WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

44 hedge funds and large institutions have $105M invested in Western Asset Inflation-Linked Income Fund in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
12
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$4.68M
2
Bank of America
Bank of America
North Carolina
+$3.71M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$659K
4
Morgan Stanley
Morgan Stanley
New York
+$493K
5
UBS Group
UBS Group
Switzerland
+$365K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$7.61M
2
1CP
1607 Capital Partners
Virginia
-$1.44M
3
FIMG
Financial & Investment Management Group
Michigan
-$1.42M
4
MIG
Mariner Investment Group
New York
-$1.29M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$242K -$5.06K -441 -2%
CA
27
Cornerstone Advisors
North Carolina
$210K +$210K +18,326 New
LG
28
LaFleur & Godfrey
Michigan
$201K +$201K +17,500 New
TC
29
TFS Capital
Pennsylvania
$193K +$193K +16,801 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$175K -$9.78K -854 -5%
RGC
31
Roberts, Glore & Co
Illinois
$140K – – –
Ameriprise
32
Ameriprise
Minnesota
$127K +$127K +11,084 New
WRM
33
Westport Resources Management
Connecticut
$123K +$88K +7,638 +251%
Creative Planning
34
Creative Planning
Kansas
$102K +$90.7K +7,874 +803%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$77K +$50.1K +4,372 +186%
WT
36
Whittier Trust
California
$20K – – –
TJHA
37
Thomas J. Herzfeld Advisors
Florida
$15K -$45.6K -4,000 -75%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$15K -$1.15K -100 -7%
RFWA
39
RPg Family Wealth Advisory
Massachusetts
$10.6K +$10.6K +922 New
IWM
40
Integrated Wealth Management
California
$10K +$10K +913 New
IA
41
IFP Advisors
Florida
$9K +$9K +825 New
HCM
42
Highlander Capital Management
New Jersey
$6K – – –
MFS
43
MSI Financial Services
Massachusetts
$6K +$6K +504 New
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$2K – – –
WEC
45
Winslow Evans & Crocker
Massachusetts
$574 – – –
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
– -$1.16M -101,705 Closed
RPG
47
Risk Paradigm Group
Texas
– -$10.5K -922 Closed
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