WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

40 hedge funds and large institutions have $94.8M invested in Western Asset Inflation-Linked Income Fund in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
7
Increased
12
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
+$4.71M
2
Wells Fargo
Wells Fargo
California
+$4.1M
3
1CP
1607 Capital Partners
Virginia
+$2.53M
4
FIMG
Financial & Investment Management Group
Michigan
+$765K
5
WAM
Wolverine Asset Management
Illinois
+$338K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$3.25M
2
PAM
Panagora Asset Management
Massachusetts
-$390K
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$356K
4
UBS Group
UBS Group
Switzerland
-$257K
5
Morgan Stanley
Morgan Stanley
New York
-$232K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$268K +$268K +25,400 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$243K -$20.8K -1,973 -8%
SHA
28
Smith Hayes Advisers
Nebraska
$211K +$88.6K +8,400 +72%
RJA
29
Raymond James & Associates
Florida
$204K -$220K -20,837 -52%
TC
30
TFS Capital
Pennsylvania
$199K +$199K +18,900 New
LPL Financial
31
LPL Financial
California
$127K -$13.8K -1,309 -10%
TJHA
32
Thomas J. Herzfeld Advisors
Florida
$56K -$33.8K -3,224 -38%
BA
33
BlackRock Advisors
Delaware
$33K +$33K +3,167 New
RPG
34
Risk Paradigm Group
Texas
$21.5K – – –
WT
35
Whittier Trust
California
$18K – – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$15K – – –
Creative Planning
37
Creative Planning
Kansas
$10K +$10K +980 New
HCM
38
Highlander Capital Management
New Jersey
$5K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
WEC
41
Winslow Evans & Crocker
Massachusetts
$528 – – –
PAM
42
Panagora Asset Management
Massachusetts
– -$390K -34,610 Closed
VKH
43
Virtu KCG Holdings
New York
– -$148K -13,090 Closed
PIA
44
Peachtree Investment Advisors
Georgia
– -$144K -12,750 Closed
S
45
SignatureFD
Georgia
– -$23K -2,002 Closed
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