Western Asset Inflation-Linked Income Fund
WIA
36 hedge funds and large institutions have $91.7M invested in Western Asset Inflation-Linked Income Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.
10% more capital invested
Capital invested by funds: $83.1M → $91.7M (+$8.63M)
1.34% more ownership
Funds ownership: 24.38% → 25.72% (+1.3%)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
3% less funds holding
Funds holding: 37 → 36 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.79M |
| 2 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$2M |
| 3 |
EML
Eos Management LP
New York
|
+$1.3M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$779K |
| 5 |
HFS
HL Financial Services
Louisville,
Kentucky
|
+$687K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$835K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$668K |
| 3 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$592K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$429K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$407K |
WIA Hedge Fund Activity: Q2 2014 in Review
36 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q2 2014, worth a combined $91.7M — up 10% from $83.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of WIA and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 11 added.
The largest buyer was 1607 Capital Partners, adding an estimated $2.79M. The largest seller was Wells Fargo, cutting an estimated $835K.
- 36 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q2 2014, down from 37 in Q1 2014.
- Funds reported $91.7M of Western Asset Inflation-Linked Income Fund stock for Q2 2014, up 10% quarter-over-quarter.
- 3 funds opened new Western Asset Inflation-Linked Income Fund positions in Q2 2014 and 4 closed out, a net change of -1 holder.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q2 2014 was 1607 Capital Partners, an estimated $2.79M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q2 2014 was Wells Fargo, an estimated $835K sold.
Based on aggregated 13F filings for Q2 2014.