Western Asset Inflation-Linked Income Fund
WIA
38 hedge funds and large institutions have $77.2M invested in Western Asset Inflation-Linked Income Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
9% more funds holding
Funds holding: 35 → 38 (+3)
7% more capital invested
Capital invested by funds: $72.4M → $77.2M (+$4.81M)
1.85% more ownership
Funds ownership: 21.33% → 23.18% (+1.9%)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$7.14M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$3.72M |
| 3 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$924K |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$617K |
| 5 |
SG Americas Securities
New York
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.09M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$599K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$523K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$509K |
| 5 |
Morgan Stanley
New York
|
-$425K |
WIA Hedge Fund Activity: Q4 2013 in Review
38 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2013, worth a combined $77.2M — up 6.6% from $72.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WIA positions and 5 closed out — a net gain of 3 holders — while 11 added to existing stakes and 13 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $7.14M. The largest seller was Bank of America, cutting an estimated $5.09M.
- 38 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2013, up from 35 in Q3 2013.
- Funds reported $77.2M of Western Asset Inflation-Linked Income Fund stock for Q4 2013, up 6.6% quarter-over-quarter.
- 8 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2013 and 5 closed out, a net change of +3 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2013 was 1607 Capital Partners, an estimated $7.14M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q4 2013 was Bank of America, an estimated $5.09M sold.
Based on aggregated 13F filings for Q4 2013.