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WIA

Western Asset Inflation-Linked Income Fund
WIA

51 hedge funds and large institutions have $128M invested in Western Asset Inflation-Linked Income Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

6% more funds holding

Funds holding: 48 → 51 (+3)

2.07% more ownership

Funds ownership: 36.79% → 38.86% (+2.1%)

4% more capital invested

Capital invested by funds: $123M → $128M (+$4.97M)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.2M
2
Wells Fargo
Wells Fargo
California
+$1.11M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$991K
4
Invesco
Invesco
Georgia
+$470K
5
LCM
Landscape Capital Management
New Jersey
+$281K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$1.25M
2
1CP
1607 Capital Partners
Virginia
-$499K
3
6M
6 Meridian
Kansas
-$394K
4
AA
Ancora Advisors
Ohio
-$364K
5
DA
Doliver Advisors
Texas
-$328K
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
26
Arnhold LLC
New York
$459K – – –
KAM
27
Knightsbridge Asset Management
California
$322K -$4.55K -400 -1%
PVWM
28
Point View Wealth Management
New Jersey
$302K +$31.6K +2,779 +12%
US Bancorp
29
US Bancorp
Minnesota
$285K – – –
DADC
30
D.A. Davidson & Co
Montana
$238K +$11.4K +1,000 +5%
HK
31
Horizon Kinetics
New York
$206K -$67.2K -5,898 -24%
DA
32
Doliver Advisors
Texas
$186K -$328K -28,768 -63%
CAN
33
Cetera Advisor Networks
California
$184K +$184K +16,179 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$154K -$16.3K -1,434 -9%
SMC
35
Smith, Moore & Co
Missouri
$119K – – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$111K -$12.9K -1,131 -10%
Walleye Trading
37
Walleye Trading
New York
$107K -$12.5K -1,100 -10%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$90K +$15.9K +1,400 +22%
FHA
39
First Horizon Advisors
Tennessee
$46K – – –
APA
40
American Portfolios Advisors
New York
$45.5K +$3.65K +321 +9%
WC
41
Whitney & Co
New York
$38K – – –
Citigroup
42
Citigroup
New York
$34K +$34.1K +2,995 New
WT
43
Whittier Trust
California
$20K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$15K – – –
AG
45
Advisor Group
Arizona
$12K +$12.2K +1,067 New
FHA
46
Flagship Harbor Advisors
Massachusetts
$11K – – –
NFG
47
Next Financial Group
Texas
$10K +$9.91K +870 New
HCM
48
Highlander Capital Management
New Jersey
$6K – – –
QCIG
49
Quad-Cities Investment Group
Iowa
$4K – – –
WEC
50
Winslow Evans & Crocker
Massachusetts
$2K – – –
1
2
3

WIA Hedge Fund Activity: Q3 2018 in Review

51 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q3 2018, worth a combined $128M — up 4.1% from $123M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WIA positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.2M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.25M.

  • 51 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q3 2018, up from 48 in Q2 2018.
  • Funds reported $128M of Western Asset Inflation-Linked Income Fund stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 6 funds opened new Western Asset Inflation-Linked Income Fund positions in Q3 2018 and 2 closed out, a net change of +4 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q3 2018 was Sit Investment Associates, an estimated $3.2M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q3 2018 was Rivernorth Capital Management, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2018.