Western Asset Inflation-Linked Opportunities & Income Fund
WIW
87 hedge funds and large institutions have $208M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
5% more funds holding
Funds holding: 83 → 87 (+4)
0.54% less ownership
Funds ownership: 41.68% → 41.14% (-0.54%)
8% less capital invested
Capital invested by funds: $227M → $208M (-$18.4M)
17% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.02M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$4.2M |
| 3 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
+$1.03M |
| 4 |
CL
CSS LLC
Chicago,
Illinois
|
+$306K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$299K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$9.18M |
| 2 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$2.46M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.63M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.4M |
| 5 |
AC
Almitas Capital
Santa Monica,
California
|
-$923K |
WIW Hedge Fund Activity: Q3 2023 in Review
87 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q3 2023, worth a combined $208M — down 8.1% from $227M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new WIW positions and 9 closed out — a net gain of 4 holders — while 24 added to existing stakes and 29 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.02M. The largest seller was Rivernorth Capital Management, cutting an estimated $9.18M.
- 87 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q3 2023, up from 83 in Q2 2023.
- Funds reported $208M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q3 2023, down 8.1% quarter-over-quarter.
- 13 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q3 2023 and 9 closed out, a net change of +4 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q3 2023 was Morgan Stanley, an estimated $8.02M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q3 2023 was Rivernorth Capital Management, an estimated $9.18M sold.
Based on aggregated 13F filings for Q3 2023.