Western Asset Inflation-Linked Income Fund
WIA
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.
46% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 13
0.64% more ownership
Funds ownership: 46.29% → 46.93% (+0.64%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% less capital invested
Capital invested by funds: $88M → $87.8M (-$195K)
2% less funds holding
Funds holding: 50 → 49 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
+$952K |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$600K |
| 3 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$486K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$176K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$168K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
-$407K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$211K |
| 3 |
RGC
Roberts, Glore & Co
Deerfield,
Illinois
|
-$206K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$191K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$135K |
WIA Hedge Fund Activity: Q2 2024 in Review
49 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q2 2024, worth a combined $87.8M — down 0.22% from $88M a quarter earlier.
Fund positioning in WIA was balanced in Q2 2024: 3 funds opened new positions, 3 closed out, 19 added to existing stakes and 13 trimmed.
The largest buyer was Almitas Capital, opening a new position worth an estimated $952K. The largest seller was Concorde Asset Management, exiting entirely with an estimated $407K sold.
- 49 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q2 2024, down from 50 in Q1 2024.
- Funds reported $87.8M of Western Asset Inflation-Linked Income Fund stock for Q2 2024, down 0.22% quarter-over-quarter.
- 3 funds opened new Western Asset Inflation-Linked Income Fund positions in Q2 2024 and 3 closed out, a net change of 0 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q2 2024 was Almitas Capital, an estimated $952K added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q2 2024 was Concorde Asset Management, an estimated $407K sold.
Based on aggregated 13F filings for Q2 2024.