WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

49 hedge funds and large institutions have $146M invested in Western Asset Inflation-Linked Income Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
13
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$23.3M
2
RVPG
Relative Value Partners Group
+$6.97M
3
Stifel Financial
Stifel Financial
Missouri
+$1.58M
4
CRC
Curi RMB Capital
Illinois
+$577K
5
DWM
Dakota Wealth Management
Florida
+$484K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$16.4M
2
SIA
Sit Investment Associates
Minnesota
-$10.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.92M
4
Bank of America
Bank of America
North Carolina
-$569K
5
6M
6 Meridian
Kansas
-$560K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$266K – – –
TJHA
27
Thomas J. Herzfeld Advisors
Florida
$265K +$399 +38 +0.2%
TFCP
28
Twin Focus Capital Partners
Massachusetts
$257K +$257K +24,500 New
RIA
29
Realta Investment Advisors
Delaware
$241K +$9.23K +877 +4%
KAM
30
Knightsbridge Asset Management
California
$231K -$7.35K -700 -3%
PVWM
31
Point View Wealth Management
New Jersey
$219K -$778 -74 -0.4%
OC
32
Oppenheimer & Co
New York
$217K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$213K -$1.92M -182,419 -90%
DADC
34
D.A. Davidson & Co
Montana
$212K +$4.21K +400 +2%
RWM
35
RBA Wealth Management
California
$176K -$21.1K -2,011 -11%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$173K +$69.5K +6,605 +67%
HKAM
37
Horizon Kinetics Asset Management
New York
$169K +$169K +16,050 New
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$125K +$6.15K +586 +5%
SMC
39
Smith, Moore & Co
Missouri
$122K +$122K +11,607 New
MA
40
Mutual Advisors
Nebraska
$116K -$58.1K -5,524 -33%
CA
41
Cetera Advisors
Colorado
$114K -$11.4K -1,078 -9%
APA
42
American Portfolios Advisors
New York
$70.1K – – –
PB
43
Pinnacle Bancorp
Nebraska
$43K – – –
FHA
44
First Horizon Advisors
Tennessee
$43K – – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$13K – – –
WT
46
Whittier Trust
California
$5K -$12.9K -1,251 -72%
HCM
47
Highlander Capital Management
New Jersey
$5K – – –
FHA
48
Flagship Harbor Advisors
Massachusetts
$4K -$7.35K -650 -65%
WEC
49
Winslow Evans & Crocker
Massachusetts
$2K – – –
6M
50
6 Meridian
Kansas
– -$560K -46,106 Closed
1
2
3