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WIA

Western Asset Inflation-Linked Income Fund
WIA

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

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

2% more funds holding

Funds holding: 54 → 55 (+1)

0% more capital invested

Capital invested by funds: $104M → $104M (+$214K)

0.01% more ownership

Funds ownership: 31.2% → 31.21% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
1.37%
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

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$5.41M
2
Wells Fargo
Wells Fargo
California
+$3.18M
3
RPA
Rock Point Advisors
Vermont
+$1.7M
4
Bank of America
Bank of America
North Carolina
+$1.54M
5
Morgan Stanley
Morgan Stanley
New York
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$8.48M
2
FIMG
Financial & Investment Management Group
Michigan
-$1.82M
3
1CP
1607 Capital Partners
Virginia
-$1.62M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$841K
5
LCM
Laurion Capital Management
New York
-$553K
Name Holding Trade Value Shares
Change 		Change in
Stake
PR
26
Payden & Rygel
California
$334K – – –
US Bancorp
27
US Bancorp
Minnesota
$327K +$16.9K +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 -$25.8K -2,279 -9%
MFS
31
MSI Financial Services
Massachusetts
$250K +$240K +21,242 +3,855%
RGC
32
Roberts, Glore & Co
Illinois
$236K – – –
DADC
33
D.A. Davidson & Co
Montana
$223K -$16.9K -1,500 -7%
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$210K +$192K +16,974 +1,289%
WS
35
Wedbush Securities
California
$186K +$68.7K +6,078 +60%
AA
36
Advisory Alpha
Michigan
$182K +$180K +15,935 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$176K +$396 +35 +0.2%
LCS
38
Levin Capital Strategies
New York
$167K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$140K +$138K +12,191 New
Ameriprise
40
Ameriprise
Minnesota
$133K -$4.46K -395 -3%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$130K +$128K +11,313 New
WT
42
Whittier Trust
California
$20K – – –
NFG
43
Next Financial Group
Texas
$19K +$3.67K +325 +25%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$15K – – –
Creative Planning
45
Creative Planning
Kansas
$11K -$23.7K -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 +$9.68K +857 New
HCM
49
Highlander Capital Management
New Jersey
$6K – – –
AAP
50
Arax Advisory Partners
Colorado
$6K +$5.51K +488 New
1
2
3

WIA Hedge Fund Activity: Q4 2016 in Review

55 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2016, worth a combined $104M — up 0.21% from $104M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WIA positions and 7 closed out — a net gain of 2 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $5.41M. The largest seller was Sit Investment Associates, cutting an estimated $8.48M.

  • 55 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2016, up from 54 in Q3 2016.
  • Funds reported $104M of Western Asset Inflation-Linked Income Fund stock for Q4 2016, up 0.21% quarter-over-quarter.
  • 9 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2016 and 7 closed out, a net change of +2 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2016 was Rivernorth Capital Management, an estimated $5.41M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q4 2016 was Sit Investment Associates, an estimated $8.48M sold.

Based on aggregated 13F filings for Q4 2016.