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WIA

Western Asset Inflation-Linked Income Fund
WIA

36 hedge funds and large institutions have $91.7M invested in Western Asset Inflation-Linked Income Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $83.1M → $91.7M (+$8.63M)

1.34% more ownership

Funds ownership: 24.38% → 25.72% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

3% less funds holding

Funds holding: 37 → 36 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$2.79M
2
MIG
Mariner Investment Group
New York
+$2M
3
EML
Eos Management LP
New York
+$1.3M
4
KIM
Karpus Investment Management
New York
+$779K
5
HFS
HL Financial Services
Kentucky
+$687K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$835K
2
DA
Doliver Advisors
Texas
-$668K
3
FIMG
Financial & Investment Management Group
Michigan
-$592K
4
WAM
Wolverine Asset Management
Illinois
-$429K
5
SIA
Sit Investment Associates
Minnesota
-$407K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$93K -$429K -35,797 -82%
US Bancorp
27
US Bancorp
Minnesota
$43K – – –
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$26K +$156 +13 +0.6%
WT
29
Whittier Trust
California
$21K – – –
Ameriprise
30
Ameriprise
Minnesota
$20K +$6.25K +521 +48%
SNT
31
Security National Trust
West Virginia
$18K +$18K +1,500 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$12K -$48K -4,000 -80%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
WEC
35
Winslow Evans & Crocker
Massachusetts
$612 – – –
AIG
36
American International Group
New York
$61 – – –
SIA
37
Sit Investment Associates
Minnesota
– -$407K -34,900 Closed
VKH
38
Virtu KCG Holdings
New York
– -$301K -25,745 Closed
Creative Planning
39
Creative Planning
Kansas
– -$40K -3,436 Closed
1
2

WIA Hedge Fund Activity: Q2 2014 in Review

36 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q2 2014, worth a combined $91.7M — up 10% from $83.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WIA and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 11 added.

The largest buyer was 1607 Capital Partners, adding an estimated $2.79M. The largest seller was Wells Fargo, cutting an estimated $835K.

  • 36 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q2 2014, down from 37 in Q1 2014.
  • Funds reported $91.7M of Western Asset Inflation-Linked Income Fund stock for Q2 2014, up 10% quarter-over-quarter.
  • 3 funds opened new Western Asset Inflation-Linked Income Fund positions in Q2 2014 and 4 closed out, a net change of -1 holder.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q2 2014 was 1607 Capital Partners, an estimated $2.79M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q2 2014 was Wells Fargo, an estimated $835K sold.

Based on aggregated 13F filings for Q2 2014.