Western Asset Inflation-Linked Opportunities & Income Fund
WIW
91 hedge funds and large institutions have $219M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 17 reducing their positions, and 17 closing their positions.
159% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 17
8% more capital inflows, than outflows
Capital inflows: $22.7M | Capital outflows: $21.1M
0.32% more ownership
Funds ownership: 41.01% → 41.32% (+0.32%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 99 → 91 (-8)
35% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.88M |
| 2 |
Beach Point Capital Management
Santa Monica,
California
|
+$2.89M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.27M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.35M |
| 5 |
Park Avenue Securities
New York
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1607 Capital Partners
Richmond,
Virginia
|
-$10.2M |
| 2 |
BFSG LLC
Irvine,
California
|
-$4.29M |
| 3 |
Almitas Capital
Santa Monica,
California
|
-$1.04M |
| 4 |
Tidal Investments
Milwaukee,
Wisconsin
|
-$736K |
| 5 |
Tortoise Investment Management
White Plains,
New York
|
-$569K |
WIW Hedge Fund Activity: Q1 2024 in Review
91 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q1 2024, worth a combined $219M — up 0.37% from $219M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of WIW and 11 opened new positions — a net loss of 6 holders — while 17 trimmed existing stakes and 44 added.
The largest buyer was Morgan Stanley, adding an estimated $5.88M. The largest seller was 1607 Capital Partners, cutting an estimated $10.2M.
- 91 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q1 2024, down from 99 in Q4 2023.
- Funds reported $219M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q1 2024, up 0.37% quarter-over-quarter.
- 11 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q1 2024 and 17 closed out, a net change of -6 holders.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q1 2024 was Morgan Stanley, an estimated $5.88M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q1 2024 was 1607 Capital Partners, an estimated $10.2M sold.
Based on aggregated 13F filings for Q1 2024.