WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

50 hedge funds and large institutions have $147M invested in Western Asset Inflation-Linked Income Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
–
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
2
Increased
14
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$2.1M
2
Morgan Stanley
Morgan Stanley
New York
+$1.29M
3
Bank of America
Bank of America
North Carolina
+$908K
4
TCA
Transcend Capital Advisors
New Jersey
+$783K
5
PHS
Pekin Hardy Strauss
Illinois
+$271K

Top Sellers

1
RVPG
Relative Value Partners Group
-$4.58M
2
KIM
Karpus Investment Management
New York
-$2.01M
3
Wells Fargo
Wells Fargo
California
-$803K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$207K
5
RJA
Raymond James & Associates
Florida
-$140K
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$353K +$1.01K +73 +0.3%
FWM
27
Foresight Wealth Management
Utah
$330K +$90.1K +6,532 +38%
RJA
28
Raymond James & Associates
Florida
$304K -$140K -10,183 -32%
SCA
29
Strategic Capital Advisers
Colorado
$291K – – –
OC
30
Oppenheimer & Co
New York
$284K – – –
DADC
31
D.A. Davidson & Co
Montana
$264K – – –
PGFC
32
Peapack-Gladstone Financial Corp
New Jersey
$261K – – –
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$171K +$15.4K +1,120 +10%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$166K -$207K -15,001 -56%
SMC
35
Smith, Moore & Co
Missouri
$157K – – –
PAG
36
Private Advisor Group
New Jersey
$143K -$17.6K -1,280 -11%
Truist Financial
37
Truist Financial
North Carolina
$142K -$2.07K -150 -1%
APA
38
American Portfolios Advisors
New York
$112K +$3.46K +251 +3%
FHA
39
First Horizon Advisors
Tennessee
$57K – – –
PB
40
Pinnacle Bancorp
Nebraska
$55K -$5.49K -402 -9%
SWM
41
Spire Wealth Management
Virginia
$50K – – –
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$35.8K +$35.8K +2,600 New
AWM
43
Accel Wealth Management
Iowa
$24K – – –
Citigroup
44
Citigroup
New York
$24K +$17.3K +1,296 +259%
Northern Trust
45
Northern Trust
Illinois
$11K – – –
WT
46
Washington Trust
Rhode Island
$7K – – –
HCM
47
Highlander Capital Management
New Jersey
$7K – – –
WT
48
Whittier Trust
California
$6K -$340 -26 -5%
AWA
49
Arkadios Wealth Advisors
Georgia
$2K -$15.1K -1,433 -88%
RVPG
50
Relative Value Partners Group
– -$4.58M -326,770 Closed
1
2
3