WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

50 hedge funds and large institutions have $122M invested in Western Asset Inflation-Linked Income Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
19
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$660K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$647K
3
Stifel Financial
Stifel Financial
Missouri
+$471K
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$359K
5
LSC
Logan Stone Capital
Illinois
+$318K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$1.26M
2
KIM
Karpus Investment Management
New York
-$906K
3
LCS
Levin Capital Strategies
New York
-$670K
4
FWM
Foresight Wealth Management
Utah
-$379K
5
UBS Group
UBS Group
Switzerland
-$340K
Name Holding Trade Value Shares
Change 		Shares
Change %
LSC
26
Logan Stone Capital
Illinois
$318K +$318K +27,195 New
TJHA
27
Thomas J. Herzfeld Advisors
Florida
$306K +$1.48K +126 +0.5%
PCM
28
PenderFund Capital Management
British Columbia, Canada
$301K +$301K +20,600 New
RJA
29
Raymond James & Associates
Florida
$252K +$15.3K +1,308 +6%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$251K +$251K +21,441 New
SCA
31
Strategic Capital Advisers
Colorado
$247K – – –
OC
32
Oppenheimer & Co
New York
$241K – – –
GC
33
Guggenheim Capital
Illinois
$224K +$13.3K +1,139 +6%
PGFC
34
Peapack-Gladstone Financial Corp
New Jersey
$222K – – –
DADC
35
D.A. Davidson & Co
Montana
$200K -$14K -1,200 -7%
CYG
36
Clean Yield Group
Vermont
$176K -$64.5K -5,500 -27%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$145K – – –
SMC
38
Smith, Moore & Co
Missouri
$133K – – –
APA
39
American Portfolios Advisors
New York
$96.4K +$1.3K +111 +1%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$65K +$65K +5,519 New
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$30.4K – – –
AWM
42
Accel Wealth Management
Iowa
$21K – – –
RA
43
Rise Advisors
New York
$18K +$428 +36 +2%
PP
44
PFS Partners
New Jersey
$9.78K +$152 +13 +2%
Northern Trust
45
Northern Trust
Illinois
$9K – – –
HCM
46
Highlander Capital Management
New Jersey
$6K – – –
WTA
47
Washington Trust Advisors
Massachusetts
$6K – – –
Bessemer Group
48
Bessemer Group
New Jersey
$6K +$6K +495 New
IA
49
IFP Advisors
Florida
$1K +$1K +27 New
LCS
50
Levin Capital Strategies
New York
– -$670K -50,557 Closed
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2
3