Western Asset Inflation-Linked Income Fund
WIA
49 hedge funds and large institutions have $80.2M invested in Western Asset Inflation-Linked Income Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 8 closing their positions.
0.86% more ownership
Funds ownership: 43.05% → 43.91% (+0.86%)
3% less capital invested
Capital invested by funds: $82.9M → $80.2M (-$2.68M)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
2% less funds holding
Funds holding: 50 → 49 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.5M |
| 2 |
RF
RHS Financial
San Francisco,
California
|
+$721K |
| 3 |
Morgan Stanley
New York
|
+$443K |
| 4 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
+$392K |
| 5 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$344K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.96M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$567K |
| 3 |
HF
HRT Financial
New York
|
-$274K |
| 4 |
RGC
Roberts, Glore & Co
Deerfield,
Illinois
|
-$245K |
| 5 |
Jane Street
New York
|
-$143K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Jane Street
New York
| – | -$143K | -17,359 | Closed |
|
|
NA
52
NewEdge Advisors
New Orleans,
Louisiana
| – | -$104K | -12,600 | Closed |
|
|
LCM
53
Landscape Capital Management
Englewood,
New Jersey
| – | -$98.8K | -11,964 | Closed |
|
|
RJA
54
Raymond James & Associates
St Petersburg,
Florida
| – | -$97.5K | -11,809 | Closed |
|
|
TW
55
Transform Wealth
Greenwood Village,
Colorado
| – | -$92.5K | -11,200 | Closed |
|
|
CYG
56
Clean Yield Group
Norwich,
Vermont
| – | -$57.7K | -7,000 | Closed |
|
|
EWA
57
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$182 | -22 | Closed |
|
WIA Hedge Fund Activity: Q3 2023 in Review
49 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q3 2023, worth a combined $80.2M — down 3.2% from $82.9M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of WIA and 7 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 14 added.
The largest buyer was Karpus Investment Management, adding an estimated $2.5M. The largest seller was Bank of America, cutting an estimated $1.96M.
- 49 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q3 2023, down from 50 in Q2 2023.
- Funds reported $80.2M of Western Asset Inflation-Linked Income Fund stock for Q3 2023, down 3.2% quarter-over-quarter.
- 7 funds opened new Western Asset Inflation-Linked Income Fund positions in Q3 2023 and 8 closed out, a net change of -1 holder.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q3 2023 was Karpus Investment Management, an estimated $2.5M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q3 2023 was Bank of America, an estimated $1.96M sold.
Based on aggregated 13F filings for Q3 2023.