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WIA

Western Asset Inflation-Linked Income Fund
WIA

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

0.65% less ownership

Funds ownership: 38.6% → 37.95% (-0.65%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

8% less capital invested

Capital invested by funds: $153M → $141M (-$12M)

9% less funds holding

Funds holding: 58 → 53 (-5)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

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

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$2.03M
2
Morgan Stanley
Morgan Stanley
New York
+$1.32M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$871K
4
CPC
Congress Park Capital
New York
+$319K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$306K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.97M
2
Nomura Holdings
Nomura Holdings
Japan
-$1.7M
3
1CP
1607 Capital Partners
Virginia
-$1.55M
4
Invesco
Invesco
Georgia
-$806K
5
KIM
Karpus Investment Management
New York
-$632K
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$426 +33 +0.1%
CPC
29
Congress Park Capital
New York
$316K +$319K +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 +$244K +18,949 New
PAG
35
Private Advisor Group
New Jersey
$149K – – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$145K -$58K -4,495 -28%
SMC
37
Smith, Moore & Co
Missouri
$145K -$18.4K -1,425 -11%
Truist Financial
38
Truist Financial
North Carolina
$134K +$135K +10,450 New
RWM
39
RBA Wealth Management
California
$109K +$109K +8,486 New
APA
40
American Portfolios Advisors
New York
$92.4K +$8.38K +650 +10%
FHA
41
First Horizon Advisors
Tennessee
$53K – – –
PB
42
Pinnacle Bancorp
Nebraska
$53K – – –
WAM
43
Wolverine Asset Management
Illinois
$52K +$52.6K +4,075 New
SWM
44
Spire Wealth Management
Virginia
$47K +$47.1K +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 -$36K -2,795 -85%
HCM
48
Highlander Capital Management
New Jersey
$6K – – –
WT
49
Whittier Trust
California
$6K – – –
AWA
50
Arkadios Wealth Advisors
Georgia
$4K -$1.83K -142 -30%
1
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WIA Hedge Fund Activity: Q1 2021 in Review

53 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q1 2021, worth a combined $141M — down 7.8% from $153M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of WIA and 8 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 15 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $2.03M. The largest seller was Bank of America, cutting an estimated $1.97M.

  • 53 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q1 2021, down from 58 in Q4 2020.
  • Funds reported $141M of Western Asset Inflation-Linked Income Fund stock for Q1 2021, down 7.8% quarter-over-quarter.
  • 8 funds opened new Western Asset Inflation-Linked Income Fund positions in Q1 2021 and 11 closed out, a net change of -3 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $2.03M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q1 2021 was Bank of America, an estimated $1.97M sold.

Based on aggregated 13F filings for Q1 2021.