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WIA

Western Asset Inflation-Linked Income Fund
WIA

58 hedge funds and large institutions have $149M invested in Western Asset Inflation-Linked Income Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

0.54% more ownership

Funds ownership: 44.22% → 44.76% (+0.54%)

0% less capital invested

Capital invested by funds: $149M → $149M (-$170K)

3% less funds holding

Funds holding: 60 → 58 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
18
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$34M
2
SIA
Sit Investment Associates
Minnesota
+$1.99M
3
RCM
Rivernorth Capital Management
Florida
+$1.23M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$327K
5
FIA
FNY Investment Advisers
New York
+$239K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$31.6M
2
Bank of America
Bank of America
North Carolina
-$2.82M
3
CRC
Curi RMB Capital
Illinois
-$982K
4
CA
Cetera Advisors
Colorado
-$372K
5
MML Investors Services
MML Investors Services
Massachusetts
-$301K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$423K -$102K -8,791 -19%
PVWM
27
Point View Wealth Management
New Jersey
$294K -$10.1K -871 -3%
US Bancorp
28
US Bancorp
Minnesota
$294K – – –
TJHA
29
Thomas J. Herzfeld Advisors
Florida
$292K +$441 +38 +0.2%
KAM
30
Knightsbridge Asset Management
California
$270K – – –
Walleye Trading
31
Walleye Trading
New York
$263K – – –
Walleye Capital
32
Walleye Capital
New York
$253K +$30.2K +2,600 +14%
OC
33
Oppenheimer & Co
New York
$239K – – –
FIA
34
FNY Investment Advisers
New York
$239K +$239K +20,627 New
RIA
35
Realta Investment Advisors
Delaware
$233K +$15.8K +1,360 +7%
UBS Group
36
UBS Group
Switzerland
$230K -$71.7K -6,187 -24%
DADC
37
D.A. Davidson & Co
Montana
$229K – – –
RWM
38
RBA Wealth Management
California
$218K -$2.78K -240 -1%
CAN
39
Cetera Advisor Networks
California
$208K +$649 +56 +0.3%
CRC
40
Curi RMB Capital
Illinois
$198K -$982K -84,668 -83%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$189K – – –
OPA
42
Old Port Advisors
Maine
$133K -$1.16K -100 -0.9%
DWM
43
Dakota Wealth Management
Florida
$128K +$128K +11,050 New
CA
44
Cetera Advisors
Colorado
$119K -$372K -32,070 -76%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$118K +$118K +10,182 New
APA
46
American Portfolios Advisors
New York
$62.3K +$16.9K +1,454 +37%
FHA
47
First Horizon Advisors
Tennessee
$48K – – –
PB
48
Pinnacle Bancorp
Nebraska
$48K – – –
WT
49
Whittier Trust
California
$20K – – –
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$16K – – –
1
2
3

WIA Hedge Fund Activity: Q3 2019 in Review

58 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q3 2019, worth a combined $149M — down 0.11% from $149M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of WIA and 4 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 18 added.

The largest buyer was Karpus Investment Management, adding an estimated $34M. The largest seller was Wells Fargo, cutting an estimated $31.6M.

  • 58 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q3 2019, down from 60 in Q2 2019.
  • Funds reported $149M of Western Asset Inflation-Linked Income Fund stock for Q3 2019, down 0.11% quarter-over-quarter.
  • 4 funds opened new Western Asset Inflation-Linked Income Fund positions in Q3 2019 and 6 closed out, a net change of -2 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q3 2019 was Karpus Investment Management, an estimated $34M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q3 2019 was Wells Fargo, an estimated $31.6M sold.

Based on aggregated 13F filings for Q3 2019.