We are live on ! Find out more
WIA

Western Asset Inflation-Linked Income Fund
WIA

47 hedge funds and large institutions have $95.9M invested in Western Asset Inflation-Linked Income Fund in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

18% more funds holding

Funds holding: 40 → 47 (+7)

1% more capital invested

Capital invested by funds: $94.8M → $95.9M (+$1.09M)

0.31% more ownership

Funds ownership: 30.71% → 31.02% (+0.31%)

Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
16
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.41M
2
FIMG
Financial & Investment Management Group
Michigan
+$1.32M
3
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
+$843K
4
LCM
Laurion Capital Management
New York
+$817K
5
LCM
Landscape Capital Management
New Jersey
+$423K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$3.29M
2
IA
Icon Advisers
Colorado
-$897K
3
DA
Doliver Advisors
Texas
-$293K
4
TC
TFS Capital
Pennsylvania
-$199K
5
CCM
Context Capital Management
California
-$164K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$254K -$14.9K -1,399 -6%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$236K -$7.87K -739 -3%
PVWM
28
Point View Wealth Management
New Jersey
$234K +$235K +22,097 New
SG Americas Securities
29
SG Americas Securities
New York
$224K +$225K +21,182 New
SHA
30
Smith Hayes Advisers
Nebraska
$222K +$10.6K +1,000 +5%
RJA
31
Raymond James & Associates
Florida
$208K +$2.94K +276 +1%
ICM
32
Ionic Capital Management
New York
$169K +$170K +16,001 New
Squarepoint
33
Squarepoint
New York
$167K +$168K +15,800 New
CCM
34
Context Capital Management
California
$153K -$164K -15,415 -52%
VKH
35
Virtu KCG Holdings
New York
$146K +$147K +13,768 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$108K +$109K +10,215 New
TJHA
37
Thomas J. Herzfeld Advisors
Florida
$56K – – –
BA
38
BlackRock Advisors
Delaware
$30K -$3.25K -305 -10%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$25K +$20.7K +1,940 +474%
Creative Planning
40
Creative Planning
Kansas
$24K +$13.7K +1,286 +131%
WRM
41
Westport Resources Management
Connecticut
$24K +$24.5K +2,299 New
RPG
42
Risk Paradigm Group
Texas
$21.6K – – –
WT
43
Whittier Trust
California
$18K +$53 +5 +0.3%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$15K – – –
IA
45
IFP Advisors
Florida
$9K +$8.78K +825 New
HCM
46
Highlander Capital Management
New Jersey
$5K – – –
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
WEC
48
Winslow Evans & Crocker
Massachusetts
$530 – – –
TC
49
TFS Capital
Pennsylvania
– -$199K -18,900 Closed
LPL Financial
50
LPL Financial
California
– -$127K -12,063 Closed
1
2

WIA Hedge Fund Activity: Q4 2015 in Review

47 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2015, worth a combined $95.9M — up 1.1% from $94.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WIA positions and 2 closed out — a net gain of 7 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.41M. The largest seller was Karpus Investment Management, cutting an estimated $3.29M.

  • 47 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2015, up from 40 in Q3 2015.
  • Funds reported $95.9M of Western Asset Inflation-Linked Income Fund stock for Q4 2015, up 1.1% quarter-over-quarter.
  • 9 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2015 and 2 closed out, a net change of +7 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2015 was Morgan Stanley, an estimated $1.41M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q4 2015 was Karpus Investment Management, an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2015.