WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

49 hedge funds and large institutions have $80.2M invested in Western Asset Inflation-Linked Income Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$2.37M
2
RF
RHS Financial
California
+$684K
3
PCM
PenderFund Capital Management
British Columbia, Canada
+$505K
4
Morgan Stanley
Morgan Stanley
New York
+$420K
5
ACP
Aviance Capital Partners
Florida
+$326K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.86M
2
WAM
Wolverine Asset Management
Illinois
-$538K
3
HF
HRT Financial
New York
-$274K
4
RGC
Roberts, Glore & Co
Illinois
-$232K
5
Jane Street
Jane Street
New York
-$143K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$180K +$41K +5,245 +30%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$168K – – –
HighTower Advisors
28
HighTower Advisors
Illinois
$165K -$109K -13,945 -40%
OC
29
Oppenheimer & Co
New York
$161K – – –
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$132K -$8.46K -1,078 -6%
IP
31
Ignite Planners
California
$103K +$103K +13,430 New
AL
32
Arnhold LLC
New York
$97.8K – – –
MWM
33
Melfa Wealth Management
Massachusetts
$96.2K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$93K -$7.86K -1,000 -8%
SIA
35
Sit Investment Associates
Minnesota
$89K – – –
SMC
36
Smith, Moore & Co
Missouri
$88.9K – – –
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$24.8K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$21.9K – – –
CAS
39
Coppell Advisory Solutions
Texas
$16.6K -$1.25K -145 -7%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$15.6K +$15.6K +1,990 New
SPIA
41
Steward Partners Investment Advisory
New York
$12.5K – – –
EC
42
Elequin Capital
New York
$11.4K -$33.1K -4,234 -74%
FGA
43
Fortis Group Advisors
New Jersey
$6.77K +$6.77K +866 New
Bessemer Group
44
Bessemer Group
New Jersey
$4K -$1.91K -245 -32%
HCM
45
Highlander Capital Management
New Jersey
$4K – – –
WTA
46
Washington Trust Advisors
Massachusetts
$3.91K – – –
GWM
47
Geneos Wealth Management
Colorado
$3.39K +$3.39K +434 New
Comerica Bank
48
Comerica Bank
Texas
$2.94K +$2.94K +376 New
PP
49
PFS Partners
New Jersey
$2.46K -$4.83K -617 -66%
HF
50
HRT Financial
New York
– -$274K -33,261 Closed
1
2
3