Western Asset Inflation-Linked Income Fund
WIA
37 hedge funds and large institutions have $91.1M invested in Western Asset Inflation-Linked Income Fund in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 8 closing their positions.
6% more capital invested
Capital invested by funds: $86M → $91.1M (+$5.11M)
2.27% more ownership
Funds ownership: 25.34% → 27.62% (+2.3%)
14% less funds holding
Funds holding: 43 → 37 (-6)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.58M |
| 2 |
Morgan Stanley
New York
|
+$2.41M |
| 3 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$1.14M |
| 4 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$833K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$613K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$579K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$310K |
| 3 |
Goldman Sachs
New York
|
-$227K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$188K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$157K |
WIA Hedge Fund Activity: Q2 2015 in Review
37 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q2 2015, worth a combined $91.1M — up 5.9% from $86M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of WIA and 2 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 12 added.
The largest buyer was Wells Fargo, adding an estimated $3.58M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $579K sold.
- 37 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q2 2015, down from 43 in Q1 2015.
- Funds reported $91.1M of Western Asset Inflation-Linked Income Fund stock for Q2 2015, up 5.9% quarter-over-quarter.
- 2 funds opened new Western Asset Inflation-Linked Income Fund positions in Q2 2015 and 8 closed out, a net change of -6 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q2 2015 was Wells Fargo, an estimated $3.58M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q2 2015 was Wolverine Asset Management, an estimated $579K sold.
Based on aggregated 13F filings for Q2 2015.