WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

46 hedge funds and large institutions have $138M invested in Western Asset Inflation-Linked Income Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
14
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$7.35M
2
Morgan Stanley
Morgan Stanley
New York
+$1.11M
3
GC
Guggenheim Capital
Illinois
+$239K
4
WAM
Wakefield Asset Management
Colorado
+$229K
5
PPA
Parametric Portfolio Associates
Washington
+$167K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$11.7M
2
WCA
Windsor Creek Advisors
Vermont
-$374K
3
Truist Financial
Truist Financial
North Carolina
-$142K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$115K
5
CYG
Clean Yield Group
Vermont
-$86.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
26
Strategic Capital Advisers
Colorado
$280K – – –
OC
27
Oppenheimer & Co
New York
$273K – – –
CYG
28
Clean Yield Group
Vermont
$272K -$86.2K -6,500 -24%
RJA
29
Raymond James & Associates
Florida
$268K -$23.9K -1,803 -8%
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$251K – – –
DADC
31
D.A. Davidson & Co
Montana
$243K -$11K -833 -4%
GC
32
Guggenheim Capital
Illinois
$239K +$239K +18,032 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$165K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$159K +$119 +9 +0.1%
SMC
35
Smith, Moore & Co
Missouri
$151K – – –
PAG
36
Private Advisor Group
New Jersey
$138K – – –
APA
37
American Portfolios Advisors
New York
$108K -$398 -30 -0.4%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$34.5K – – –
AWM
39
Accel Wealth Management
Iowa
$23K – – –
RA
40
Rise Advisors
New York
$19.6K +$19.6K +1,479 New
PP
41
PFS Partners
New Jersey
$10.9K +$10.9K +823 New
Northern Trust
42
Northern Trust
Illinois
$10K – – –
NFG
43
Next Financial Group
Texas
$9K +$9K +686 New
HCM
44
Highlander Capital Management
New Jersey
$7K – – –
WTA
45
Washington Trust Advisors
Massachusetts
$7K +$7K +500 New
WT
46
Whittier Trust
California
$6K – – –
WCA
47
Windsor Creek Advisors
Vermont
– -$374K -27,156 Closed
Truist Financial
48
Truist Financial
North Carolina
– -$142K -10,300 Closed
FHA
49
First Horizon Advisors
Tennessee
– -$57K -4,116 Closed
PB
50
Pinnacle Bancorp
Nebraska
– -$55K -4,027 Closed
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