Western Asset Inflation-Linked Income Fund
WIA
60 hedge funds and large institutions have $149M invested in Western Asset Inflation-Linked Income Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
8% more capital invested
Capital invested by funds: $138M → $149M (+$10.9M)
3% more funds holding
Funds holding: 58 → 60 (+2)
1.92% more ownership
Funds ownership: 42.3% → 44.22% (+1.9%)
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$5.6M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.74M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.04M |
| 5 |
TFCP
Twin Focus Capital Partners
Boston,
Massachusetts
|
+$590K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.04M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
-$988K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$986K |
| 4 |
WAM
Wakefield Asset Management
Englewood,
Colorado
|
-$487K |
| 5 |
Jane Street
New York
|
-$339K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of Montreal
Toronto,
Ontario, Canada
| $15K | – | – | – |
|
|
AG
52
Advisor Group
Phoenix,
Arizona
| $12K | – | – | – |
|
|
FHA
53
Flagship Harbor Advisors
Boston,
Massachusetts
| $11K | – | – | – |
|
54
Fifth Third Bancorp
Cincinnati,
Ohio
| $9K | +$8.4K | +750 | New |
|
|
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 | – | – | – |
|
|
RCM
59
Rivernorth Capital Management
West Palm Beach,
Florida
| $1.09K | +$1.04M | +93,179 | New |
|
|
60
Geode Capital Management
Boston,
Massachusetts
| – | -$988K | -88,152 | Closed |
|
|
61
Jane Street
New York
| – | -$339K | -30,280 | Closed |
|
62
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$123K | -10,956 | Closed |
|
|
MIM
63
Macroview Investment Management
Bethesda,
Maryland
| – | -$13K | -1,175 | Closed |
|
64
Fidelity Investments
Boston,
Massachusetts
| – | +$11 | +1 | New |
|
WIA Hedge Fund Activity: Q2 2019 in Review
60 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q2 2019, worth a combined $149M — up 7.9% from $138M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WIA positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 19 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $5.6M. The largest seller was Bank of America, cutting an estimated $1.04M.
- 60 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q2 2019, up from 58 in Q1 2019.
- Funds reported $149M of Western Asset Inflation-Linked Income Fund stock for Q2 2019, up 7.9% quarter-over-quarter.
- 7 funds opened new Western Asset Inflation-Linked Income Fund positions in Q2 2019 and 4 closed out, a net change of +3 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q2 2019 was Sit Investment Associates, an estimated $5.6M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q2 2019 was Bank of America, an estimated $1.04M sold.
Based on aggregated 13F filings for Q2 2019.