WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

53 hedge funds and large institutions have $141M invested in Western Asset Inflation-Linked Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-5
Holders Change %
-8.62%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
15
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$2.02M
2
Morgan Stanley
Morgan Stanley
New York
+$1.31M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$864K
4
CPC
Congress Park Capital
New York
+$316K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$304K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.96M
2
Nomura Holdings
Nomura Holdings
Japan
-$1.7M
3
1CP
1607 Capital Partners
Virginia
-$1.55M
4
Invesco
Invesco
Georgia
-$800K
5
KIM
Karpus Investment Management
New York
-$627K
Name Holding Trade Value Shares
Change 		Shares
Change %
WCA
26
Windsor Creek Advisors
Vermont
$444K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$371K +$77 +6 +0%
TJHA
28
Thomas J. Herzfeld Advisors
Florida
$326K +$422 +33 +0.1%
CPC
29
Congress Park Capital
New York
$316K +$316K +24,730 New
SCA
30
Strategic Capital Advisers
Colorado
$270K – – –
OC
31
Oppenheimer & Co
New York
$263K – – –
CL
32
CSS LLC
Illinois
$259K – – –
DADC
33
D.A. Davidson & Co
Montana
$245K – – –
PGFC
34
Peapack-Gladstone Financial Corp
New Jersey
$242K +$242K +18,949 New
PAG
35
Private Advisor Group
New Jersey
$149K – – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$145K -$57.6K -4,495 -28%
SMC
37
Smith, Moore & Co
Missouri
$145K -$18.2K -1,425 -11%
Truist Financial
38
Truist Financial
North Carolina
$134K +$134K +10,450 New
RWM
39
RBA Wealth Management
California
$109K +$109K +8,486 New
APA
40
American Portfolios Advisors
New York
$92.4K +$8.31K +650 +10%
PB
41
Pinnacle Bancorp
Nebraska
$53K – – –
FHA
42
First Horizon Advisors
Tennessee
$53K – – –
WAM
43
Wolverine Asset Management
Illinois
$52K +$52K +4,075 New
SWM
44
Spire Wealth Management
Virginia
$47K +$47K +3,650 New
AWM
45
Accel Wealth Management
Iowa
$23K – – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$17K – – –
Citigroup
47
Citigroup
New York
$6K -$33.5K -2,795 -85%
HCM
48
Highlander Capital Management
New Jersey
$6K – – –
WT
49
Whittier Trust
California
$6K – – –
AWA
50
Arkadios Wealth Advisors
Georgia
$4K -$1.72K -142 -30%
1
2
3