WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

55 hedge funds and large institutions have $104M invested in Western Asset Inflation-Linked Income Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
16
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$5.5M
2
Wells Fargo
Wells Fargo
California
+$3.23M
3
RPA
Rock Point Advisors
Vermont
+$1.73M
4
Bank of America
Bank of America
North Carolina
+$1.57M
5
Morgan Stanley
Morgan Stanley
New York
+$1.26M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$8.62M
2
FIMG
Financial & Investment Management Group
Michigan
-$1.85M
3
1CP
1607 Capital Partners
Virginia
-$1.64M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$854K
5
LCM
Laurion Capital Management
New York
-$553K
Name Holding Trade Value Shares
Change 		Shares
Change %
PR
26
Payden & Rygel
California
$334K – – –
US Bancorp
27
US Bancorp
Minnesota
$327K +$17.2K +1,500 +6%
PVWM
28
Point View Wealth Management
New Jersey
$321K – – –
Bank of New York Mellon
29
Bank of New York Mellon
New York
$276K – – –
RJA
30
Raymond James & Associates
Florida
$255K -$26.2K -2,279 -9%
MFS
31
MSI Financial Services
Massachusetts
$250K +$244K +21,242 +3,855%
RGC
32
Roberts, Glore & Co
Illinois
$236K – – –
DADC
33
D.A. Davidson & Co
Montana
$223K -$17.2K -1,500 -7%
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$210K +$195K +16,974 +1,289%
WS
35
Wedbush Securities
California
$186K +$69.8K +6,078 +60%
AA
36
Advisory Alpha
Michigan
$182K +$182K +15,935 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$176K +$401 +35 +0.2%
LCS
38
Levin Capital Strategies
New York
$167K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$140K +$140K +12,191 New
Ameriprise
40
Ameriprise
Minnesota
$133K -$4.53K -395 -3%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$130K +$130K +11,313 New
WT
42
Whittier Trust
California
$20K – – –
NFG
43
Next Financial Group
Texas
$19K +$3.81K +325 +25%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$15K – – –
Creative Planning
45
Creative Planning
Kansas
$11K -$23.6K -2,100 -68%
RPG
46
Risk Paradigm Group
Texas
$10.6K – – –
IA
47
IFP Advisors
Florida
$9K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$9K +$9K +857 New
HCM
49
Highlander Capital Management
New Jersey
$6K – – –
AAP
50
Arax Advisory Partners
Colorado
$6K +$6K +488 New
1
2
3