Western Asset Inflation-Linked Income Fund
WIA
59 hedge funds and large institutions have $85M invested in Western Asset Inflation-Linked Income Fund in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
26% more funds holding
Funds holding: 47 → 59 (+12)
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.09% less ownership
Funds ownership: 43.41% → 42.31% (-1.1%)
6% less capital invested
Capital invested by funds: $90.7M → $85M (-$5.65M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$20.2M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.22M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$440K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$294K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$269K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$21.7M |
| 2 |
Morgan Stanley
New York
|
-$2.08M |
| 3 |
WAM
Wakefield Asset Management
Englewood,
Colorado
|
-$1.47M |
| 4 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
-$279K |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$225K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
51
Accel Wealth Management
Waverly,
Iowa
| $15.2K | – | – | – |
|
|
RA
52
Rise Advisors
Rochester,
New York
| $14.5K | +$602 | +68 | +4% |
|
|
PP
53
PFS Partners
Mine Hill,
New Jersey
| $7.71K | +$204 | +23 | +3% |
|
54
JP Morgan Chase
New York
| $7K | +$7.52K | +850 | New |
|
55
Bessemer Group
Woodbridge,
New Jersey
| $5K | +$5.01K | +566 | New |
|
|
WTA
56
Washington Trust Advisors
Wellesley,
Massachusetts
| $4.3K | – | – | – |
|
|
HCM
57
Highlander Capital Management
Short Hills,
New Jersey
| $4K | – | – | – |
|
|
IA
58
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
EWA
59
EverSource Wealth Advisors
Birmingham,
Alabama
| $189 | – | – | – |
|
|
AAS
60
Avantax Advisory Services
Dallas,
Texas
| – | -$117K | -13,042 | Closed |
|
|
FWM
61
Foresight Wealth Management
Draper,
Utah
| – | -$92K | -10,256 | Closed |
|
|
GI
62
Gradient Investments
Arden Hills,
Minnesota
| – | -$1K | -141 | Closed |
|
WIA Hedge Fund Activity: Q4 2022 in Review
59 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2022, worth a combined $85M — down 6.2% from $90.7M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new WIA positions and 3 closed out — a net gain of 13 holders — while 17 added to existing stakes and 15 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $20.2M. The largest seller was Sit Investment Associates, cutting an estimated $21.7M.
- 59 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2022, up from 47 in Q3 2022.
- Funds reported $85M of Western Asset Inflation-Linked Income Fund stock for Q4 2022, down 6.2% quarter-over-quarter.
- 16 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2022 and 3 closed out, a net change of +13 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $20.2M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q4 2022 was Sit Investment Associates, an estimated $21.7M sold.
Based on aggregated 13F filings for Q4 2022.