Western Asset Inflation-Linked Income Fund
WIA
47 hedge funds and large institutions have $95.9M invested in Western Asset Inflation-Linked Income Fund in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
18% more funds holding
Funds holding: 40 → 47 (+7)
1% more capital invested
Capital invested by funds: $94.8M → $95.9M (+$1.09M)
0.31% more ownership
Funds ownership: 30.71% → 31.02% (+0.31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.41M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$1.32M |
| 3 |
NCMW
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
+$843K |
| 4 |
LCM
Laurion Capital Management
New York
|
+$817K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$423K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$3.29M |
| 2 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
-$897K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$293K |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$199K |
| 5 |
CCM
Context Capital Management
Lajolla,
California
|
-$164K |
WIA Hedge Fund Activity: Q4 2015 in Review
47 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2015, worth a combined $95.9M — up 1.1% from $94.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new WIA positions and 2 closed out — a net gain of 7 holders — while 16 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.41M. The largest seller was Karpus Investment Management, cutting an estimated $3.29M.
- 47 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2015, up from 40 in Q3 2015.
- Funds reported $95.9M of Western Asset Inflation-Linked Income Fund stock for Q4 2015, up 1.1% quarter-over-quarter.
- 9 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2015 and 2 closed out, a net change of +7 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2015 was Morgan Stanley, an estimated $1.41M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q4 2015 was Karpus Investment Management, an estimated $3.29M sold.
Based on aggregated 13F filings for Q4 2015.