We are live on ! Find out more
WIA

Western Asset Inflation-Linked Income Fund
WIA

58 hedge funds and large institutions have $153M invested in Western Asset Inflation-Linked Income Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

9% more funds holding

Funds holding: 53 → 58 (+5)

11.25% less ownership

Funds ownership: 49.85% → 38.6% (-11%)

13% less capital invested

Capital invested by funds: $177M → $153M (-$23.6M)

50% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 22

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
11
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.21M
2
Morgan Stanley
Morgan Stanley
New York
+$1.88M
3
Nomura Holdings
Nomura Holdings
Japan
+$1.6M
4
PHS
Pekin Hardy Strauss
Illinois
+$822K
5
LCS
Levin Capital Strategies
New York
+$741K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$35.9M
2
RVPG
Relative Value Partners Group
-$2.75M
3
SCM
Saba Capital Management
New York
-$2.06M
4
RCM
Rivernorth Capital Management
Florida
-$1.65M
5
Wells Fargo
Wells Fargo
California
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
26
Windsor Creek Advisors
Vermont
$473K +$95.6K +7,487 +28%
PPA
27
Parametric Portfolio Associates
Washington
$415K +$177K +13,906 +84%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$396K -$67.2K -5,268 -15%
TJHA
29
Thomas J. Herzfeld Advisors
Florida
$348K +$2.09K +164 +0.6%
Cerity Partners
30
Cerity Partners
New York
$289K +$270K +21,187 New
SCA
31
Strategic Capital Advisers
Colorado
$288K -$104K -8,186 -28%
OC
32
Oppenheimer & Co
New York
$281K – – –
PVWM
33
Point View Wealth Management
New Jersey
$280K – – –
CL
34
CSS LLC
Illinois
$276K +$258K +20,223 New
DADC
35
D.A. Davidson & Co
Montana
$261K +$6.38K +500 +3%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$215K – – –
KAM
37
Knightsbridge Asset Management
California
$177K -$107K -8,398 -38%
SMC
38
Smith, Moore & Co
Missouri
$175K -$33K -2,585 -17%
MML Investors Services
39
MML Investors Services
Massachusetts
$159K -$75.9K -5,948 -34%
PAG
40
Private Advisor Group
New Jersey
$159K -$1.07K -84 -0.7%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$141K -$63.6K -4,980 -33%
CYG
42
Clean Yield Group
Vermont
$102K – – –
APA
43
American Portfolios Advisors
New York
$89.7K -$1.52K -119 -2%
FHA
44
First Horizon Advisors
Tennessee
$56K – – –
PB
45
Pinnacle Bancorp
Nebraska
$56K – – –
Citigroup
46
Citigroup
New York
$45K +$38.7K +3,035 +1,167%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$41K +$38.3K +3,000 New
AWM
48
Accel Wealth Management
Iowa
$24K +$22.5K +1,760 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$17K – – –
CB
50
Community Bank
New York
$9K +$8.35K +654 New
1
2
3

WIA Hedge Fund Activity: Q4 2020 in Review

58 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2020, worth a combined $153M — down 13% from $177M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WIA positions and 9 closed out — a net gain of 6 holders — while 11 added to existing stakes and 22 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.21M. The largest seller was Karpus Investment Management, cutting an estimated $35.9M.

  • 58 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2020, up from 53 in Q3 2020.
  • Funds reported $153M of Western Asset Inflation-Linked Income Fund stock for Q4 2020, down 13% quarter-over-quarter.
  • 15 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2020 and 9 closed out, a net change of +6 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2020 was Sit Investment Associates, an estimated $3.21M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q4 2020 was Karpus Investment Management, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2020.