Western Asset Inflation-Linked Income Fund
WIA
50 hedge funds and large institutions have $110M invested in Western Asset Inflation-Linked Income Fund in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
1.51% more ownership
Funds ownership: 31.78% → 33.3% (+1.5%)
3% more capital invested
Capital invested by funds: $107M → $110M (+$3.04M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 52 → 50 (-2)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.74M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.37M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$585K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$408K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$360K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$941K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$529K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$382K |
| 4 |
PR
Payden & Rygel
Los Angeles,
California
|
-$335K |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
51
Advisory Alpha
Holland,
Michigan
| – | -$212K | -18,456 | Closed |
|
|
LCS
52
Levin Capital Strategies
New York
| – | -$167K | -14,497 | Closed |
|
|
WS
53
Wedbush Securities
Los Angeles,
California
| – | -$154K | -13,338 | Closed |
|
|
AAP
54
Arax Advisory Partners
Denver,
Colorado
| – | -$5K | -490 | Closed |
|
55
Citigroup
New York
| – | -$23 | -2 | -8% |
|
WIA Hedge Fund Activity: Q2 2017 in Review
50 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q2 2017, worth a combined $110M — up 2.9% from $107M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of WIA and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 15 added.
The largest buyer was Wells Fargo, adding an estimated $3.74M. The largest seller was Morgan Stanley, cutting an estimated $941K.
- 50 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q2 2017, down from 52 in Q1 2017.
- Funds reported $110M of Western Asset Inflation-Linked Income Fund stock for Q2 2017, up 2.9% quarter-over-quarter.
- 6 funds opened new Western Asset Inflation-Linked Income Fund positions in Q2 2017 and 7 closed out, a net change of -1 holder.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q2 2017 was Wells Fargo, an estimated $3.74M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q2 2017 was Morgan Stanley, an estimated $941K sold.
Based on aggregated 13F filings for Q2 2017.