WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

43 hedge funds and large institutions have $86M invested in Western Asset Inflation-Linked Income Fund in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
Icon Advisers
Colorado
+$2.27M
2
FIMG
Financial & Investment Management Group
Michigan
+$1.28M
3
HFS
HL Financial Services
Kentucky
+$769K
4
HH
Hilltop Holdings
Texas
+$541K
5
DA
Doliver Advisors
Texas
+$432K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.36M
2
Invesco
Invesco
Georgia
-$651K
3
VKH
Virtu KCG Holdings
New York
-$532K
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$511K
5
SG Americas Securities
SG Americas Securities
New York
-$371K
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
26
Peachtree Investment Advisors
Georgia
$271K -$337K -29,197 -55%
Goldman Sachs
27
Goldman Sachs
New York
$227K +$227K +19,693 New
LPL Financial
28
LPL Financial
California
$152K – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$143K – – –
Bank of New York Mellon
30
Bank of New York Mellon
New York
$138K -$12 -1 -0%
SHA
31
Smith Hayes Advisers
Nebraska
$134K +$5.78K +500 +5%
TJHA
32
Thomas J. Herzfeld Advisors
Florida
$98K +$299 +26 +0.3%
RPG
33
Risk Paradigm Group
Texas
$57.1K +$57.1K +4,953 New
TRCT
34
Tower Research Capital (TRC)
New York
$42K +$42K +3,600 New
S
35
SignatureFD
Georgia
$28K +$28K +2,397 New
PAM
36
Panagora Asset Management
Massachusetts
$23K +$10.3K +885 +82%
WT
37
Whittier Trust
California
$20K – – –
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$16K +$16K +1,400 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$12K – – –
Creative Planning
40
Creative Planning
Kansas
$11K +$4.27K +380 +63%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
WEC
43
Winslow Evans & Crocker
Massachusetts
$578 – – –
AIG
44
American International Group
New York
$58 – – –
VKH
45
Virtu KCG Holdings
New York
– -$532K -45,890 Closed
SG Americas Securities
46
SG Americas Securities
New York
– -$371K -31,989 Closed
TIM
47
Tortoise Investment Management
New York
– -$46K -4,000 Closed
NPC
48
National Planning Corporation
California
– -$37.1K -3,208 Closed
SNT
49
Security National Trust
West Virginia
– -$17K -1,500 Closed
1
2