Western Asset Inflation-Linked Opportunities & Income Fund
WIW
83 hedge funds and large institutions have $227M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 11 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 29
0.04% more ownership
Funds ownership: 41.64% → 41.68% (+0.04%)
3% less capital invested
Capital invested by funds: $234M → $227M (-$7.2M)
8% less funds holding
Funds holding: 90 → 83 (-7)
64% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.52M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.03M |
| 3 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$2.16M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.03M |
| 5 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$10.7M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.59M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.43M |
| 4 |
BL
BFSG LLC
Irvine,
California
|
-$604K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$419K |
WIW Hedge Fund Activity: Q2 2023 in Review
83 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q2 2023, worth a combined $227M — down 3.1% from $234M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of WIW and 4 opened new positions — a net loss of 7 holders — while 29 trimmed existing stakes and 30 added.
The largest buyer was Morgan Stanley, adding an estimated $4.52M. The largest seller was Sit Investment Associates, cutting an estimated $10.7M.
- 83 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q2 2023, down from 90 in Q1 2023.
- Funds reported $227M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q2 2023, down 3.1% quarter-over-quarter.
- 4 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q2 2023 and 11 closed out, a net change of -7 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q2 2023 was Morgan Stanley, an estimated $4.52M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q2 2023 was Sit Investment Associates, an estimated $10.7M sold.
Based on aggregated 13F filings for Q2 2023.