Western Asset Inflation-Linked Income Fund
WIA
50 hedge funds and large institutions have $95.9M invested in Western Asset Inflation-Linked Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
9% more capital invested
Capital invested by funds: $87.8M → $95.9M (+$8.02M)
2% more funds holding
Funds holding: 49 → 50 (+1)
1.05% more ownership
Funds ownership: 46.93% → 47.99% (+1.1%)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.41M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$450K |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$445K |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
+$330K |
| 5 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$284K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$585K |
| 2 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$486K |
| 3 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$399K |
| 4 |
RGC
Roberts, Glore & Co
Deerfield,
Illinois
|
-$353K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$348K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIA
51
Realta Investment Advisors
Wilmington,
Delaware
| – | -$399K | -49,787 | Closed |
|
|
GWM
52
Geneos Wealth Management
Englewood,
Colorado
| – | -$3.48K | -434 | Closed |
|
|
NA
53
NewEdge Advisors
New Orleans,
Louisiana
| – | -$3.43K | -428 | Closed |
|
54
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$303 | +37 | New |
|
WIA Hedge Fund Activity: Q3 2024 in Review
50 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q3 2024, worth a combined $95.9M — up 9.1% from $87.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WIA positions and 4 closed out — a net gain of 1 holder — while 14 added to existing stakes and 17 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $2.41M. The largest seller was Wolverine Asset Management, cutting an estimated $585K.
- 50 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q3 2024, up from 49 in Q2 2024.
- Funds reported $95.9M of Western Asset Inflation-Linked Income Fund stock for Q3 2024, up 9.1% quarter-over-quarter.
- 5 funds opened new Western Asset Inflation-Linked Income Fund positions in Q3 2024 and 4 closed out, a net change of +1 holder.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q3 2024 was Karpus Investment Management, an estimated $2.41M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q3 2024 was Wolverine Asset Management, an estimated $585K sold.
Based on aggregated 13F filings for Q3 2024.