Western Asset Inflation-Linked Income Fund
WIA
53 hedge funds and large institutions have $123M invested in Western Asset Inflation-Linked Income Fund in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
4% more funds holding
Funds holding: 51 → 53 (+2)
0.88% more ownership
Funds ownership: 38.86% → 39.74% (+0.88%)
4% less capital invested
Capital invested by funds: $128M → $123M (-$4.9M)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$10.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.13M |
| 3 |
RGC
Roberts, Glore & Co
Deerfield,
Illinois
|
+$1.83M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$986K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$442K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$8.39M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.11M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.73M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.54M |
| 5 |
Morgan Stanley
New York
|
-$1.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
51
Highlander Capital Management
Short Hills,
New Jersey
| $5K | – | – | – |
|
|
QCIG
52
Quad-Cities Investment Group
Davenport,
Iowa
| $3K | – | – | – |
|
|
WEC
53
Winslow Evans & Crocker
Boston,
Massachusetts
| $2K | – | – | – |
|
|
RCM
54
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$8.39M | -745,377 | Closed |
|
|
COLIM
55
City of London Investment Management
London,
United Kingdom
| – | -$1.54M | -136,563 | Closed |
|
|
DA
56
Doliver Advisors
Houston,
Texas
| – | -$186K | -16,540 | Closed |
|
57
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$154K | -13,747 | Closed |
|
|
WC
58
Whitney & Co
Rochester,
New York
| – | -$38K | -3,500 | Closed |
|
|
NFG
59
Next Financial Group
Houston,
Texas
| – | -$10K | -870 | Closed |
|
WIA Hedge Fund Activity: Q4 2018 in Review
53 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2018, worth a combined $123M — down 3.8% from $128M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WIA positions and 7 closed out — a net gain of 2 holders — while 14 added to existing stakes and 17 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $10.7M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $8.39M sold.
- 53 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2018, up from 51 in Q3 2018.
- Funds reported $123M of Western Asset Inflation-Linked Income Fund stock for Q4 2018, down 3.8% quarter-over-quarter.
- 9 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2018 and 7 closed out, a net change of +2 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2018 was Sit Investment Associates, an estimated $10.7M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q4 2018 was Rivernorth Capital Management, an estimated $8.39M sold.
Based on aggregated 13F filings for Q4 2018.