Western Asset Inflation-Linked Income Fund
WIA
51 hedge funds and large institutions have $151M invested in Western Asset Inflation-Linked Income Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
8.74% more ownership
Funds ownership: 37.95% → 46.69% (+8.7%)
7% more capital invested
Capital invested by funds: $141M → $151M (+$9.85M)
4% less funds holding
Funds holding: 53 → 51 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wakefield Asset Management
Englewood,
Colorado
|
+$2.59M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$1.05M |
| 3 |
Morgan Stanley
New York
|
+$960K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$615K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$581K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$3.69M |
| 2 |
RVPG
Relative Value Partners Group
|
-$3.6M |
| 3 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
-$688K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$633K |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$514K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCA
51
Transcend Capital Advisors
Madison,
New Jersey
| – | -$688K | -53,795 | Closed |
|
|
RCM
52
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | -$514K | -40,074 | Closed |
|
|
CL
53
CSS LLC
Chicago,
Illinois
| – | -$259K | -20,223 | Closed |
|
|
RWM
54
RBA Wealth Management
Newport Beach,
California
| – | -$109K | -8,486 | Closed |
|
|
WAM
55
Wolverine Asset Management
Chicago,
Illinois
| – | -$52K | -4,075 | Closed |
|
56
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$17K | -1,300 | Closed |
|
|
EVM
57
Eaton Vance Management
Boston,
Massachusetts
| – | -$1K | -40 | Closed |
|
|
SPIA
58
Steward Partners Investment Advisory
New York
| – | -$13 | -1 | Closed |
|
59
Fidelity Investments
Boston,
Massachusetts
| – | +$13 | +1 | New |
|
WIA Hedge Fund Activity: Q2 2021 in Review
51 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q2 2021, worth a combined $151M — up 7% from $141M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of WIA and 7 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 16 added.
The largest buyer was Wakefield Asset Management, adding an estimated $2.59M. The largest seller was Karpus Investment Management, cutting an estimated $3.69M.
- 51 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q2 2021, down from 53 in Q1 2021.
- Funds reported $151M of Western Asset Inflation-Linked Income Fund stock for Q2 2021, up 7% quarter-over-quarter.
- 7 funds opened new Western Asset Inflation-Linked Income Fund positions in Q2 2021 and 9 closed out, a net change of -2 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q2 2021 was Wakefield Asset Management, an estimated $2.59M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q2 2021 was Karpus Investment Management, an estimated $3.69M sold.
Based on aggregated 13F filings for Q2 2021.