Western Asset Inflation-Linked Income Fund
WIA
49 hedge funds and large institutions have $121M invested in Western Asset Inflation-Linked Income Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 10 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
5% more capital invested
Capital invested by funds: $116M → $121M (+$5.44M)
0.87% more ownership
Funds ownership: 34.35% → 35.22% (+0.87%)
2% less funds holding
Funds holding: 50 → 49 (-1)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.23M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.97M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$1.92M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.06M |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$826K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$4.55M |
| 2 |
NCMW
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
-$4.31M |
| 3 |
Morgan Stanley
New York
|
-$570K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$434K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$321K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CRC
51
Curi RMB Capital
Chicago,
Illinois
| – | -$285K | -24,700 | Closed |
|
52
Bank of New York Mellon
New York
| – | -$277K | -24,001 | Closed |
|
53
SG Americas Securities
New York
| – | -$160K | -13,855 | Closed |
|
|
RFWA
54
RPg Family Wealth Advisory
Burlington,
Massachusetts
| – | -$10.6K | -922 | Closed |
|
|
NFG
55
Next Financial Group
Houston,
Texas
| – | -$10K | -870 | Closed |
|
|
IA
56
IFP Advisors
Tampa,
Florida
| – | -$10K | -825 | Closed |
|
|
PCM
57
Penserra Capital Management
Orinda,
California
| – | -$4K | -384 | Closed |
|
WIA Hedge Fund Activity: Q4 2017 in Review
49 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2017, worth a combined $121M — up 4.7% from $116M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of WIA and 9 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 15 added.
The largest buyer was Wells Fargo, adding an estimated $5.23M. The largest seller was Financial & Investment Management Group, cutting an estimated $4.55M.
- 49 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2017, down from 50 in Q3 2017.
- Funds reported $121M of Western Asset Inflation-Linked Income Fund stock for Q4 2017, up 4.7% quarter-over-quarter.
- 9 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2017 and 10 closed out, a net change of -1 holder.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2017 was Wells Fargo, an estimated $5.23M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q4 2017 was Financial & Investment Management Group, an estimated $4.55M sold.
Based on aggregated 13F filings for Q4 2017.