WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

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
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

1
KIM
Karpus Investment Management
New York
+$2.51M
2
GC
Guggenheim Capital
Illinois
+$470K
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$465K
4
AC
Almitas Capital
California
+$345K
5
NFG
Nations Financial Group
Iowa
+$296K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
-$611K
2
AW
Atlas Wealth
Ohio
-$486K
3
RIA
Realta Investment Advisors
Delaware
-$399K
4
RGC
Roberts, Glore & Co
Illinois
-$368K
5
Bank of America
Bank of America
North Carolina
-$363K
Name Holding Trade Value Shares
Change 		Shares
Change %
Capstone Investment Advisors
26
Capstone Investment Advisors
New York
$287K +$287K +33,548 New
ACP
27
Aviance Capital Partners
Florida
$274K -$69.8K -8,167 -20%
RJA
28
Raymond James & Associates
Florida
$255K -$11.5K -1,348 -4%
Osaic Holdings
29
Osaic Holdings
Arizona
$231K +$76.6K +8,959 +50%
HighTower Advisors
30
HighTower Advisors
Illinois
$230K +$4.49K +520 +2%
UPS
31
UHLMANN PRICE SECURITIES
Illinois
$222K +$222K +25,958 New
CL
32
CSS LLC
Illinois
$215K +$1.33K +156 +0.6%
AGM
33
Alpine Global Management
New York
$209K +$209K +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 -$1.92K -225 -2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$56K +$15.5K +1,817 +38%
SPIA
41
Steward Partners Investment Advisory
New York
$33.8K +$2.2K +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 +$473 +53 +7%
Comerica Bank
47
Comerica Bank
Texas
$3.08K -$34 -4 -1%
PP
48
PFS Partners
New Jersey
$2.69K – – –
CAS
49
Coppell Advisory Solutions
Texas
$469 -$1.51K -177 -76%
AW
50
Atlas Wealth
Ohio
– -$486K -60,571 Closed
1
2
3