Western Asset Inflation-Linked Opportunities & Income Fund
WIW
91 hedge funds and large institutions have $234M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
0% more funds holding
Funds holding: 91 → 91 (0)
0.93% less ownership
Funds ownership: 42.57% → 41.64% (-0.93%)
6% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 33
16% less capital inflows, than outflows
Capital inflows: $26.7M | Capital outflows: $31.9M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$11.9M |
| 2 |
Penserra Capital Management
Orinda,
California
|
+$6.15M |
| 3 |
Morgan Stanley
New York
|
+$5.17M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.01M |
| 5 |
Stansberry Asset Management
Westlake,
Texas
|
+$455K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
-$16.8M |
| 2 |
City of London Investment Management
London,
United Kingdom
|
-$3.51M |
| 3 |
1607 Capital Partners
Richmond,
Virginia
|
-$1.63M |
| 4 |
Almitas Capital
Santa Monica,
California
|
-$1.58M |
| 5 |
Wakefield Asset Management
Englewood,
Colorado
|
-$1.37M |
WIW Hedge Fund Activity: Q1 2023 in Review
91 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2023, worth a combined $234M — down 1.9% from $238M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WIW positions and 9 closed out — a net gain of 1 holder — while 31 added to existing stakes and 33 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $11.9M. The largest seller was Sit Investment Associates, cutting an estimated $16.8M.
- 91 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $234M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2023, down 1.9% quarter-over-quarter.
- 10 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2023 and 9 closed out, a net change of +1 holder.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2023 was Rivernorth Capital Management, an estimated $11.9M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2023 was Sit Investment Associates, an estimated $16.8M sold.
Based on aggregated 13F filings for Q1 2023.