Western Asset Inflation-Linked Income Fund
WIA
50 hedge funds and large institutions have $116M invested in Western Asset Inflation-Linked Income Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
5% more capital invested
Capital invested by funds: $110M → $116M (+$5.93M)
1.05% more ownership
Funds ownership: 33.3% → 34.35% (+1.1%)
0% more funds holding
Funds holding: 50 → 50 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.41M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.17M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.14M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$686K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$319K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCMW
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
-$1.43M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$1.3M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.02M |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$289K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$160K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RPG
51
Risk Paradigm Group
Austin,
Texas
| – | -$10.4K | -922 | Closed |
|
|
SPIA
52
Steward Partners Investment Advisory
New York
| – | -$9K | -857 | Closed |
|
53
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$2K | -161 | Closed |
|
WIA Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $116M — up 5.4% from $110M a quarter earlier.
Fund positioning in WIA was balanced in Q3 2017: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 11 trimmed.
The largest buyer was Bank of America, adding an estimated $2.41M. The largest seller was Northern Capital Management (Wisconsin), cutting an estimated $1.43M.
- 50 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $116M of Western Asset Inflation-Linked Income Fund stock for Q3 2017, up 5.4% quarter-over-quarter.
- 5 funds opened new Western Asset Inflation-Linked Income Fund positions in Q3 2017 and 5 closed out, a net change of 0 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q3 2017 was Bank of America, an estimated $2.41M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q3 2017 was Northern Capital Management (Wisconsin), an estimated $1.43M sold.
Based on aggregated 13F filings for Q3 2017.