WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

53 hedge funds and large institutions have $177M invested in Western Asset Inflation-Linked Income Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
12
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$9M
2
Morgan Stanley
Morgan Stanley
New York
+$2.15M
3
KIM
Karpus Investment Management
New York
+$1.16M
4
Bank of America
Bank of America
North Carolina
+$531K
5
BFM
Boothbay Fund Management
New York
+$472K

Top Sellers

1
SCM
Saba Capital Management
New York
-$5.06M
2
RCM
Rivernorth Capital Management
Florida
-$3.9M
3
Wells Fargo
Wells Fargo
California
-$3.25M
4
WAM
Wakefield Asset Management
Colorado
-$1.08M
5
Invesco
Invesco
Georgia
-$984K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
26
Strategic Capital Advisers
Colorado
$357K +$357K +29,300 New
WCA
27
Windsor Creek Advisors
Vermont
$331K – – –
TJHA
28
Thomas J. Herzfeld Advisors
Florida
$313K +$383 +31 +0.1%
US Bancorp
29
US Bancorp
Minnesota
$309K – – –
KAM
30
Knightsbridge Asset Management
California
$268K – – –
OC
31
Oppenheimer & Co
New York
$251K – – –
PVWM
32
Point View Wealth Management
New Jersey
$250K – – –
DADC
33
D.A. Davidson & Co
Montana
$227K – – –
MML Investors Services
34
MML Investors Services
Massachusetts
$215K -$152K -12,445 -41%
PPA
35
Parametric Portfolio Associates
Washington
$201K +$201K +16,530 New
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$192K -$7.72K -635 -4%
SMC
37
Smith, Moore & Co
Missouri
$187K – – –
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$186K – – –
PAG
39
Private Advisor Group
New Jersey
$143K – – –
CRC
40
Curi RMB Capital
Illinois
$143K +$143K +11,700 New
CYG
41
Clean Yield Group
Vermont
$91K +$91K +7,500 New
APA
42
American Portfolios Advisors
New York
$81.5K – – –
FHA
43
First Horizon Advisors
Tennessee
$50K – – –
PB
44
Pinnacle Bancorp
Nebraska
$50K – – –
WAM
45
Wolverine Asset Management
Illinois
$39K +$39K +3,275 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$16K – – –
Barclays
47
Barclays
United Kingdom
$14K +$14K +1,003 New
FGA
48
Fortis Group Advisors
New Jersey
$10K +$10K +866 New
HCM
49
Highlander Capital Management
New Jersey
$6K – – –
WT
50
Whittier Trust
California
$6K – – –
1
2
3