Western Asset Inflation-Linked Income Fund
WIA
55 hedge funds and large institutions have $88.7M invested in Western Asset Inflation-Linked Income Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
12% more funds holding
Funds holding: 49 → 55 (+6)
10% more capital invested
Capital invested by funds: $80.2M → $88.7M (+$8.42M)
2.84% more ownership
Funds ownership: 43.91% → 46.75% (+2.8%)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.27M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.9M |
| 3 |
RF
RHS Financial
San Francisco,
California
|
+$574K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$394K |
| 5 |
EC
Elequin Capital
New York
|
+$271K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$336K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$335K |
| 3 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
-$176K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$174K |
| 5 |
IP
Ignite Planners
San Clemente,
California
|
-$103K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WTA
51
Washington Trust Advisors
Wellesley,
Massachusetts
| $4.06K | – | – | – |
|
52
Bessemer Group
Woodbridge,
New Jersey
| $4K | +$95 | +12 | +2% |
|
|
GWM
53
Geneos Wealth Management
Englewood,
Colorado
| $3.52K | – | – | – |
|
|
PP
54
PFS Partners
Mine Hill,
New Jersey
| $2.55K | – | – | – |
|
55
Comerica Bank
Dallas,
Texas
| $1.76K | -$1.26K | -159 | -42% |
|
|
IP
56
Ignite Planners
San Clemente,
California
| – | -$103K | -13,430 | Closed |
|
WIA Hedge Fund Activity: Q4 2023 in Review
55 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2023, worth a combined $88.7M — up 10% from $80.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WIA positions and 1 closed out — a net gain of 6 holders — while 17 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.27M. The largest seller was Janney Montgomery Scott, cutting an estimated $336K.
- 55 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2023, up from 49 in Q3 2023.
- Funds reported $88.7M of Western Asset Inflation-Linked Income Fund stock for Q4 2023, up 10% quarter-over-quarter.
- 7 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2023 and 1 closed out, a net change of +6 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $2.27M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q4 2023 was Janney Montgomery Scott, an estimated $336K sold.
Based on aggregated 13F filings for Q4 2023.