Western Asset Inflation-Linked Income Fund
WIA
47 hedge funds and large institutions have $90.7M invested in Western Asset Inflation-Linked Income Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 10 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
0.3% more ownership
Funds ownership: 43.1% → 43.41% (+0.3%)
7% less capital invested
Capital invested by funds: $97.9M → $90.7M (-$7.24M)
15% less funds holding
Funds holding: 55 → 47 (-8)
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.12M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.1M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$909K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$293K |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.75M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$392K |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
-$353K |
| 4 |
H6H
Hightower 6M Holding
Wichita,
Kansas
|
-$307K |
| 5 |
RGC
Roberts, Glore & Co
Deerfield,
Illinois
|
-$251K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
51
Wolverine Asset Management
Chicago,
Illinois
| – | -$208K | -21,276 | Closed |
|
|
SFS
52
Shaker Financial Services
Arlington,
Virginia
| – | -$157K | -16,100 | Closed |
|
|
DADC
53
D.A. Davidson & Co
Great Falls,
Montana
| – | -$139K | -14,233 | Closed |
|
54
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$45K | -4,569 | Closed |
|
55
Bessemer Group
Woodbridge,
New Jersey
| – | -$5.54K | -553 | Closed |
|
|
EWA
56
EverSource Wealth Advisors
Birmingham,
Alabama
| – | +$221 | +22 | New |
|
WIA Hedge Fund Activity: Q3 2022 in Review
47 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q3 2022, worth a combined $90.7M — down 7.4% from $97.9M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of WIA and 3 opened new positions — a net loss of 7 holders — while 12 trimmed existing stakes and 20 added.
The largest buyer was Sit Investment Associates, adding an estimated $2.12M. The largest seller was Morgan Stanley, cutting an estimated $1.75M.
- 47 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q3 2022, down from 55 in Q2 2022.
- Funds reported $90.7M of Western Asset Inflation-Linked Income Fund stock for Q3 2022, down 7.4% quarter-over-quarter.
- 3 funds opened new Western Asset Inflation-Linked Income Fund positions in Q3 2022 and 10 closed out, a net change of -7 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q3 2022 was Sit Investment Associates, an estimated $2.12M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q3 2022 was Morgan Stanley, an estimated $1.75M sold.
Based on aggregated 13F filings for Q3 2022.