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WIA

Western Asset Inflation-Linked Income Fund

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

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

2% more funds holding

Funds holding: 5051 (+1)

0.99% more ownership

Funds ownership: 47.99%48.97% (+0.99%)

4% less capital invested

Capital invested by funds: $95.9M → $91.6M (-$4.29M)

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.67%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$254K -$57.8K -7,000 -18%
MA
27
Mezzasalma Advisors
New Jersey
$251K +$259K +31,314 New
Raymond James Financial
28
Raymond James Financial
Florida
$244K +$252K +30,480 New
LCM
29
Landscape Capital Management
New Jersey
$226K -$207K -25,003 -47%
Osaic Holdings
30
Osaic Holdings
Arizona
$203K -$13.9K -1,686 -6%
NFG
31
Nations Financial Group
Iowa
$201K -$78.5K -9,508 -27%
HighTower Advisors
32
HighTower Advisors
Illinois
$185K -$29.6K -3,579 -13%
OC
33
Oppenheimer & Co
New York
$165K
CL
34
CSS LLC
Illinois
$165K -$37.7K -4,569 -18%
UPS
35
UHLMANN PRICE SECURITIES
Illinois
$148K -$62K -7,505 -29%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$111K +$60.6K +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 +$10.3K +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 +$9.76K +1,182 New
FGA
45
Fortis Group Advisors
New Jersey
$6.93K
Bessemer Group
46
Bessemer Group
New Jersey
$6K +$41 +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 +$430 +52 New

WIA Hedge Fund Activity: Q4 2024 in Review

51 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2024, worth a combined $91.6M — down 4.5% from $95.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WIA positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 18 trimmed.

The largest buyer was Alpine Global Management, adding an estimated $1.45M. The largest seller was Bank of America, cutting an estimated $1.65M.

  • 51 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2024, up from 50 in Q3 2024.
  • Funds reported $91.6M of Western Asset Inflation-Linked Income Fund stock for Q4 2024, down 4.5% quarter-over-quarter.
  • 5 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2024 and 3 closed out, a net change of +2 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2024 was Alpine Global Management, an estimated $1.45M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q4 2024 was Bank of America, an estimated $1.65M sold.

Based on aggregated 13F filings for Q4 2024.