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WIA

Western Asset Inflation-Linked Income Fund
WIA

50 hedge funds and large institutions have $120M invested in Western Asset Inflation-Linked Income Fund in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% more funds holding

Funds holding: 49 → 50 (+1)

0.52% more ownership

Funds ownership: 35.22% → 35.74% (+0.52%)

1% less capital invested

Capital invested by funds: $121M → $120M (-$926K)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
15
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$983K
2
COLIM
City of London Investment Management
United Kingdom
+$922K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$491K
4
PAG
Private Advisor Group
New Jersey
+$434K
5
RCM
Rivernorth Capital Management
Florida
+$427K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$894K
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$752K
3
HH
Hilltop Holdings
Texas
-$553K
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$480K
5
CA
Cornerstone Advisors
North Carolina
-$239K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$366K +$371K +31,745 New
KAM
27
Knightsbridge Asset Management
California
$336K – – –
6M
28
6 Meridian
Kansas
$304K -$147K -12,525 -32%
US Bancorp
29
US Bancorp
Minnesota
$292K -$19.5K -1,667 -6%
HK
30
Horizon Kinetics
New York
$289K -$527 -45 -0.2%
PVWM
31
Point View Wealth Management
New Jersey
$277K -$46.3K -3,958 -14%
DADC
32
D.A. Davidson & Co
Montana
$232K – – –
Stifel Financial
33
Stifel Financial
Missouri
$192K +$11.7K +1,000 +6%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$167K -$31.3K -2,679 -16%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$149K +$13.4K +1,148 +10%
Citadel Advisors
36
Citadel Advisors
Florida
$144K +$147K +12,529 New
MC
37
Matisse Capital
Oregon
$143K -$234K -20,000 -62%
Millennium Management
38
Millennium Management
New York
$139K +$141K +12,019 New
SMC
39
Smith, Moore & Co
Missouri
$122K – – –
Walleye Trading
40
Walleye Trading
New York
$119K +$121K +10,300 New
RFC
41
Regions Financial Corp
Alabama
$115K +$117K +10,000 New
WAM
42
Weiss Asset Management
Massachusetts
$115K +$117K +10,000 New
APA
43
American Portfolios Advisors
New York
$88.3K +$89.6K +7,661 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$75K -$92.4K -7,900 -55%
WC
45
Whitney & Co
New York
$40K +$41K +3,500 New
WT
46
Whittier Trust
California
$20K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$15K – – –
HCM
48
Highlander Capital Management
New Jersey
$6K – – –
WEC
49
Winslow Evans & Crocker
Massachusetts
$578 – – –
HH
50
Hilltop Holdings
Texas
– -$553K -46,900 Closed
1
2
3

WIA Hedge Fund Activity: Q1 2018 in Review

50 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q1 2018, worth a combined $120M — down 0.76% from $121M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WIA positions and 9 closed out — a net gain of 1 holder — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $983K. The largest seller was Sit Investment Associates, cutting an estimated $894K.

  • 50 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q1 2018, up from 49 in Q4 2017.
  • Funds reported $120M of Western Asset Inflation-Linked Income Fund stock for Q1 2018, down 0.76% quarter-over-quarter.
  • 10 funds opened new Western Asset Inflation-Linked Income Fund positions in Q1 2018 and 9 closed out, a net change of +1 holder.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q1 2018 was Bank of America, an estimated $983K added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q1 2018 was Sit Investment Associates, an estimated $894K sold.

Based on aggregated 13F filings for Q1 2018.