Western Asset Inflation-Linked Income Fund
WIA
54 hedge funds and large institutions have $104M invested in Western Asset Inflation-Linked Income Fund in 2016 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
23% more funds holding
Funds holding: 44 → 54 (+10)
0.28% more ownership
Funds ownership: 30.93% → 31.2% (+0.28%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less capital invested
Capital invested by funds: $105M → $104M (-$521K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.96M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.48M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.25M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.24M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$677K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.97M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.25M |
| 3 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$1.49M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.31M |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$1.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBPWM
51
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $2K | – | – | – |
|
|
WEC
52
Winslow Evans & Crocker
Boston,
Massachusetts
| $574 | – | – | – |
|
|
LCS
53
Levin Capital Strategies
New York
| $166 | +$167K | +14,522 | New |
|
|
KIM
54
Karpus Investment Management
Pittsford,
New York
| – | -$2.97M | -259,096 | Closed |
|
|
CA
55
Cornerstone Advisors
Asheville,
North Carolina
| – | -$210K | -18,326 | Closed |
|
|
TC
56
TFS Capital
West Chester,
Pennsylvania
| – | -$193K | -16,801 | Closed |
|
57
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$77K | -6,721 | Closed |
|
|
RFWA
58
RPg Family Wealth Advisory
Burlington,
Massachusetts
| – | -$10.6K | -922 | Closed |
|
|
IWMPD
59
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$10K | -913 | Closed |
|
60
SEI Investments
Oaks,
Pennsylvania
| – | +$184 | +16 | New |
|
WIA Hedge Fund Activity: Q3 2016 in Review
54 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q3 2016, worth a combined $104M — down 0.5% from $105M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new WIA positions and 6 closed out — a net gain of 10 holders — while 15 added to existing stakes and 9 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $2.96M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $2.97M sold.
- 54 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q3 2016, up from 44 in Q2 2016.
- Funds reported $104M of Western Asset Inflation-Linked Income Fund stock for Q3 2016, down 0.5% quarter-over-quarter.
- 16 funds opened new Western Asset Inflation-Linked Income Fund positions in Q3 2016 and 6 closed out, a net change of +10 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q3 2016 was Sit Investment Associates, an estimated $2.96M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q3 2016 was Karpus Investment Management, an estimated $2.97M sold.
Based on aggregated 13F filings for Q3 2016.