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WIA

Western Asset Inflation-Linked Income Fund
WIA

49 hedge funds and large institutions have $121M invested in Western Asset Inflation-Linked Income Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

5% more capital invested

Capital invested by funds: $116M → $121M (+$5.44M)

0.87% more ownership

Funds ownership: 34.35% → 35.22% (+0.87%)

2% less funds holding

Funds holding: 50 → 49 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$5.23M
2
Bank of America
Bank of America
North Carolina
+$1.97M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.92M
4
RCM
Rivernorth Capital Management
Florida
+$1.06M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$826K

Top Sellers

Rank Fund Capital Flow
1
FIMG
Financial & Investment Management Group
Michigan
-$4.55M
2
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
-$4.31M
3
Morgan Stanley
Morgan Stanley
New York
-$570K
4
WAM
Wolverine Asset Management
Illinois
-$434K
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$321K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
26
Knightsbridge Asset Management
California
$343K – – –
PVWM
27
Point View Wealth Management
New Jersey
$330K – – –
DA
28
Doliver Advisors
Texas
$329K -$44K -3,803 -12%
US Bancorp
29
US Bancorp
Minnesota
$319K – – –
HK
30
Horizon Kinetics
New York
$297K -$46.3K -4,000 -14%
RGC
31
Roberts, Glore & Co
Illinois
$293K – – –
CA
32
Cornerstone Advisors
North Carolina
$239K -$132K -11,439 -36%
DADC
33
D.A. Davidson & Co
Montana
$237K – – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$203K +$6.04K +522 +3%
Stifel Financial
35
Stifel Financial
Missouri
$185K +$180K +15,592 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$170K – – –
FIMG
37
Financial & Investment Management Group
Michigan
$141K -$4.55M -393,649 -97%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$139K -$4.95K -428 -4%
CAN
39
Cetera Advisor Networks
California
$130K +$128K +11,033 New
SMC
40
Smith, Moore & Co
Missouri
$125K +$123K +10,609 New
WT
41
Whittier Trust
California
$20K -$613 -53 -3%
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$16K – – –
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$15K – – –
TRCT
44
Tower Research Capital (TRC)
New York
$7K +$7.17K +620 New
HCM
45
Highlander Capital Management
New Jersey
$6K – – –
MOS
46
MGO One Seven
Ohio
$2K +$1.93K +167 New
WEC
47
Winslow Evans & Crocker
Massachusetts
$590 – – –
NCMW
48
Northern Capital Management (Wisconsin)
Wisconsin
– -$4.31M -372,797 Closed
WAM
49
Wolverine Asset Management
Illinois
– -$434K -37,639 Closed
Geode Capital Management
50
Geode Capital Management
Massachusetts
– -$321K -27,836 Closed
1
2
3

WIA Hedge Fund Activity: Q4 2017 in Review

49 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2017, worth a combined $121M — up 4.7% from $116M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of WIA and 9 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 15 added.

The largest buyer was Wells Fargo, adding an estimated $5.23M. The largest seller was Financial & Investment Management Group, cutting an estimated $4.55M.

  • 49 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2017, down from 50 in Q3 2017.
  • Funds reported $121M of Western Asset Inflation-Linked Income Fund stock for Q4 2017, up 4.7% quarter-over-quarter.
  • 9 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2017 and 10 closed out, a net change of -1 holder.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2017 was Wells Fargo, an estimated $5.23M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q4 2017 was Financial & Investment Management Group, an estimated $4.55M sold.

Based on aggregated 13F filings for Q4 2017.