Western Asset Inflation-Linked Income Fund
WIA
53 hedge funds and large institutions have $141M invested in Western Asset Inflation-Linked Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 11 closing their positions.
0.65% less ownership
Funds ownership: 38.6% → 37.95% (-0.65%)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
8% less capital invested
Capital invested by funds: $153M → $141M (-$12M)
9% less funds holding
Funds holding: 58 → 53 (-5)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.03M |
| 2 |
Morgan Stanley
New York
|
+$1.32M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$871K |
| 4 |
CPC
Congress Park Capital
Saratoga Springs,
New York
|
+$319K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$306K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.97M |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
-$1.7M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.55M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$806K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$632K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EVM
51
Eaton Vance Management
Boston,
Massachusetts
| $1K | +$516 | +40 | New |
|
|
SPIA
52
Steward Partners Investment Advisory
New York
| $13 | +$13 | +1 | New |
|
|
53
Nomura Holdings
Tokyo,
Japan
| – | -$1.7M | -125,000 | Closed |
|
|
1CP
54
1607 Capital Partners
Richmond,
Virginia
| – | -$1.55M | -113,396 | Closed |
|
55
Cerity Partners
New York
| – | -$289K | -21,187 | Closed |
|
|
KAM
56
Knightsbridge Asset Management
Newport Beach,
California
| – | -$177K | -13,595 | Closed |
|
57
MML Investors Services
Springfield,
Massachusetts
| – | -$159K | -11,664 | Closed |
|
|
CYG
58
Clean Yield Group
Norwich,
Vermont
| – | -$102K | -7,500 | Closed |
|
59
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$41K | -3,000 | Closed |
|
|
CB
60
Community Bank
Dewitt,
New York
| – | -$9K | -654 | Closed |
|
|
AL
61
ADE LLC
Baltimore,
Maryland
| – | -$7K | -527 | Closed |
|
|
PWPS
62
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$7K | -494 | Closed |
|
|
FIA
63
FNY Investment Advisers
New York
| – | -$3K | -237 | Closed |
|
|
SFS
64
Sowell Financial Services
North Little Rock,
Arkansas
| – | +$26 | +2 | +13% |
|
WIA Hedge Fund Activity: Q1 2021 in Review
53 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q1 2021, worth a combined $141M — down 7.8% from $153M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of WIA and 8 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 15 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $2.03M. The largest seller was Bank of America, cutting an estimated $1.97M.
- 53 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q1 2021, down from 58 in Q4 2020.
- Funds reported $141M of Western Asset Inflation-Linked Income Fund stock for Q1 2021, down 7.8% quarter-over-quarter.
- 8 funds opened new Western Asset Inflation-Linked Income Fund positions in Q1 2021 and 11 closed out, a net change of -3 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $2.03M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q1 2021 was Bank of America, an estimated $1.97M sold.
Based on aggregated 13F filings for Q1 2021.