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WIA

Western Asset Inflation-Linked Income Fund
WIA

37 hedge funds and large institutions have $83.1M invested in Western Asset Inflation-Linked Income Fund in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

8% more capital invested

Capital invested by funds: $77.2M → $83.1M (+$5.88M)

1.19% more ownership

Funds ownership: 23.18% → 24.38% (+1.2%)

3% less funds holding

Funds holding: 38 → 37 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
20
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$2.28M
2
MIG
Mariner Investment Group
New York
+$993K
3
DA
Doliver Advisors
Texas
+$693K
4
1CP
1607 Capital Partners
Virginia
+$613K
5
WAM
Wolverine Asset Management
Illinois
+$502K

Top Sellers

Rank Fund Capital Flow
1
TC
TFS Capital
Pennsylvania
-$777K
2
SIA
Sit Investment Associates
Minnesota
-$350K
3
VAM
Visium Asset Management
New York
-$327K
4
SG Americas Securities
SG Americas Securities
New York
-$248K
5
Bank of America
Bank of America
North Carolina
-$128K
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$128K – – –
SHA
27
Smith Hayes Advisers
Nebraska
$121K +$4.62K +400 +4%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$58K – – –
US Bancorp
29
US Bancorp
Minnesota
$41K +$9.25K +800 +29%
Creative Planning
30
Creative Planning
Kansas
$40K +$5.04K +436 +15%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$25K +$150 +13 +0.6%
Ameriprise
32
Ameriprise
Minnesota
$24K -$54.4K -4,705 -81%
WT
33
Whittier Trust
California
$20K – – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
WEC
36
Winslow Evans & Crocker
Massachusetts
$583 – – –
AIG
37
American International Group
New York
$58 – – –
TC
38
TFS Capital
Pennsylvania
– -$777K -68,015 Closed
VAM
39
Visium Asset Management
New York
– -$327K -28,652 Closed
SG Americas Securities
40
SG Americas Securities
New York
– -$248K -21,703 Closed
TRCT
41
Tower Research Capital (TRC)
New York
– -$94K -8,224 Closed
1
2

WIA Hedge Fund Activity: Q1 2014 in Review

37 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q1 2014, worth a combined $83.1M — up 7.6% from $77.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WIA and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 20 added.

The largest buyer was Karpus Investment Management, adding an estimated $2.28M. The largest seller was TFS Capital, exiting entirely with an estimated $777K sold.

  • 37 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q1 2014, down from 38 in Q4 2013.
  • Funds reported $83.1M of Western Asset Inflation-Linked Income Fund stock for Q1 2014, up 7.6% quarter-over-quarter.
  • 3 funds opened new Western Asset Inflation-Linked Income Fund positions in Q1 2014 and 4 closed out, a net change of -1 holder.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q1 2014 was Karpus Investment Management, an estimated $2.28M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q1 2014 was TFS Capital, an estimated $777K sold.

Based on aggregated 13F filings for Q1 2014.