Western Asset Inflation-Linked Income Fund
WIA
46 hedge funds and large institutions have $138M invested in Western Asset Inflation-Linked Income Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
1.04% less ownership
Funds ownership: 45.96% → 44.92% (-1%)
6% less capital invested
Capital invested by funds: $147M → $138M (-$8.86M)
8% less funds holding
Funds holding: 50 → 46 (-4)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$7.72M |
| 2 |
Morgan Stanley
New York
|
+$1.17M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$251K |
| 4 |
WAM
Wakefield Asset Management
Englewood,
Colorado
|
+$240K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$175K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$12.3M |
| 2 |
WCA
Windsor Creek Advisors
Bethel,
Vermont
|
-$374K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$142K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$121K |
| 5 |
CYG
Clean Yield Group
Norwich,
Vermont
|
-$90.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
51
Spire Wealth Management
Mclean,
Virginia
| – | -$50K | -3,650 | Closed |
|
52
Citigroup
New York
| – | -$24K | -1,796 | Closed |
|
|
WT
53
Washington Trust
Westerly,
Rhode Island
| – | -$7K | -500 | Closed |
|
|
AWA
54
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$2K | -190 | Closed |
|
WIA Hedge Fund Activity: Q4 2021 in Review
46 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2021, worth a combined $138M — down 6% from $147M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of WIA and 5 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 14 added.
The largest buyer was Sit Investment Associates, adding an estimated $7.72M. The largest seller was Karpus Investment Management, cutting an estimated $12.3M.
- 46 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2021, down from 50 in Q3 2021.
- Funds reported $138M of Western Asset Inflation-Linked Income Fund stock for Q4 2021, down 6% quarter-over-quarter.
- 5 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2021 and 9 closed out, a net change of -4 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $7.72M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q4 2021 was Karpus Investment Management, an estimated $12.3M sold.
Based on aggregated 13F filings for Q4 2021.