We are live on ! Find out more
WIA

Western Asset Inflation-Linked Income Fund
WIA

58 hedge funds and large institutions have $153M invested in Western Asset Inflation-Linked Income Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

9% more funds holding

Funds holding: 53 → 58 (+5)

11.25% less ownership

Funds ownership: 49.85% → 38.6% (-11%)

13% less capital invested

Capital invested by funds: $177M → $153M (-$23.6M)

50% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 22

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
11
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.21M
2
Morgan Stanley
Morgan Stanley
New York
+$1.88M
3
Nomura Holdings
Nomura Holdings
Japan
+$1.6M
4
PHS
Pekin Hardy Strauss
Illinois
+$822K
5
LCS
Levin Capital Strategies
New York
+$741K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$35.9M
2
RVPG
Relative Value Partners Group
-$2.75M
3
SCM
Saba Capital Management
New York
-$2.06M
4
RCM
Rivernorth Capital Management
Florida
-$1.65M
5
Wells Fargo
Wells Fargo
California
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
51
Highlander Capital Management
New Jersey
$7K – – –
WT
52
Whittier Trust
California
$7K – – –
PWPS
53
Pinnacle Wealth Planning Services
Ohio
$7K +$6.3K +494 New
AL
54
ADE LLC
Maryland
$7K +$6.73K +527 New
AWA
55
Arkadios Wealth Advisors
Georgia
$6K +$6.04K +473 New
FIA
56
FNY Investment Advisers
New York
$3K +$3.02K +237 New
WEC
57
Winslow Evans & Crocker
Massachusetts
$1K – – –
SCM
58
Saba Capital Management
New York
– -$2.06M -168,954 Closed
RCM
59
Rivernorth Capital Management
Florida
– -$1.65M -135,541 Closed
AL
60
Arnhold LLC
New York
– -$520K -42,711 Closed
BFM
61
Boothbay Fund Management
New York
– -$472K -38,756 Closed
US Bancorp
62
US Bancorp
Minnesota
– -$309K -25,339 Closed
CRC
63
Curi RMB Capital
Illinois
– -$143K -11,700 Closed
WAM
64
Wolverine Asset Management
Illinois
– -$39K -3,275 Closed
Barclays
65
Barclays
United Kingdom
– -$14K -1,003 Closed
FHA
66
Flagship Harbor Advisors
Massachusetts
– -$4K -354 Closed
SFS
67
Sowell Financial Services
Arkansas
– +$191 +15 New
1 2
3

WIA Hedge Fund Activity: Q4 2020 in Review

58 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2020, worth a combined $153M — down 13% from $177M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WIA positions and 9 closed out — a net gain of 6 holders — while 11 added to existing stakes and 22 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.21M. The largest seller was Karpus Investment Management, cutting an estimated $35.9M.

  • 58 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2020, up from 53 in Q3 2020.
  • Funds reported $153M of Western Asset Inflation-Linked Income Fund stock for Q4 2020, down 13% quarter-over-quarter.
  • 15 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2020 and 9 closed out, a net change of +6 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2020 was Sit Investment Associates, an estimated $3.21M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q4 2020 was Karpus Investment Management, an estimated $35.9M sold.

Based on aggregated 13F filings for Q4 2020.