Western Asset Inflation-Linked Income Fund
WIA
50 hedge funds and large institutions have $120M invested in Western Asset Inflation-Linked Income Fund in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
2% more funds holding
Funds holding: 49 → 50 (+1)
0.52% more ownership
Funds ownership: 35.22% → 35.74% (+0.52%)
1% less capital invested
Capital invested by funds: $121M → $120M (-$926K)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$983K |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$922K |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$491K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$434K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$427K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$894K |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$752K |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$553K |
| 4 |
First Eagle Investment Management
New York
|
-$480K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$239K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
First Eagle Investment Management
New York
| – | -$480K | -40,726 | Closed |
|
|
CA
52
Cornerstone Advisors
Asheville,
North Carolina
| – | -$239K | -20,313 | Closed |
|
|
FIMG
53
Financial & Investment Management Group
Traverse City,
Michigan
| – | -$141K | -11,984 | Closed |
|
|
CAN
54
Cetera Advisor Networks
El Segundo,
California
| – | -$130K | -11,033 | Closed |
|
|
BBPWM
55
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$16K | -1,400 | Closed |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| – | -$7K | -620 | Closed |
|
|
MOS
57
MGO One Seven
Beachwood,
Ohio
| – | -$2K | -167 | Closed |
|
WIA Hedge Fund Activity: Q1 2018 in Review
50 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q1 2018, worth a combined $120M — down 0.76% from $121M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WIA positions and 9 closed out — a net gain of 1 holder — while 15 added to existing stakes and 16 trimmed.
The largest buyer was Bank of America, adding an estimated $983K. The largest seller was Sit Investment Associates, cutting an estimated $894K.
- 50 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q1 2018, up from 49 in Q4 2017.
- Funds reported $120M of Western Asset Inflation-Linked Income Fund stock for Q1 2018, down 0.76% quarter-over-quarter.
- 10 funds opened new Western Asset Inflation-Linked Income Fund positions in Q1 2018 and 9 closed out, a net change of +1 holder.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q1 2018 was Bank of America, an estimated $983K added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q1 2018 was Sit Investment Associates, an estimated $894K sold.
Based on aggregated 13F filings for Q1 2018.