Western Asset Inflation-Linked Income Fund
WIA
38 hedge funds and large institutions have $107M invested in Western Asset Inflation-Linked Income Fund in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 11 closing their positions.
24% more capital inflows, than outflows
Capital inflows: $11.7M | Capital outflows: $9.38M
0.71% more ownership
Funds ownership: 31.02% → 31.73% (+0.71%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
19% less funds holding
Funds holding: 47 → 38 (-9)
82% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$5.37M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.2M |
| 3 |
1607 Capital Partners
Richmond,
Virginia
|
+$1.31M |
| 4 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$1.2M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$517K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Icon Advisers
Greenwood Village,
Colorado
|
-$2.66M |
| 2 |
Morgan Stanley
New York
|
-$1.67M |
| 3 |
Mariner Investment Group
Harrison,
New York
|
-$915K |
| 4 |
Laurion Capital Management
New York
|
-$811K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$565K |
WIA Hedge Fund Activity: Q1 2016 in Review
38 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q1 2016, worth a combined $107M — up 11% from $95.9M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of WIA and 2 opened new positions — a net loss of 9 holders — while 12 trimmed existing stakes and 12 added.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $5.37M. The largest seller was Icon Advisers, exiting entirely with an estimated $2.66M sold.
- 38 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q1 2016, down from 47 in Q4 2015.
- Funds reported $107M of Western Asset Inflation-Linked Income Fund stock for Q1 2016, up 11% quarter-over-quarter.
- 2 funds opened new Western Asset Inflation-Linked Income Fund positions in Q1 2016 and 11 closed out, a net change of -9 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q1 2016 was Sit Investment Associates, an estimated $5.37M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q1 2016 was Icon Advisers, an estimated $2.66M sold.
Based on aggregated 13F filings for Q1 2016.