Western Asset Inflation-Linked Income Fund
WIA
50 hedge funds and large institutions have $147M invested in Western Asset Inflation-Linked Income Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 3 closing their positions.
0.73% less ownership
Funds ownership: 46.69% → 45.96% (-0.73%)
3% less capital invested
Capital invested by funds: $151M → $147M (-$4.71M)
2% less funds holding
Funds holding: 51 → 50 (-1)
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.13M |
| 2 |
Morgan Stanley
New York
|
+$1.31M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$922K |
| 4 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
+$783K |
| 5 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
+$275K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$4.58M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$2.04M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$817K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$210K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$143K |
WIA Hedge Fund Activity: Q3 2021 in Review
50 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q3 2021, worth a combined $147M — down 3.1% from $151M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WIA and 2 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 14 added.
The largest buyer was Sit Investment Associates, adding an estimated $2.13M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $4.58M sold.
- 50 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q3 2021, down from 51 in Q2 2021.
- Funds reported $147M of Western Asset Inflation-Linked Income Fund stock for Q3 2021, down 3.1% quarter-over-quarter.
- 2 funds opened new Western Asset Inflation-Linked Income Fund positions in Q3 2021 and 3 closed out, a net change of -1 holder.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q3 2021 was Sit Investment Associates, an estimated $2.13M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q3 2021 was Relative Value Partners Group, an estimated $4.58M sold.
Based on aggregated 13F filings for Q3 2021.