WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

54 hedge funds and large institutions have $104M invested in Western Asset Inflation-Linked Income Fund in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+10
Holders Change %
+22.73%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
15
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$2.94M
2
Bank of America
Bank of America
North Carolina
+$1.47M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.24M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.24M
5
UBS Group
UBS Group
Switzerland
+$673K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$2.97M
2
Wells Fargo
Wells Fargo
California
-$2.24M
3
FIMG
Financial & Investment Management Group
Michigan
-$1.48M
4
1CP
1607 Capital Partners
Virginia
-$1.3M
5
MIG
Mariner Investment Group
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$309K – – –
RJA
27
Raymond James & Associates
Florida
$280K +$33.1K +2,899 +13%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$275K – – –
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$254K +$12.8K +1,115 +5%
DADC
30
D.A. Davidson & Co
Montana
$240K +$240K +21,000 New
RGC
31
Roberts, Glore & Co
Illinois
$235K +$96K +8,398 +69%
LG
32
LaFleur & Godfrey
Michigan
$200K – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$175K +$388 +34 +0.2%
Ameriprise
34
Ameriprise
Minnesota
$137K +$10.4K +906 +8%
WS
35
Wedbush Securities
California
$116K +$116K +10,127 New
OC
36
Oppenheimer & Co
New York
$115K +$115K +10,000 New
AA
37
Ancora Advisors
Ohio
$114K +$114K +10,000 New
Citigroup
38
Citigroup
New York
$104K +$104K +9,042 New
Creative Planning
39
Creative Planning
Kansas
$35K -$65.6K -5,774 -65%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$35K +$35K +3,100 New
WT
41
Whittier Trust
California
$20K – – –
WRM
42
Westport Resources Management
Connecticut
$19K -$104K -9,032 -85%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$15K – – –
TJHA
44
Thomas J. Herzfeld Advisors
Florida
$15K – – –
NFG
45
Next Financial Group
Texas
$15K +$15K +1,295 New
RPG
46
Risk Paradigm Group
Texas
$10.6K +$10.6K +922 New
IA
47
IFP Advisors
Florida
$9K – – –
HCM
48
Highlander Capital Management
New Jersey
$6K – – –
MFS
49
MSI Financial Services
Massachusetts
$6K +$512 +47 +9%
TRCT
50
Tower Research Capital (TRC)
New York
$6K +$6K +500 New
1
2
3