Western Asset Inflation-Linked Income Fund
WIA
37 hedge funds and large institutions have $83.1M invested in Western Asset Inflation-Linked Income Fund in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 4 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 6
8% more capital invested
Capital invested by funds: $77.2M → $83.1M (+$5.88M)
1.19% more ownership
Funds ownership: 23.18% → 24.38% (+1.2%)
3% less funds holding
Funds holding: 38 → 37 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.28M |
| 2 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$993K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$693K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$613K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$502K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$777K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$350K |
| 3 |
VAM
Visium Asset Management
New York
|
-$327K |
| 4 |
SG Americas Securities
New York
|
-$248K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$128K |
WIA Hedge Fund Activity: Q1 2014 in Review
37 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q1 2014, worth a combined $83.1M — up 7.6% from $77.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of WIA and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 20 added.
The largest buyer was Karpus Investment Management, adding an estimated $2.28M. The largest seller was TFS Capital, exiting entirely with an estimated $777K sold.
- 37 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q1 2014, down from 38 in Q4 2013.
- Funds reported $83.1M of Western Asset Inflation-Linked Income Fund stock for Q1 2014, up 7.6% quarter-over-quarter.
- 3 funds opened new Western Asset Inflation-Linked Income Fund positions in Q1 2014 and 4 closed out, a net change of -1 holder.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q1 2014 was Karpus Investment Management, an estimated $2.28M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q1 2014 was TFS Capital, an estimated $777K sold.
Based on aggregated 13F filings for Q1 2014.