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WIA

Western Asset Inflation-Linked Income Fund
WIA

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

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

1.04% less ownership

Funds ownership: 45.96% → 44.92% (-1%)

6% less capital invested

Capital invested by funds: $147M → $138M (-$8.86M)

8% less funds holding

Funds holding: 50 → 46 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

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

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$7.72M
2
Morgan Stanley
Morgan Stanley
New York
+$1.17M
3
GC
Guggenheim Capital
Illinois
+$251K
4
WAM
Wakefield Asset Management
Colorado
+$240K
5
PPA
Parametric Portfolio Associates
Washington
+$175K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$12.3M
2
WCA
Windsor Creek Advisors
Vermont
-$374K
3
Truist Financial
Truist Financial
North Carolina
-$142K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$121K
5
CYG
Clean Yield Group
Vermont
-$90.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
26
Strategic Capital Advisers
Colorado
$280K – – –
OC
27
Oppenheimer & Co
New York
$273K – – –
CYG
28
Clean Yield Group
Vermont
$272K -$90.5K -6,500 -24%
RJA
29
Raymond James & Associates
Florida
$268K -$25.1K -1,803 -8%
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$251K – – –
DADC
31
D.A. Davidson & Co
Montana
$243K -$11.6K -833 -4%
GC
32
Guggenheim Capital
Illinois
$239K +$251K +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 +$125 +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 -$418 -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 +$20.6K +1,479 New
PP
41
PFS Partners
New Jersey
$10.9K +$11.5K +823 New
Northern Trust
42
Northern Trust
Illinois
$10K – – –
NFG
43
Next Financial Group
Texas
$9K +$9.55K +686 New
HCM
44
Highlander Capital Management
New Jersey
$7K – – –
WTA
45
Washington Trust Advisors
Massachusetts
$7K +$6.96K +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
1
2
3

WIA Hedge Fund Activity: Q4 2021 in Review

46 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2021, worth a combined $138M — down 6% from $147M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of WIA and 5 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 14 added.

The largest buyer was Sit Investment Associates, adding an estimated $7.72M. The largest seller was Karpus Investment Management, cutting an estimated $12.3M.

  • 46 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2021, down from 50 in Q3 2021.
  • Funds reported $138M of Western Asset Inflation-Linked Income Fund stock for Q4 2021, down 6% quarter-over-quarter.
  • 5 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2021 and 9 closed out, a net change of -4 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $7.72M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q4 2021 was Karpus Investment Management, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2021.