Western Asset Inflation-Linked Income Fund
WIA
50 hedge funds and large institutions have $88M invested in Western Asset Inflation-Linked Income Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 7 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
0.46% less ownership
Funds ownership: 46.75% → 46.29% (-0.46%)
1% less capital invested
Capital invested by funds: $88.7M → $88M (-$621K)
9% less funds holding
Funds holding: 55 → 50 (-5)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.1M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$491K |
| 3 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
+$382K |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
+$308K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$254K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.87M |
| 2 |
EC
Elequin Capital
New York
|
-$290K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$248K |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$174K |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$153K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EC
51
Elequin Capital
New York
| – | -$290K | -35,696 | Closed |
|
|
52
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$174K | -21,441 | Closed |
|
|
53
Nomura Holdings
Tokyo,
Japan
| – | -$153K | -18,781 | Closed |
|
|
TFCP
54
Twin Focus Capital Partners
Boston,
Massachusetts
| – | -$93.4K | -11,500 | Closed |
|
|
AC
55
Almitas Capital
Santa Monica,
California
| – | -$84.3K | -10,379 | Closed |
|
56
JP Morgan Chase
New York
| – | -$14.3K | -1,755 | Closed |
|
|
WTA
57
Washington Trust Advisors
Wellesley,
Massachusetts
| – | -$4.06K | -500 | Closed |
|
WIA Hedge Fund Activity: Q1 2024 in Review
50 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q1 2024, worth a combined $88M — down 0.7% from $88.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of WIA and 3 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 17 added.
The largest buyer was Karpus Investment Management, adding an estimated $1.1M. The largest seller was Morgan Stanley, cutting an estimated $2.87M.
- 50 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q1 2024, down from 55 in Q4 2023.
- Funds reported $88M of Western Asset Inflation-Linked Income Fund stock for Q1 2024, down 0.7% quarter-over-quarter.
- 3 funds opened new Western Asset Inflation-Linked Income Fund positions in Q1 2024 and 7 closed out, a net change of -4 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q1 2024 was Karpus Investment Management, an estimated $1.1M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $2.87M sold.
Based on aggregated 13F filings for Q1 2024.