Western Asset Inflation-Linked Opportunities & Income Fund
WIW
94 hedge funds and large institutions have $212M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 14 closing their positions.
21% more capital inflows, than outflows
Capital inflows: $36.1M | Capital outflows: $30M
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
0.93% more ownership
Funds ownership: 40.31% → 41.25% (+0.93%)
0% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 30
1% less funds holding
Funds holding: 95 → 94 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$11.1M |
| 2 |
1607 Capital Partners
Richmond,
Virginia
|
+$9.09M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.38M |
| 4 |
Capstone Investment Advisors
New York
|
+$2.64M |
| 5 |
Private Advisor Group
Morristown,
New Jersey
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.7M |
| 2 |
Landscape Capital Management
Englewood,
New Jersey
|
-$3.66M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.56M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.43M |
| 5 |
NWF Advisory Services
Los Angeles,
California
|
-$1.36M |
WIW Hedge Fund Activity: Q4 2024 in Review
94 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Opportunities & Income Fund (WIW) for Q4 2024, worth a combined $212M — down 4% from $221M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new WIW positions and 14 closed out — a net gain of 1 holder — while 30 added to existing stakes and 30 trimmed.
The largest buyer was Wells Fargo, adding an estimated $11.1M. The largest seller was Morgan Stanley, cutting an estimated $14.7M.
- 94 institutional investors held Western Asset Inflation-Linked Opportunities & Income Fund (WIW) as of Q4 2024, down from 95 in Q3 2024.
- Funds reported $212M of Western Asset Inflation-Linked Opportunities & Income Fund stock for Q4 2024, down 4% quarter-over-quarter.
- 15 funds opened new Western Asset Inflation-Linked Opportunities & Income Fund positions in Q4 2024 and 14 closed out, a net change of +1 holder.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund buyer in Q4 2024 was Wells Fargo, an estimated $11.1M added.
- The largest Western Asset Inflation-Linked Opportunities & Income Fund seller in Q4 2024 was Morgan Stanley, an estimated $14.7M sold.
Based on aggregated 13F filings for Q4 2024.