Who Owns Western Asset Inflation-Linked Opportunities & Income Fund Stock?
NYSE: WIWFinanceFinance CompaniesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 63.29%
- Held by insiders
- 0.02%
- Institutional holders
- 113
- Institutions 63.3%
- Insiders 0.0%
- Public and other 36.7%
Who owns Western Asset Inflation-Linked Opportunities & Income Fund stock?
Institutional investors own about 63.3% of Western Asset Inflation-Linked Opportunities & Income Fund's shares, spread across 113 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.02% of WIW.
The largest institutional holders are Morgan Stanley (12.48%), Allspring Global Investments Holdings, LLC (1.76%) and PenderFund Capital Management Limited (1.63%). Together, the top 10 institutions control 24.7% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their WIW positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of WIW
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 7.63M | 12.48% | +5.9% |
| Allspring Global Investments Holdings, LLC | 1.08M | 1.76% | 0.0% |
| PenderFund Capital Management Limited | 998.75K | 1.63% | -2.4% |
| Invesco Ltd. | 903.57K | 1.48% | -1.9% |
| RiverNorth Capital Management, LLC | 876.00K | 1.43% | -9.1% |
| Bank of America Corporation | 793.31K | 1.30% | +2.0% |
| Guggenheim Capital, LLC | 775.91K | 1.27% | -10.9% |
| Saba Capital Management, L.P. | 753.91K | 1.23% | +436.3% |
| 1607 Capital Partners, LLC | 708.05K | 1.16% | -40.6% |
| Baird Financial Group, Inc. | 576.77K | 0.94% | +3.6% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of WIW
| Fund | Shares | % Held |
|---|---|---|
| Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF | 827.61K | 1.35% |
| RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund | 671.86K | 1.10% |
| First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF | 246.70K | 0.40% |
| Starboard Investment Trust-Matisse Discounted Bond CEF Strategy | 230.00K | 0.38% |
| Elevation Series Trust-RiverNorth Active Income ETF | 185.18K | 0.30% |
| Exchange Listed Funds Trust-Saba Closed-End Funds ETF | 140.59K | 0.23% |
| INVESTMENT MANAGERS SERIES TRUST-Robinson Opportunistic Income Fund | 68.50K | 0.11% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 3.99K | 0.01% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 1.42K | 0.00% |
Frequently asked questions
Who is the largest shareholder of Western Asset Inflation-Linked Opportunities & Income Fund?
Morgan Stanley is the largest institutional shareholder of WIW, owning 12.48% of shares outstanding (7.63M shares) as of its latest 13F filing.
What percentage of Western Asset Inflation-Linked Opportunities & Income Fund is owned by institutions?
Institutions own about 63.3% of WIW shares and 63.3% of the public float.
How much of Western Asset Inflation-Linked Opportunities & Income Fund do insiders own?
Insiders, such as officers and directors, own about 0.02% of WIW shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.