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WIA

Western Asset Inflation-Linked Income Fund
WIA

30 hedge funds and large institutions have $68.7M invested in Western Asset Inflation-Linked Income Fund in 2013 Q2 according to their latest regulatory filings, with 30 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

19.71% more ownership

Funds ownership: 0% → 19.71% (+20%)

Holders
30
Holders Change
+30
Holders Change %
–
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$32M +$34.9M +2,671,888 New
Bank of America
2
Bank of America
North Carolina
$7.62M +$8.33M +636,809 New
1CP
3
1607 Capital Partners
Virginia
$5.6M +$6.12M +468,299 New
Invesco
4
Invesco
Georgia
$5.53M +$6.05M +462,421 New
Morgan Stanley
5
Morgan Stanley
New York
$4.84M +$5.29M +404,431 New
KIM
6
Karpus Investment Management
New York
$4.13M +$4.51M +344,954 New
U
7
UBS
Switzerland
$1.57M +$1.72M +131,610 New
CA
8
Cornerstone Advisors
North Carolina
$1.15M +$1.26M +96,497 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.02M +$1.12M +85,278 New
FIMG
10
Financial & Investment Management Group
Michigan
$953K +$1.04M +79,690 New
TC
11
TFS Capital
Pennsylvania
$840K +$918K +70,232 New
PPA
12
Parametric Portfolio Associates
Washington
$586K +$641K +48,993 New
GC
13
Guggenheim Capital
Illinois
$515K +$563K +43,032 New
DA
14
Doliver Advisors
Texas
$439K +$480K +36,689 New
PR
15
Payden & Rygel
California
$348K +$381K +29,100 New
LPL Financial
16
LPL Financial
California
$337K +$369K +28,189 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$310K +$339K +25,896 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$144K +$157K +12,000 New
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$136K +$148K +11,345 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$122K +$133K +10,175 New
Citigroup
21
Citigroup
New York
$122K +$134K +10,272 New
AA
22
Ancora Advisors
Ohio
$120K +$131K +10,000 New
SHA
23
Smith Hayes Advisers
Nebraska
$120K +$131K +10,000 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$87K +$95.1K +7,270 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$67K +$73K +5,579 New
1
2

WIA Hedge Fund Activity: Q2 2013 in Review

30 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q2 2013, worth a combined $68.7M.

Buyers outnumbered sellers: 30 funds opened new WIA positions and 0 closed out — a net gain of 30 holders — while 0 added to existing stakes and 0 trimmed.

  • 30 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $68.7M of Western Asset Inflation-Linked Income Fund stock for Q2 2013.
  • 30 funds opened new Western Asset Inflation-Linked Income Fund positions in Q2 2013 and 0 closed out, a net change of +30 holders.

Based on aggregated 13F filings for Q2 2013.