Western Asset Inflation-Linked Income Fund
WIA
55 hedge funds and large institutions have $97.9M invested in Western Asset Inflation-Linked Income Fund in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
10% more funds holding
Funds holding: 50 → 55 (+5)
2% less ownership
Funds ownership: 45.1% → 43.1% (-2%)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
20% less capital invested
Capital invested by funds: $122M → $97.9M (-$24.3M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.21M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.12M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$399K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$392K |
| 5 |
MC
Matisse Capital
Portland,
Oregon
|
+$384K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.49M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$2.48M |
| 3 |
WAM
Wakefield Asset Management
Englewood,
Colorado
|
-$1.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.07M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$584K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
51
Highlander Capital Management
Short Hills,
New Jersey
| $5K | – | – | – |
|
|
WTA
52
Washington Trust Advisors
Wellesley,
Massachusetts
| $5K | – | – | – |
|
53
Bessemer Group
Woodbridge,
New Jersey
| $5K | +$618 | +58 | +12% |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
CPC
55
Congress Park Capital
Saratoga Springs,
New York
| – | -$572K | -48,890 | Closed |
|
56
Koshinski Asset Management
Decatur,
Illinois
| – | -$30.4K | -2,600 | Closed |
|
57
Rockefeller Capital Management
New York
| – | +$213 | +20 | New |
|
WIA Hedge Fund Activity: Q2 2022 in Review
55 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q2 2022, worth a combined $97.9M — down 20% from $122M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WIA positions and 3 closed out — a net gain of 6 holders — while 17 added to existing stakes and 19 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $2.21M. The largest seller was Morgan Stanley, cutting an estimated $2.49M.
- 55 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q2 2022, up from 50 in Q1 2022.
- Funds reported $97.9M of Western Asset Inflation-Linked Income Fund stock for Q2 2022, down 20% quarter-over-quarter.
- 9 funds opened new Western Asset Inflation-Linked Income Fund positions in Q2 2022 and 3 closed out, a net change of +6 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q2 2022 was Integrated Wealth Concepts, an estimated $2.21M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q2 2022 was Morgan Stanley, an estimated $2.49M sold.
Based on aggregated 13F filings for Q2 2022.