WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

55 hedge funds and large institutions have $97.9M invested in Western Asset Inflation-Linked Income Fund in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
17
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
+$2.03M
2
SIA
Sit Investment Associates
Minnesota
+$1.95M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$367K
4
KIM
Karpus Investment Management
New York
+$360K
5
MC
Matisse Capital
Oregon
+$353K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.29M
2
Stifel Financial
Stifel Financial
Missouri
-$2.28M
3
WAM
Wakefield Asset Management
Colorado
-$1.38M
4
Bank of America
Bank of America
North Carolina
-$986K
5
CPC
Congress Park Capital
New York
-$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
26
PenderFund Capital Management
British Columbia, Canada
$259K – – –
TJHA
27
Thomas J. Herzfeld Advisors
Florida
$257K +$1.66K +170 +0.7%
OC
28
Oppenheimer & Co
New York
$244K +$42.9K +4,400 +21%
LCM
29
Landscape Capital Management
New Jersey
$223K +$223K +22,770 New
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$210K – – –
WAM
31
Wolverine Asset Management
Illinois
$208K -$344K -35,192 -62%
CL
32
CSS LLC
Illinois
$208K +$208K +21,299 New
RJA
33
Raymond James & Associates
Florida
$202K -$8.25K -845 -4%
GC
34
Guggenheim Capital
Illinois
$191K +$2.94K +300 +2%
PGFC
35
Peapack-Gladstone Financial Corp
New Jersey
$185K – – –
Osaic Holdings
36
Osaic Holdings
Arizona
$168K -$451K -46,148 -73%
SFS
37
Shaker Financial Services
Virginia
$157K +$157K +16,100 New
DADC
38
D.A. Davidson & Co
Montana
$139K -$28.3K -2,900 -17%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$123K -$537K -54,806 -81%
SMC
40
Smith, Moore & Co
Missouri
$111K – – –
FWM
41
Foresight Wealth Management
Utah
$99K +$99K +10,072 New
APA
42
American Portfolios Advisors
New York
$72.4K -$8.14K -832 -10%
CYG
43
Clean Yield Group
Vermont
$68K -$77.7K -8,000 -53%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$55K +$1.36K +140 +3%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$45K +$45K +4,569 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$25K -$94.7K -9,834 -79%
AWM
47
Accel Wealth Management
Iowa
$17K – – –
RA
48
Rise Advisors
New York
$15K +$479 +50 +3%
PP
49
PFS Partners
New Jersey
$8.34K +$166 +17 +2%
Northern Trust
50
Northern Trust
Illinois
$5K -$3.13K -30,000 -39%
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