Western Asset Inflation-Linked Income Fund
WIA
50 hedge funds and large institutions have $122M invested in Western Asset Inflation-Linked Income Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
9% more funds holding
Funds holding: 46 → 50 (+4)
0.18% more ownership
Funds ownership: 44.92% → 45.1% (+0.18%)
11% less capital invested
Capital invested by funds: $138M → $122M (-$15.6M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$689K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$675K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$491K |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$375K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$332K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.32M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$944K |
| 3 |
LCS
Levin Capital Strategies
New York
|
-$670K |
| 4 |
FWM
Foresight Wealth Management
Draper,
Utah
|
-$379K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$355K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWM
51
Foresight Wealth Management
Draper,
Utah
| – | -$379K | -28,638 | Closed |
|
|
PAG
52
Private Advisor Group
Morristown,
New Jersey
| – | -$138K | -10,390 | Closed |
|
|
WT
53
Whittier Trust
South Pasadena,
California
| – | -$6K | -459 | Closed |
|
54
Fidelity Investments
Boston,
Massachusetts
| – | +$12 | +1 | New |
|
WIA Hedge Fund Activity: Q1 2022 in Review
50 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q1 2022, worth a combined $122M — down 11% from $138M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WIA positions and 4 closed out — a net gain of 5 holders — while 19 added to existing stakes and 11 trimmed.
The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $689K. The largest seller was Sit Investment Associates, cutting an estimated $1.32M.
- 50 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q1 2022, up from 46 in Q4 2021.
- Funds reported $122M of Western Asset Inflation-Linked Income Fund stock for Q1 2022, down 11% quarter-over-quarter.
- 9 funds opened new Western Asset Inflation-Linked Income Fund positions in Q1 2022 and 4 closed out, a net change of +5 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q1 2022 was Wolverine Asset Management, an estimated $689K added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q1 2022 was Sit Investment Associates, an estimated $1.32M sold.
Based on aggregated 13F filings for Q1 2022.