We are live on ! Find out more
WIA

Western Asset Inflation-Linked Income Fund
WIA

49 hedge funds and large institutions have $173M invested in Western Asset Inflation-Linked Income Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

19% more capital invested

Capital invested by funds: $146M → $173M (+$27M)

2.75% more ownership

Funds ownership: 47.51% → 50.26% (+2.8%)

0% more funds holding

Funds holding: 49 → 49 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
4
Increased
18
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$11.1M
2
SCM
Saba Capital Management
New York
+$6.58M
3
RCM
Rivernorth Capital Management
Florida
+$5.13M
4
RVPG
Relative Value Partners Group
+$1.62M
5
Morgan Stanley
Morgan Stanley
New York
+$887K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$12.8M
2
Bank of America
Bank of America
North Carolina
-$1.68M
3
AA
Ancora Advisors
Ohio
-$767K
4
CRC
Curi RMB Capital
Illinois
-$577K
5
MC
Matisse Capital
Oregon
-$400K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
26
Windsor Creek Advisors
Vermont
$320K +$306K +27,206 New
US Bancorp
27
US Bancorp
Minnesota
$298K – – –
TFCP
28
Twin Focus Capital Partners
Massachusetts
$297K +$7.89K +701 +3%
KAM
29
Knightsbridge Asset Management
California
$259K – – –
OC
30
Oppenheimer & Co
New York
$243K – – –
PVWM
31
Point View Wealth Management
New Jersey
$242K -$3.72K -330 -2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$239K +$473 +42 +0.2%
DADC
33
D.A. Davidson & Co
Montana
$220K -$16.9K -1,500 -7%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$194K – – –
SMC
35
Smith, Moore & Co
Missouri
$181K +$42.5K +3,775 +33%
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$180K +$38K +3,372 +28%
RWM
37
RBA Wealth Management
California
$158K -$37.4K -3,320 -20%
PAG
38
Private Advisor Group
New Jersey
$138K -$314K -27,880 -70%
MA
39
Mutual Advisors
Nebraska
$130K – – –
CA
40
Cetera Advisors
Colorado
$122K -$5.27K -468 -4%
APA
41
American Portfolios Advisors
New York
$78.9K +$236 +21 +0.3%
FHA
42
First Horizon Advisors
Tennessee
$48K – – –
PB
43
Pinnacle Bancorp
Nebraska
$48K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$16K – – –
HCM
45
Highlander Capital Management
New Jersey
$6K – – –
WT
46
Whittier Trust
California
$6K – – –
FHA
47
Flagship Harbor Advisors
Massachusetts
$4K – – –
WEC
48
Winslow Evans & Crocker
Massachusetts
$1K – – –
Citigroup
49
Citigroup
New York
$1K +$1.17K +104 New
AA
50
Ancora Advisors
Ohio
– -$767K -73,000 Closed
1
2
3

WIA Hedge Fund Activity: Q2 2020 in Review

49 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q2 2020, worth a combined $173M — up 19% from $146M a quarter earlier.

Fund positioning in WIA was balanced in Q2 2020: 4 funds opened new positions, 4 closed out, 18 added to existing stakes and 13 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $11.1M. The largest seller was Sit Investment Associates, cutting an estimated $12.8M.

  • 49 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $173M of Western Asset Inflation-Linked Income Fund stock for Q2 2020, up 19% quarter-over-quarter.
  • 4 funds opened new Western Asset Inflation-Linked Income Fund positions in Q2 2020 and 4 closed out, a net change of 0 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q2 2020 was Karpus Investment Management, an estimated $11.1M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q2 2020 was Sit Investment Associates, an estimated $12.8M sold.

Based on aggregated 13F filings for Q2 2020.