WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

52 hedge funds and large institutions have $107M invested in Western Asset Inflation-Linked Income Fund in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
20
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$2.2M
2
Wells Fargo
Wells Fargo
California
+$2.03M
3
RCM
Rivernorth Capital Management
Florida
+$369K
4
LCM
Landscape Capital Management
New Jersey
+$333K
5
MML Investors Services
MML Investors Services
Massachusetts
+$298K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$916K
2
FIMG
Financial & Investment Management Group
Michigan
-$904K
3
1CP
1607 Capital Partners
Virginia
-$879K
4
MIG
Mariner Investment Group
New York
-$537K
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$389K
Name Holding Trade Value Shares
Change 		Shares
Change %
PVWM
26
Point View Wealth Management
New Jersey
$322K – – –
US Bancorp
27
US Bancorp
Minnesota
$311K -$17.3K -1,500 -5%
RGC
28
Roberts, Glore & Co
Illinois
$309K +$72K +6,250 +30%
MML Investors Services
29
MML Investors Services
Massachusetts
$298K +$298K +25,867 New
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$297K +$86.4K +7,508 +41%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$276K – – –
DADC
32
D.A. Davidson & Co
Montana
$226K +$2.29K +200 +1%
AA
33
Advisory Alpha
Michigan
$212K +$29K +2,521 +16%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$207K +$30.1K +2,613 +17%
LCS
35
Levin Capital Strategies
New York
$167K -$288 -25 -0.2%
WS
36
Wedbush Securities
California
$154K -$33.1K -2,867 -18%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$140K +$46 +4 +0%
DA
38
Doliver Advisors
Texas
$117K +$117K +10,173 New
PB
39
Pinnacle Bancorp
Nebraska
$54K +$54K +4,721 New
WT
40
Whittier Trust
California
$21K +$622 +53 +3%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$15K -$12 -1 -0.1%
Creative Planning
42
Creative Planning
Kansas
$11K – – –
RPG
43
Risk Paradigm Group
Texas
$10.6K – – –
NFG
44
Next Financial Group
Texas
$10K -$8.62K -750 -46%
IA
45
IFP Advisors
Florida
$9K – – –
SPIA
46
Steward Partners Investment Advisory
New York
$9K – – –
HCM
47
Highlander Capital Management
New Jersey
$6K – – –
AAP
48
Arax Advisory Partners
Colorado
$5K +$20 +2 +0.4%
WEC
49
Winslow Evans & Crocker
Massachusetts
$576 – – –
MIG
50
Mariner Investment Group
New York
– -$537K -46,798 Closed
1
2
3