WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

50 hedge funds and large institutions have $116M invested in Western Asset Inflation-Linked Income Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
–
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
17
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.44M
2
RCM
Rivernorth Capital Management
Florida
+$2.18M
3
KIM
Karpus Investment Management
New York
+$1.16M
4
Wells Fargo
Wells Fargo
California
+$692K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$321K

Top Sellers

1
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
-$1.45M
2
FIMG
Financial & Investment Management Group
Michigan
-$1.31M
3
1CP
1607 Capital Partners
Virginia
-$1.03M
4
HH
Hilltop Holdings
Texas
-$292K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$161K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAM
26
Knightsbridge Asset Management
California
$336K -$20.2K -1,750 -6%
PVWM
27
Point View Wealth Management
New Jersey
$324K – – –
Geode Capital Management
28
Geode Capital Management
Massachusetts
$321K +$321K +27,836 New
US Bancorp
29
US Bancorp
Minnesota
$312K – – –
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$298K – – –
RGC
31
Roberts, Glore & Co
Illinois
$287K -$22.7K -1,963 -7%
CRC
32
Curi RMB Capital
Illinois
$285K +$113K +9,800 +66%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$277K – – –
HH
34
Hilltop Holdings
Texas
$250K -$292K -25,250 -54%
DADC
35
D.A. Davidson & Co
Montana
$232K – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$193K +$6.42K +556 +3%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$167K – – –
SG Americas Securities
38
SG Americas Securities
New York
$160K -$70.5K -6,105 -31%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$141K +$46 +4 +0%
WT
40
Whittier Trust
California
$21K – – –
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$16K +$16K +1,400 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$15K – – –
RFWA
43
RPg Family Wealth Advisory
Massachusetts
$10.6K +$10.6K +922 New
NFG
44
Next Financial Group
Texas
$10K – – –
IA
45
IFP Advisors
Florida
$10K – – –
HCM
46
Highlander Capital Management
New Jersey
$6K – – –
PCM
47
Penserra Capital Management
California
$4K +$4K +384 New
WEC
48
Winslow Evans & Crocker
Massachusetts
$578 – – –
TAM
49
Trillium Asset Management
Massachusetts
– -$113K -10,000 Closed
Creative Planning
50
Creative Planning
Kansas
– -$11K -980 Closed
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