WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

49 hedge funds and large institutions have $87.8M invested in Western Asset Inflation-Linked Income Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
19
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Almitas Capital
California
+$951K
2
KIM
Karpus Investment Management
New York
+$600K
3
AW
Atlas Wealth
Ohio
+$486K
4
WAM
Wolverine Asset Management
Illinois
+$175K
5
RJA
Raymond James & Associates
Florida
+$168K

Top Sellers

1
CAM
Concorde Asset Management
Michigan
-$407K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$211K
3
RGC
Roberts, Glore & Co
Illinois
-$206K
4
GC
Guggenheim Capital
Illinois
-$190K
5
Bank of America
Bank of America
North Carolina
-$135K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWI
26
Grace & White Inc
New York
$309K – – –
RJA
27
Raymond James & Associates
Florida
$249K +$168K +20,962 +206%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$238K -$211K -26,300 -47%
HighTower Advisors
29
HighTower Advisors
Illinois
$206K +$2.52K +320 +1%
CL
30
CSS LLC
Illinois
$200K -$67.6K -8,437 -25%
TJHA
31
Thomas J. Herzfeld Advisors
Florida
$167K – – –
OC
32
Oppenheimer & Co
New York
$165K – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$145K +$5.01K +626 +4%
AL
34
Arnhold LLC
New York
$101K – – –
MWM
35
Melfa Wealth Management
Massachusetts
$98.5K – – –
SMC
36
Smith, Moore & Co
Missouri
$91.1K – – –
TCA
37
Transcend Capital Advisors
New Jersey
$89.7K -$54.1K -6,760 -38%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$38K -$66.4K -8,271 -64%
SPIA
39
Steward Partners Investment Advisory
New York
$29.6K – – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$23.6K +$1.22K +152 +5%
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$21.6K -$1.45K -181 -6%
RIL
42
Rothschild Investment LLC
Illinois
$16K – – –
FGA
43
Fortis Group Advisors
New Jersey
$6.94K – – –
Bessemer Group
44
Bessemer Group
New Jersey
$6K +$295 +36 +5%
GWM
45
Geneos Wealth Management
Colorado
$3.48K – – –
NA
46
NewEdge Advisors
Louisiana
$3.43K +$64 +8 +2%
Comerica Bank
47
Comerica Bank
Texas
$2.92K – – –
PP
48
PFS Partners
New Jersey
$2.52K – – –
CAS
49
Coppell Advisory Solutions
Texas
$1.86K +$1.86K +232 New
CAM
50
Concorde Asset Management
Michigan
– -$407K -47,150 Closed
1
2
3