Western Asset Inflation-Linked Income Fund
WIA
40 hedge funds and large institutions have $94.8M invested in Western Asset Inflation-Linked Income Fund in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
8% more funds holding
Funds holding: 37 → 40 (+3)
3.1% more ownership
Funds ownership: 27.62% → 30.71% (+3.1%)
4% more capital invested
Capital invested by funds: $91.1M → $94.8M (+$3.74M)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCMW
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
+$4.89M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.26M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.63M |
| 4 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$793K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$351K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$3.37M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$390K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$266K |
| 4 |
Morgan Stanley
New York
|
-$241K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$228K |
WIA Hedge Fund Activity: Q3 2015 in Review
40 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q3 2015, worth a combined $94.8M — up 4.1% from $91.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WIA positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 12 trimmed.
The largest buyer was Northern Capital Management (Wisconsin), opening a new position worth an estimated $4.89M. The largest seller was Karpus Investment Management, cutting an estimated $3.37M.
- 40 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q3 2015, up from 37 in Q2 2015.
- Funds reported $94.8M of Western Asset Inflation-Linked Income Fund stock for Q3 2015, up 4.1% quarter-over-quarter.
- 7 funds opened new Western Asset Inflation-Linked Income Fund positions in Q3 2015 and 4 closed out, a net change of +3 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q3 2015 was Northern Capital Management (Wisconsin), an estimated $4.89M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q3 2015 was Karpus Investment Management, an estimated $3.37M sold.
Based on aggregated 13F filings for Q3 2015.