Western Asset Inflation-Linked Income Fund
WIA
55 hedge funds and large institutions have $104M invested in Western Asset Inflation-Linked Income Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
2% more funds holding
Funds holding: 54 → 55 (+1)
0% more capital invested
Capital invested by funds: $104M → $104M (+$214K)
0.01% more ownership
Funds ownership: 31.2% → 31.21% (+0.01%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$5.41M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.18M |
| 3 |
RPA
Rock Point Advisors
Burlington,
Vermont
|
+$1.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.54M |
| 5 |
Morgan Stanley
New York
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$8.48M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$1.82M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.62M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$841K |
| 5 |
LCM
Laurion Capital Management
New York
|
-$553K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBPWM
51
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $2K | – | – | – |
|
|
AG
52
Advisor Group
Phoenix,
Arizona
| $1K | +$1.11K | +98 | New |
|
|
WEC
53
Winslow Evans & Crocker
Boston,
Massachusetts
| $574 | – | – | – |
|
|
LCM
54
Laurion Capital Management
New York
| – | -$553K | -48,256 | Closed |
|
|
DA
55
Doliver Advisors
Houston,
Texas
| – | -$532K | -46,461 | Closed |
|
56
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$467K | -40,760 | Closed |
|
|
LG
57
LaFleur & Godfrey
Grand Rapids,
Michigan
| – | -$200K | -17,500 | Closed |
|
|
OC
58
Oppenheimer & Co
New York
| – | -$115K | -10,000 | Closed |
|
59
Citigroup
New York
| – | -$102K | -9,016 | -100% |
|
60
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$35K | -3,100 | Closed |
|
|
TRCT
61
Tower Research Capital (TRC)
New York
| – | -$6K | -500 | Closed |
|
WIA Hedge Fund Activity: Q4 2016 in Review
55 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2016, worth a combined $104M — up 0.21% from $104M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WIA positions and 7 closed out — a net gain of 2 holders — while 16 added to existing stakes and 14 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $5.41M. The largest seller was Sit Investment Associates, cutting an estimated $8.48M.
- 55 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2016, up from 54 in Q3 2016.
- Funds reported $104M of Western Asset Inflation-Linked Income Fund stock for Q4 2016, up 0.21% quarter-over-quarter.
- 9 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2016 and 7 closed out, a net change of +2 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2016 was Rivernorth Capital Management, an estimated $5.41M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q4 2016 was Sit Investment Associates, an estimated $8.48M sold.
Based on aggregated 13F filings for Q4 2016.