WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

50 hedge funds and large institutions have $110M invested in Western Asset Inflation-Linked Income Fund in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
15
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.73M
2
Bank of America
Bank of America
North Carolina
+$1.36M
3
WAM
Wolverine Asset Management
Illinois
+$582K
4
Invesco
Invesco
Georgia
+$407K
5
CA
Cornerstone Advisors
North Carolina
+$359K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$939K
2
GC
Guggenheim Capital
Illinois
-$529K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$382K
4
PR
Payden & Rygel
California
-$335K
5
AA
Advisory Alpha
Michigan
-$212K
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
26
Doliver Advisors
Texas
$340K +$225K +19,883 +195%
PVWM
27
Point View Wealth Management
New Jersey
$316K – – –
US Bancorp
28
US Bancorp
Minnesota
$305K – – –
RGC
29
Roberts, Glore & Co
Illinois
$303K – – –
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$292K – – –
Bank of New York Mellon
31
Bank of New York Mellon
New York
$271K +$11 +1 +0%
DADC
32
D.A. Davidson & Co
Montana
$227K +$4.52K +400 +2%
SG Americas Securities
33
SG Americas Securities
New York
$226K +$226K +19,960 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$183K -$20.4K -1,805 -10%
CRC
35
Curi RMB Capital
Illinois
$168K +$168K +14,900 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$163K -$382K -33,720 -70%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$138K +$34 +3 +0%
TAM
38
Trillium Asset Management
Massachusetts
$113K +$113K +10,000 New
WT
39
Whittier Trust
California
$20K – – –
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$15K – – –
Creative Planning
41
Creative Planning
Kansas
$11K – – –
RPG
42
Risk Paradigm Group
Texas
$10.4K – – –
NFG
43
Next Financial Group
Texas
$10K – – –
IA
44
IFP Advisors
Florida
$9K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$9K – – –
HCM
46
Highlander Capital Management
New Jersey
$6K – – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$2K +$2K +161 New
WEC
48
Winslow Evans & Crocker
Massachusetts
$565 – – –
GC
49
Guggenheim Capital
Illinois
– -$529K -45,913 Closed
PR
50
Payden & Rygel
California
– -$335K -29,100 Closed
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2
3