Western Asset Inflation-Linked Income Fund
WIA
58 hedge funds and large institutions have $138M invested in Western Asset Inflation-Linked Income Fund in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
13% more capital invested
Capital invested by funds: $123M → $138M (+$15.5M)
9% more funds holding
Funds holding: 53 → 58 (+5)
2.57% more ownership
Funds ownership: 39.74% → 42.3% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.79M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.21M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$987K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$965K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$861K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$829K |
| 2 |
Morgan Stanley
New York
|
-$271K |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$157K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$152K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$73K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of Montreal
Toronto,
Ontario, Canada
| $15K | – | – | – |
|
|
MIM
52
Macroview Investment Management
Bethesda,
Maryland
| $13K | +$12.9K | +1,175 | New |
|
|
AG
53
Advisor Group
Phoenix,
Arizona
| $12K | – | – | – |
|
|
FHA
54
Flagship Harbor Advisors
Boston,
Massachusetts
| $11K | +$44 | +4 | +0.4% |
|
|
FCA
55
FinTrust Capital Advisors
Greenville,
South Carolina
| $6K | – | – | – |
|
|
HCM
56
Highlander Capital Management
Short Hills,
New Jersey
| $6K | – | – | – |
|
|
QCIG
57
Quad-Cities Investment Group
Davenport,
Iowa
| $4K | – | – | – |
|
|
WEC
58
Winslow Evans & Crocker
Boston,
Massachusetts
| $2K | – | – | – |
|
|
WAM
59
Weiss Asset Management
Boston,
Massachusetts
| – | -$157K | -14,790 | Closed |
|
|
60
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$73K | -6,897 | Closed |
|
61
Citigroup
New York
| – | -$9K | -806 | Closed |
|
WIA Hedge Fund Activity: Q1 2019 in Review
58 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q1 2019, worth a combined $138M — up 13% from $123M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WIA positions and 3 closed out — a net gain of 7 holders — while 18 added to existing stakes and 14 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $1.79M. The largest seller was Bank of America, cutting an estimated $829K.
- 58 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q1 2019, up from 53 in Q4 2018.
- Funds reported $138M of Western Asset Inflation-Linked Income Fund stock for Q1 2019, up 13% quarter-over-quarter.
- 10 funds opened new Western Asset Inflation-Linked Income Fund positions in Q1 2019 and 3 closed out, a net change of +7 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q1 2019 was Karpus Investment Management, an estimated $1.79M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q1 2019 was Bank of America, an estimated $829K sold.
Based on aggregated 13F filings for Q1 2019.