WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

51 hedge funds and large institutions have $91.6M invested in Western Asset Inflation-Linked Income Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGM
Alpine Global Management
New York
+$1.4M
2
GC
Guggenheim Capital
Illinois
+$1.14M
3
KIM
Karpus Investment Management
New York
+$750K
4
MA
Mezzasalma Advisors
New Jersey
+$251K
5
ACP
Aviance Capital Partners
Florida
+$115K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.6M
2
WAM
Wolverine Asset Management
Illinois
-$641K
3
Morgan Stanley
Morgan Stanley
New York
-$352K
4
Stifel Financial
Stifel Financial
Missouri
-$238K
5
IWC
Integrated Wealth Concepts
Massachusetts
-$204K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$254K -$55.9K -7,000 -18%
MA
27
Mezzasalma Advisors
New Jersey
$251K +$251K +31,314 New
Raymond James Financial
28
Raymond James Financial
Florida
$244K +$244K +30,480 New
LCM
29
Landscape Capital Management
New Jersey
$226K -$200K -25,003 -47%
Osaic Holdings
30
Osaic Holdings
Arizona
$203K -$13.5K -1,686 -6%
NFG
31
Nations Financial Group
Iowa
$201K -$76.1K -9,508 -27%
HighTower Advisors
32
HighTower Advisors
Illinois
$185K -$28.6K -3,579 -13%
OC
33
Oppenheimer & Co
New York
$165K – – –
CL
34
CSS LLC
Illinois
$165K -$36.6K -4,569 -18%
UPS
35
UHLMANN PRICE SECURITIES
Illinois
$148K -$60K -7,505 -29%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$111K +$58.6K +7,332 +112%
AL
37
Arnhold LLC
New York
$101K – – –
MWM
38
Melfa Wealth Management
Massachusetts
$98.4K – – –
SMC
39
Smith, Moore & Co
Missouri
$91K – – –
SPIA
40
Steward Partners Investment Advisory
New York
$41.6K +$9.94K +1,243 +31%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$23.6K – – –
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$21.6K – – –
RIL
43
Rothschild Investment LLC
Illinois
$16K – – –
MCM
44
MAI Capital Management
Ohio
$9.46K +$9.46K +1,182 New
FGA
45
Fortis Group Advisors
New Jersey
$6.93K – – –
Bessemer Group
46
Bessemer Group
New Jersey
$6K +$38 +5 +0.6%
Comerica Bank
47
Comerica Bank
Texas
$2.87K -$8 -1 -0.3%
PP
48
PFS Partners
New Jersey
$2.51K – – –
CAS
49
Coppell Advisory Solutions
Texas
$438 – – –
WA
50
WPG Advisers
Maryland
$416 +$416 +52 New
1
2
3