Western Asset Inflation-Linked Income Fund
WIA
43 hedge funds and large institutions have $86M invested in Western Asset Inflation-Linked Income Fund in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
5% more funds holding
Funds holding: 41 → 43 (+2)
0.13% less ownership
Funds ownership: 25.47% → 25.34% (-0.13%)
1% less capital invested
Capital invested by funds: $86.7M → $86M (-$673K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$2.29M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$1.29M |
| 3 |
HFS
HL Financial Services
Louisville,
Kentucky
|
+$775K |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$545K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$435K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$655K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$532K |
| 4 |
SG Americas Securities
New York
|
-$371K |
| 5 |
PIA
Peachtree Investment Advisors
Atlanta,
Georgia
|
-$339K |
WIA Hedge Fund Activity: Q1 2015 in Review
43 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q1 2015, worth a combined $86M — down 0.78% from $86.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WIA positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 11 trimmed.
The largest buyer was Icon Advisers, adding an estimated $2.29M. The largest seller was Wells Fargo, cutting an estimated $5.4M.
- 43 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q1 2015, up from 41 in Q4 2014.
- Funds reported $86M of Western Asset Inflation-Linked Income Fund stock for Q1 2015, down 0.78% quarter-over-quarter.
- 7 funds opened new Western Asset Inflation-Linked Income Fund positions in Q1 2015 and 5 closed out, a net change of +2 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q1 2015 was Icon Advisers, an estimated $2.29M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q1 2015 was Wells Fargo, an estimated $5.4M sold.
Based on aggregated 13F filings for Q1 2015.