WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

50 hedge funds and large institutions have $88M invested in Western Asset Inflation-Linked Income Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$1.1M
2
WAM
Wolverine Asset Management
Illinois
+$493K
3
CAM
Concorde Asset Management
Michigan
+$407K
4
MC
Matisse Capital
Oregon
+$309K
5
Wells Fargo
Wells Fargo
California
+$255K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.89M
2
EC
Elequin Capital
New York
-$290K
3
GC
Guggenheim Capital
Illinois
-$249K
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$174K
5
Nomura Holdings
Nomura Holdings
Japan
-$153K
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
26
Matisse Capital
Oregon
$309K +$309K +38,003 New
CL
27
CSS LLC
Illinois
$272K -$7.36K -904 -3%
HighTower Advisors
28
HighTower Advisors
Illinois
$205K +$42.5K +5,349 +26%
TJHA
29
Thomas J. Herzfeld Advisors
Florida
$170K – – –
OC
30
Oppenheimer & Co
New York
$168K – – –
TCA
31
Transcend Capital Advisors
New Jersey
$146K +$19.5K +2,400 +15%
Osaic Holdings
32
Osaic Holdings
Arizona
$142K +$28.4K +3,484 +25%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$106K -$2.67K -328 -2%
AL
34
Arnhold LLC
New York
$103K +$1.25K +154 +1%
MWM
35
Melfa Wealth Management
Massachusetts
$100K – – –
SMC
36
Smith, Moore & Co
Missouri
$92.6K – – –
PGFC
37
Peapack-Gladstone Financial Corp
New Jersey
$89K -$16.4K -2,020 -16%
RJA
38
Raymond James & Associates
Florida
$82.9K – – –
SIA
39
Sit Investment Associates
Minnesota
$71K – – –
SPIA
40
Steward Partners Investment Advisory
New York
$30.1K – – –
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$23.4K -$2.44K -300 -9%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$22.8K – – –
RIL
43
Rothschild Investment LLC
Illinois
$16.3K – – –
FGA
44
Fortis Group Advisors
New Jersey
$7.05K -$7.05K -866 -50%
Bessemer Group
45
Bessemer Group
New Jersey
$6K +$1.48K +171 +33%
HCM
46
Highlander Capital Management
New Jersey
$4.07K – – –
GWM
47
Geneos Wealth Management
Colorado
$3.53K – – –
NA
48
NewEdge Advisors
Louisiana
$3.42K +$3.42K +420 New
Comerica Bank
49
Comerica Bank
Texas
$2.96K +$1.2K +147 +68%
PP
50
PFS Partners
New Jersey
$2.56K – – –
1
2
3