Western Asset Inflation-Linked Income Fund
WIA
50 hedge funds and large institutions have $82.9M invested in Western Asset Inflation-Linked Income Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 5 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
2% more funds holding
Funds holding: 49 → 50 (+1)
0.96% more ownership
Funds ownership: 42.1% → 43.05% (+0.96%)
2% less capital invested
Capital invested by funds: $84.9M → $82.9M (-$1.97M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$4.01M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$389K |
| 3 |
HF
HRT Financial
New York
|
+$284K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$251K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$155K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.93M |
| 2 |
Morgan Stanley
New York
|
-$220K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$214K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$207K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$109K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Invesco
Atlanta,
Georgia
| – | -$2.93M | -338,265 | Closed |
|
|
PHS
52
Pekin Hardy Strauss
Chicago,
Illinois
| – | -$95.8K | -11,076 | Closed |
|
|
AWM
53
Accel Wealth Management
Waverly,
Iowa
| – | -$15.2K | -1,760 | Closed |
|
|
RA
54
Rise Advisors
Rochester,
New York
| – | -$15K | -1,739 | Closed |
|
55
JP Morgan Chase
New York
| – | -$13K | -1,465 | Closed |
|
WIA Hedge Fund Activity: Q2 2023 in Review
50 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q2 2023, worth a combined $82.9M — down 2.3% from $84.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new WIA positions and 5 closed out — a net gain of 1 holder — while 17 added to existing stakes and 14 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $4.01M. The largest seller was Invesco, exiting entirely with an estimated $2.93M sold.
- 50 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q2 2023, up from 49 in Q1 2023.
- Funds reported $82.9M of Western Asset Inflation-Linked Income Fund stock for Q2 2023, down 2.3% quarter-over-quarter.
- 6 funds opened new Western Asset Inflation-Linked Income Fund positions in Q2 2023 and 5 closed out, a net change of +1 holder.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q2 2023 was Karpus Investment Management, an estimated $4.01M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q2 2023 was Invesco, an estimated $2.93M sold.
Based on aggregated 13F filings for Q2 2023.