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WIA

Western Asset Inflation-Linked Income Fund
WIA

50 hedge funds and large institutions have $95.9M invested in Western Asset Inflation-Linked Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

9% more capital invested

Capital invested by funds: $87.8M → $95.9M (+$8.02M)

2% more funds holding

Funds holding: 49 → 50 (+1)

1.05% more ownership

Funds ownership: 46.93% → 47.99% (+1.1%)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$2.41M
2
GC
Guggenheim Capital
Illinois
+$450K
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$445K
4
AC
Almitas Capital
California
+$330K
5
NFG
Nations Financial Group
Iowa
+$284K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$585K
2
AW
Atlas Wealth
Ohio
-$486K
3
RIA
Realta Investment Advisors
Delaware
-$399K
4
RGC
Roberts, Glore & Co
Illinois
-$353K
5
Bank of America
Bank of America
North Carolina
-$348K
Name Holding Trade Value Shares
Change 		Change in
Stake
Capstone Investment Advisors
26
Capstone Investment Advisors
New York
$287K +$275K +33,548 New
ACP
27
Aviance Capital Partners
Florida
$274K -$66.9K -8,167 -20%
RJA
28
Raymond James & Associates
Florida
$255K -$11K -1,348 -4%
Osaic Holdings
29
Osaic Holdings
Arizona
$231K +$73.3K +8,959 +50%
HighTower Advisors
30
HighTower Advisors
Illinois
$230K +$4.26K +520 +2%
UPS
31
UHLMANN PRICE SECURITIES
Illinois
$222K +$213K +25,958 New
CL
32
CSS LLC
Illinois
$215K +$1.28K +156 +0.6%
AGM
33
Alpine Global Management
New York
$209K +$200K +24,400 New
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$179K – – –
OC
35
Oppenheimer & Co
New York
$176K – – –
AL
36
Arnhold LLC
New York
$108K – – –
MWM
37
Melfa Wealth Management
Massachusetts
$105K – – –
SMC
38
Smith, Moore & Co
Missouri
$97.2K – – –
TCA
39
Transcend Capital Advisors
New Jersey
$93.8K -$1.84K -225 -2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$56K +$14.9K +1,817 +38%
SPIA
41
Steward Partners Investment Advisory
New York
$33.8K +$2.1K +257 +7%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$25.2K – – –
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$23K – – –
RIL
44
Rothschild Investment LLC
Illinois
$17.1K – – –
FGA
45
Fortis Group Advisors
New Jersey
$7.4K – – –
Bessemer Group
46
Bessemer Group
New Jersey
$7K +$434 +53 +7%
Comerica Bank
47
Comerica Bank
Texas
$3.08K -$33 -4 -1%
PP
48
PFS Partners
New Jersey
$2.69K – – –
CAS
49
Coppell Advisory Solutions
Texas
$469 -$1.45K -177 -76%
AW
50
Atlas Wealth
Ohio
– -$486K -60,571 Closed
1
2
3

WIA Hedge Fund Activity: Q3 2024 in Review

50 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q3 2024, worth a combined $95.9M — up 9.1% from $87.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WIA positions and 4 closed out — a net gain of 1 holder — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.41M. The largest seller was Wolverine Asset Management, cutting an estimated $585K.

  • 50 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q3 2024, up from 49 in Q2 2024.
  • Funds reported $95.9M of Western Asset Inflation-Linked Income Fund stock for Q3 2024, up 9.1% quarter-over-quarter.
  • 5 funds opened new Western Asset Inflation-Linked Income Fund positions in Q3 2024 and 4 closed out, a net change of +1 holder.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q3 2024 was Karpus Investment Management, an estimated $2.41M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q3 2024 was Wolverine Asset Management, an estimated $585K sold.

Based on aggregated 13F filings for Q3 2024.