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WIA

Western Asset Inflation-Linked Income Fund
WIA

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

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

0.46% less ownership

Funds ownership: 46.75% → 46.29% (-0.46%)

1% less capital invested

Capital invested by funds: $88.7M → $88M (-$621K)

9% less funds holding

Funds holding: 55 → 50 (-5)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

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

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$1.1M
2
WAM
Wolverine Asset Management
Illinois
+$491K
3
CAM
Concorde Asset Management
Michigan
+$382K
4
MC
Matisse Capital
Oregon
+$308K
5
Wells Fargo
Wells Fargo
California
+$254K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.87M
2
EC
Elequin Capital
New York
-$290K
3
GC
Guggenheim Capital
Illinois
-$248K
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 		Change in
Stake
MC
26
Matisse Capital
Oregon
$309K +$308K +38,003 New
CL
27
CSS LLC
Illinois
$272K -$7.32K -904 -3%
HighTower Advisors
28
HighTower Advisors
Illinois
$205K +$43.3K +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 +$19.4K +2,400 +15%
Osaic Holdings
32
Osaic Holdings
Arizona
$142K +$28.2K +3,484 +25%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$106K -$2.65K -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 -$16.3K -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 -$2.43K -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 -$7.01K -866 -50%
Bessemer Group
45
Bessemer Group
New Jersey
$6K +$1.38K +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 +$3.4K +420 New
Comerica Bank
49
Comerica Bank
Texas
$2.96K +$1.19K +147 +68%
PP
50
PFS Partners
New Jersey
$2.56K – – –
1
2
3

WIA Hedge Fund Activity: Q1 2024 in Review

50 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q1 2024, worth a combined $88M — down 0.7% from $88.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WIA and 3 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 17 added.

The largest buyer was Karpus Investment Management, adding an estimated $1.1M. The largest seller was Morgan Stanley, cutting an estimated $2.87M.

  • 50 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q1 2024, down from 55 in Q4 2023.
  • Funds reported $88M of Western Asset Inflation-Linked Income Fund stock for Q1 2024, down 0.7% quarter-over-quarter.
  • 3 funds opened new Western Asset Inflation-Linked Income Fund positions in Q1 2024 and 7 closed out, a net change of -4 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q1 2024 was Karpus Investment Management, an estimated $1.1M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $2.87M sold.

Based on aggregated 13F filings for Q1 2024.