Western Asset Inflation-Linked Income Fund
WIA
52 hedge funds and large institutions have $107M invested in Western Asset Inflation-Linked Income Fund in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 6 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
2% more capital invested
Capital invested by funds: $104M → $107M (+$2.19M)
0.57% more ownership
Funds ownership: 31.21% → 31.78% (+0.57%)
5% less funds holding
Funds holding: 55 → 52 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.17M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.01M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$365K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$331K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$295K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$907K |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$896K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$871K |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$537K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$389K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Geode Capital Management
Boston,
Massachusetts
| – | -$389K | -33,917 | Closed |
|
52
Ameriprise
Minneapolis,
Minnesota
| – | -$133K | -11,595 | Closed |
|
53
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| – | -$130K | -11,313 | Closed |
|
|
BBPWM
54
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$2K | -115 | Closed |
|
|
AG
55
Advisor Group
Phoenix,
Arizona
| – | -$1K | -98 | Closed |
|
56
Envestnet Asset Management
Chicago,
Illinois
| – | +$23 | +2 | New |
|
WIA Hedge Fund Activity: Q1 2017 in Review
52 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q1 2017, worth a combined $107M — up 2.1% from $104M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WIA and 4 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 20 added.
The largest buyer was Sit Investment Associates, adding an estimated $2.17M. The largest seller was Morgan Stanley, cutting an estimated $907K.
- 52 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q1 2017, down from 55 in Q4 2016.
- Funds reported $107M of Western Asset Inflation-Linked Income Fund stock for Q1 2017, up 2.1% quarter-over-quarter.
- 4 funds opened new Western Asset Inflation-Linked Income Fund positions in Q1 2017 and 6 closed out, a net change of -2 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q1 2017 was Sit Investment Associates, an estimated $2.17M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q1 2017 was Morgan Stanley, an estimated $907K sold.
Based on aggregated 13F filings for Q1 2017.