Western Asset Inflation-Linked Income Fund
WIA
37 hedge funds and large institutions have $89.2M invested in Western Asset Inflation-Linked Income Fund in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
3% more funds holding
Funds holding: 36 → 37 (+1)
0.73% more ownership
Funds ownership: 25.72% → 26.45% (+0.73%)
3% less capital invested
Capital invested by funds: $91.7M → $89.2M (-$2.51M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$808K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$807K |
| 3 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$621K |
| 4 |
GWI
Grace & White Inc
Ny,
New York
|
+$453K |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$442K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$950K |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$460K |
| 3 |
EML
Eos Management LP
New York
|
-$420K |
| 4 |
PIA
Peachtree Investment Advisors
Atlanta,
Georgia
|
-$222K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$31.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SHA
26
Smith Hayes Advisers
Lincoln,
Nebraska
| $149K | – | – | – |
|
27
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $143K | -$8.11K | -675 | -5% |
|
28
Bank of New York Mellon
New York
| $138K | – | – | – |
|
|
TJHA
29
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $98K | +$300 | +25 | +0.3% |
|
|
LTFS
30
Ladenburg Thalmann Financial Services
Miami,
Florida
| $25K | +$156 | +13 | +0.6% |
|
|
WT
31
Whittier Trust
South Pasadena,
California
| $20K | – | – | – |
|
32
Ameriprise
Minneapolis,
Minnesota
| $18K | -$1.13K | -94 | -6% |
|
|
SNT
33
Security National Trust
Wheeling,
West Virginia
| $17K | – | – | – |
|
34
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $12K | – | – | – |
|
35
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $5K | – | – | – |
|
|
BBPWM
36
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $1K | – | – | – |
|
|
WEC
37
Winslow Evans & Crocker
Boston,
Massachusetts
| $578 | – | – | – |
|
|
AIG
38
American International Group
New York
| $58 | – | – | – |
|
WIA Hedge Fund Activity: Q3 2014 in Review
37 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q3 2014, worth a combined $89.2M — down 2.7% from $91.7M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WIA positions and 0 closed out — a net gain of 1 holder — while 16 added to existing stakes and 8 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $808K. The largest seller was Wells Fargo, cutting an estimated $950K.
- 37 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q3 2014, up from 36 in Q2 2014.
- Funds reported $89.2M of Western Asset Inflation-Linked Income Fund stock for Q3 2014, down 2.7% quarter-over-quarter.
- 1 fund opened new Western Asset Inflation-Linked Income Fund positions in Q3 2014 and 0 closed out, a net change of +1 holder.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q3 2014 was 1607 Capital Partners, an estimated $808K added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q3 2014 was Wells Fargo, an estimated $950K sold.
Based on aggregated 13F filings for Q3 2014.