Western Asset Inflation-Linked Income Fund
WIA
41 hedge funds and large institutions have $86.7M invested in Western Asset Inflation-Linked Income Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
11% more funds holding
Funds holding: 37 → 41 (+4)
0.97% less ownership
Funds ownership: 26.45% → 25.47% (-0.97%)
3% less capital invested
Capital invested by funds: $89.2M → $86.7M (-$2.53M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$3.44M |
| 2 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$702K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$530K |
| 4 |
GWI
Grace & White Inc
Ny,
New York
|
+$492K |
| 5 |
SG Americas Securities
New York
|
+$370K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$7.52M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.02M |
| 3 |
EML
Eos Management LP
New York
|
-$848K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$493K |
| 5 |
PIA
Peachtree Investment Advisors
Atlanta,
Georgia
|
-$183K |
WIA Hedge Fund Activity: Q4 2014 in Review
41 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2014, worth a combined $86.7M — down 2.8% from $89.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WIA positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Financial & Investment Management Group, adding an estimated $3.44M. The largest seller was Wells Fargo, cutting an estimated $7.52M.
- 41 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2014, up from 37 in Q3 2014.
- Funds reported $86.7M of Western Asset Inflation-Linked Income Fund stock for Q4 2014, down 2.8% quarter-over-quarter.
- 8 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2014 and 2 closed out, a net change of +6 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2014 was Financial & Investment Management Group, an estimated $3.44M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q4 2014 was Wells Fargo, an estimated $7.52M sold.
Based on aggregated 13F filings for Q4 2014.