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WIA

Western Asset Inflation-Linked Income Fund

51 hedge funds and large institutions have $128M invested in Western Asset Inflation-Linked Income Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

6% more funds holding

Funds holding: 4851 (+3)

2.07% more ownership

Funds ownership: 36.79%38.86% (+2.1%)

4% more capital invested

Capital invested by funds: $123M → $128M (+$4.97M)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
6M
51
6 Meridian
Kansas
-$394K -34,449 Closed
SPIA
52
Steward Partners Investment Advisory
New York
+$80 +7 New

WIA Hedge Fund Activity: Q3 2018 in Review

51 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q3 2018, worth a combined $128M — up 4.1% from $123M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WIA positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.2M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.25M.

  • 51 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q3 2018, up from 48 in Q2 2018.
  • Funds reported $128M of Western Asset Inflation-Linked Income Fund stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 6 funds opened new Western Asset Inflation-Linked Income Fund positions in Q3 2018 and 2 closed out, a net change of +4 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q3 2018 was Sit Investment Associates, an estimated $3.2M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q3 2018 was Rivernorth Capital Management, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2018.