% more funds holding
Funds holding: 90 → 92 (+2)
3.46% less ownership
Funds ownership: 43.41% → 39.94% (-3.5%)
20% less capital invested
Capital invested by funds: $321M → $258M (-$63M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
41% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$2.2M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.6M |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$643K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$541K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
BFSG LLC
Irvine,
California
|
-$12M |
| 2 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$5.18M |
| 3 |
WAM
Wakefield Asset Management
Englewood,
Colorado
|
-$1.92M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.5M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.25M |
WIW Hedge Fund Activity: Q2 2022 in Review
92 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2022, worth a combined $258M — down 20% from $321M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new WIW positions and 8 closed out — a net gain of 4 holders — while 22 added to existing stakes and 37 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16M. The largest seller was BFSG LLC, cutting an estimated $12M.
- 92 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2022, up from 90 in Q1 2022.
- Funds reported $258M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2022, down 20% quarter-over-quarter.
- 12 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2022 and 8 closed out, a net change of +4 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2022 was Morgan Stanley, an estimated $16M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2022 was BFSG LLC, an estimated $12M sold.
Based on aggregated 13F filings for Q2 2022.