Western Asset Inflation-Linked Income Fund
WIA
48 hedge funds and large institutions have $123M invested in Western Asset Inflation-Linked Income Fund in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 6 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
1.05% more ownership
Funds ownership: 35.74% → 36.79% (+1.1%)
2% more capital invested
Capital invested by funds: $120M → $123M (+$2.48M)
4% less funds holding
Funds holding: 50 → 48 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.76M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$623K |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$568K |
| 4 |
RGC
Roberts, Glore & Co
Deerfield,
Illinois
|
+$497K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$435K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.08M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.05M |
| 3 |
Morgan Stanley
New York
|
-$776K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$381K |
| 5 |
SG Americas Securities
New York
|
-$366K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Millennium Management
New York
| – | -$139K | -12,019 | Closed |
|
|
RFC
52
Regions Financial Corp
Birmingham,
Alabama
| – | -$115K | -10,000 | Closed |
|
|
WAM
53
Weiss Asset Management
Boston,
Massachusetts
| – | -$115K | -10,000 | Closed |
|
WIA Hedge Fund Activity: Q2 2018 in Review
48 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q2 2018, worth a combined $123M — up 2.1% from $120M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WIA and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 17 added.
The largest buyer was Wells Fargo, adding an estimated $4.76M. The largest seller was 1607 Capital Partners, cutting an estimated $1.08M.
- 48 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q2 2018, down from 50 in Q1 2018.
- Funds reported $123M of Western Asset Inflation-Linked Income Fund stock for Q2 2018, up 2.1% quarter-over-quarter.
- 4 funds opened new Western Asset Inflation-Linked Income Fund positions in Q2 2018 and 6 closed out, a net change of -2 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q2 2018 was Wells Fargo, an estimated $4.76M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q2 2018 was 1607 Capital Partners, an estimated $1.08M sold.
Based on aggregated 13F filings for Q2 2018.