Western Asset Inflation-Linked Income Fund
WIA
35 hedge funds and large institutions have $72.4M invested in Western Asset Inflation-Linked Income Fund in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
17% more funds holding
Funds holding: 30 → 35 (+5)
5% more capital invested
Capital invested by funds: $68.7M → $72.4M (+$3.66M)
1.62% more ownership
Funds ownership: 19.71% → 21.33% (+1.6%)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$3.44M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.36M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$836K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$779K |
| 5 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$623K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$653K |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$527K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$462K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$380K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$280K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SHA
26
Smith Hayes Advisers
Lincoln,
Nebraska
| $116K | – | – | – |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $90K | +$6.44K | +550 | +8% |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $34K | +$25.7K | +2,200 | +314% |
|
|
LTFS
29
Ladenburg Thalmann Financial Services
Miami,
Florida
| $24K | +$152 | +13 | +0.6% |
|
|
WT
30
Whittier Trust
South Pasadena,
California
| $20K | +$20.3K | +1,731 | New |
|
31
US Bancorp
Minneapolis,
Minnesota
| $19K | – | – | – |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $5K | -$60.5K | -5,170 | -93% |
|
33
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $3K | +$3.51K | +300 | New |
|
|
AIG
34
American International Group
New York
| $58 | – | – | – |
|
35
Citigroup
New York
| – | -$120K | -10,271 | -100% |
|
WIA Hedge Fund Activity: Q3 2013 in Review
35 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q3 2013, worth a combined $72.4M — up 5.3% from $68.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new WIA positions and 1 closed out — a net gain of 5 holders — while 12 added to existing stakes and 12 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $3.44M. The largest seller was TFS Capital, cutting an estimated $653K.
- 35 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q3 2013, up from 30 in Q2 2013.
- Funds reported $72.4M of Western Asset Inflation-Linked Income Fund stock for Q3 2013, up 5.3% quarter-over-quarter.
- 6 funds opened new Western Asset Inflation-Linked Income Fund positions in Q3 2013 and 1 closed out, a net change of +5 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q3 2013 was 1607 Capital Partners, an estimated $3.44M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q3 2013 was TFS Capital, an estimated $653K sold.
Based on aggregated 13F filings for Q3 2013.