Western Asset Inflation-Linked Opportunities & Income Fund
WIW
98 hedge funds and large institutions have $219M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 6 closing their positions.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
13% more funds holding
Funds holding: 87 → 98 (+11)
5% more capital invested
Capital invested by funds: $208M → $219M (+$10.3M)
0.13% less ownership
Funds ownership: 41.14% → 41.01% (-0.13%)
31% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPCM
Beach Point Capital Management
Santa Monica,
California
|
+$8.21M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$1.73M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.49M |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$745K |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$715K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$6.67M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.13M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.83M |
| 4 |
Morgan Stanley
New York
|
-$1.34M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$876K |
WIW Hedge Fund Activity: Q4 2023 in Review
98 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2023, worth a combined $219M — up 4.9% from $208M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new WIW positions and 6 closed out — a net gain of 11 holders — while 24 added to existing stakes and 35 trimmed.
The largest buyer was Beach Point Capital Management, opening a new position worth an estimated $8.21M. The largest seller was Rivernorth Capital Management, cutting an estimated $6.67M.
- 98 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2023, up from 87 in Q3 2023.
- Funds reported $219M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2023, up 4.9% quarter-over-quarter.
- 17 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2023 and 6 closed out, a net change of +11 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2023 was Beach Point Capital Management, an estimated $8.21M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2023 was Rivernorth Capital Management, an estimated $6.67M sold.
Based on aggregated 13F filings for Q4 2023.