WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

50 hedge funds and large institutions have $151M invested in Western Asset Inflation-Linked Income Fund in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
16
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wakefield Asset Management
Colorado
+$2.69M
2
Morgan Stanley
Morgan Stanley
New York
+$996K
3
UBS Group
UBS Group
Switzerland
+$638K
4
Stifel Financial
Stifel Financial
Missouri
+$603K
5
Invesco
Invesco
Georgia
+$497K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$3.83M
2
RVPG
Relative Value Partners Group
-$3.73M
3
TCA
Transcend Capital Advisors
New Jersey
-$688K
4
Wells Fargo
Wells Fargo
California
-$657K
5
RCM
Robinson Capital Management
Michigan
-$514K
Name Holding Trade Value Shares
Change 		Shares
Change %
CYG
26
Clean Yield Group
Vermont
$385K +$385K +27,500 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$378K -$28.1K -2,005 -7%
TJHA
28
Thomas J. Herzfeld Advisors
Florida
$358K +$462 +33 +0.1%
SCA
29
Strategic Capital Advisers
Colorado
$296K – – –
OC
30
Oppenheimer & Co
New York
$288K – – –
DADC
31
D.A. Davidson & Co
Montana
$268K – – –
PGFC
32
Peapack-Gladstone Financial Corp
New Jersey
$265K – – –
FWM
33
Foresight Wealth Management
Utah
$243K +$243K +17,392 New
PAG
34
Private Advisor Group
New Jersey
$163K – – –
SMC
35
Smith, Moore & Co
Missouri
$159K – – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$159K – – –
Truist Financial
37
Truist Financial
North Carolina
$146K – – –
APA
38
American Portfolios Advisors
New York
$111K +$9.52K +680 +9%
FIA
39
FNY Investment Advisers
New York
$78K +$78K +5,623 New
PB
40
Pinnacle Bancorp
Nebraska
$62K +$4.48K +320 +8%
FHA
41
First Horizon Advisors
Tennessee
$58K – – –
SWM
42
Spire Wealth Management
Virginia
$51K – – –
AWM
43
Accel Wealth Management
Iowa
$25K – – –
AWA
44
Arkadios Wealth Advisors
Georgia
$22K +$17.5K +1,292 +390%
Northern Trust
45
Northern Trust
Illinois
$11K +$11K +77,861 New
HCM
46
Highlander Capital Management
New Jersey
$7K – – –
WT
47
Whittier Trust
California
$7K – – –
Citigroup
48
Citigroup
New York
$7K – – –
WT
49
Washington Trust
Rhode Island
$7K +$7K +500 New
TCA
50
Transcend Capital Advisors
New Jersey
– -$688K -53,795 Closed
1
2
3