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WIA

Western Asset Inflation-Linked Income Fund
WIA

51 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 7 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

8.74% more ownership

Funds ownership: 37.95% → 46.69% (+8.7%)

7% more capital invested

Capital invested by funds: $141M → $151M (+$9.85M)

4% less funds holding

Funds holding: 53 → 51 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
16
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wakefield Asset Management
Colorado
+$2.59M
2
Northern Trust
Northern Trust
Illinois
+$1.05M
3
Morgan Stanley
Morgan Stanley
New York
+$960K
4
UBS Group
UBS Group
Switzerland
+$615K
5
Stifel Financial
Stifel Financial
Missouri
+$581K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$3.69M
2
RVPG
Relative Value Partners Group
-$3.6M
3
TCA
Transcend Capital Advisors
New Jersey
-$688K
4
Wells Fargo
Wells Fargo
California
-$633K
5
RCM
Robinson Capital Management
Michigan
-$514K
Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
26
Clean Yield Group
Vermont
$385K +$371K +27,500 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$378K -$27K -2,005 -7%
TJHA
28
Thomas J. Herzfeld Advisors
Florida
$358K +$445 +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 +$235K +17,392 New
PAG
34
Private Advisor Group
New Jersey
$163K – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$159K – – –
SMC
36
Smith, Moore & Co
Missouri
$159K – – –
Truist Financial
37
Truist Financial
North Carolina
$146K – – –
APA
38
American Portfolios Advisors
New York
$111K +$9.17K +680 +9%
FIA
39
FNY Investment Advisers
New York
$78K +$75.8K +5,623 New
RWML
40
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$70.3K +$67.8K +5,024 New
PB
41
Pinnacle Bancorp
Nebraska
$62K +$4.32K +320 +8%
FHA
42
First Horizon Advisors
Tennessee
$58K – – –
SWM
43
Spire Wealth Management
Virginia
$51K – – –
AWM
44
Accel Wealth Management
Iowa
$25K – – –
AWA
45
Arkadios Wealth Advisors
Georgia
$22K +$17.4K +1,292 +390%
Northern Trust
46
Northern Trust
Illinois
$11K +$1.05M +77,861 New
Citigroup
47
Citigroup
New York
$7K – – –
HCM
48
Highlander Capital Management
New Jersey
$7K – – –
WT
49
Whittier Trust
California
$7K – – –
WT
50
Washington Trust
Rhode Island
$7K +$6.74K +500 New
1
2
3

WIA Hedge Fund Activity: Q2 2021 in Review

51 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q2 2021, worth a combined $151M — up 7% from $141M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of WIA and 7 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 16 added.

The largest buyer was Wakefield Asset Management, adding an estimated $2.59M. The largest seller was Karpus Investment Management, cutting an estimated $3.69M.

  • 51 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q2 2021, down from 53 in Q1 2021.
  • Funds reported $151M of Western Asset Inflation-Linked Income Fund stock for Q2 2021, up 7% quarter-over-quarter.
  • 7 funds opened new Western Asset Inflation-Linked Income Fund positions in Q2 2021 and 9 closed out, a net change of -2 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q2 2021 was Wakefield Asset Management, an estimated $2.59M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q2 2021 was Karpus Investment Management, an estimated $3.69M sold.

Based on aggregated 13F filings for Q2 2021.