We are live on ! Find out more
WIA

Western Asset Inflation-Linked Income Fund
WIA

41 hedge funds and large institutions have $86.7M invested in Western Asset Inflation-Linked Income Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

11% more funds holding

Funds holding: 37 → 41 (+4)

0.97% less ownership

Funds ownership: 26.45% → 25.47% (-0.97%)

3% less capital invested

Capital invested by funds: $89.2M → $86.7M (-$2.53M)

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIMG
Financial & Investment Management Group
Michigan
+$3.44M
2
MIG
Mariner Investment Group
New York
+$702K
3
VKH
Virtu KCG Holdings
New York
+$530K
4
GWI
Grace & White Inc
New York
+$492K
5
SG Americas Securities
SG Americas Securities
New York
+$370K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$7.52M
2
KIM
Karpus Investment Management
New York
-$1.02M
3
EML
Eos Management LP
New York
-$848K
4
DA
Doliver Advisors
Texas
-$493K
5
PIA
Peachtree Investment Advisors
Georgia
-$183K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
Icon Advisers
Colorado
$231K +$230K +19,898 New
LPL Financial
27
LPL Financial
California
$152K -$8.99K -778 -6%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$143K – – –
Bank of New York Mellon
29
Bank of New York Mellon
New York
$139K +$12 +1 +0%
SHA
30
Smith Hayes Advisers
Nebraska
$129K -$20.8K -1,800 -14%
TJHA
31
Thomas J. Herzfeld Advisors
Florida
$99K +$300 +26 +0.3%
TIM
32
Tortoise Investment Management
New York
$46K +$46.2K +4,000 New
NPC
33
National Planning Corporation
California
$37.1K +$37.1K +3,208 New
WT
34
Whittier Trust
California
$20K – – –
SNT
35
Security National Trust
West Virginia
$17K – – –
PAM
36
Panagora Asset Management
Massachusetts
$13K +$12.5K +1,085 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$12K – – –
Creative Planning
38
Creative Planning
Kansas
$7K +$6.93K +600 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
WEC
41
Winslow Evans & Crocker
Massachusetts
$580 – – –
AIG
42
American International Group
New York
$58 – – –
EML
43
Eos Management LP
New York
– -$848K -73,474 Closed
Ameriprise
44
Ameriprise
Minnesota
– -$18K -1,521 Closed
1
2

WIA Hedge Fund Activity: Q4 2014 in Review

41 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2014, worth a combined $86.7M — down 2.8% from $89.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WIA positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Financial & Investment Management Group, adding an estimated $3.44M. The largest seller was Wells Fargo, cutting an estimated $7.52M.

  • 41 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2014, up from 37 in Q3 2014.
  • Funds reported $86.7M of Western Asset Inflation-Linked Income Fund stock for Q4 2014, down 2.8% quarter-over-quarter.
  • 8 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2014 and 2 closed out, a net change of +6 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2014 was Financial & Investment Management Group, an estimated $3.44M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q4 2014 was Wells Fargo, an estimated $7.52M sold.

Based on aggregated 13F filings for Q4 2014.