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WIA

Western Asset Inflation-Linked Income Fund

51 hedge funds and large institutions have $128M invested in Western Asset Inflation-Linked Income Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

6% more funds holding

Funds holding: 4851 (+3)

2.07% more ownership

Funds ownership: 36.79%38.86% (+2.1%)

4% more capital invested

Capital invested by funds: $123M → $128M (+$4.97M)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$34.8M +$1.11M +97,238 +3%
Bank of America
2
Bank of America
North Carolina
$17.8M -$94K -8,251 -0.5%
1CP
3
1607 Capital Partners
Virginia
$17M -$499K -43,800 -3%
SIA
4
Sit Investment Associates
Minnesota
$9M +$3.2M +280,993 +54%
RCM
5
Rivernorth Capital Management
Florida
$8.39M -$1.25M -109,801 -13%
Invesco
6
Invesco
Georgia
$5.54M +$470K +41,263 +9%
Morgan Stanley
7
Morgan Stanley
New York
$4.68M -$169K -14,872 -3%
WAM
8
Wakefield Asset Management
Colorado
$3.7M +$3.74M +328,380 New
UBS Group
9
UBS Group
Switzerland
$2.72M +$20.7K +1,814 +0.8%
HFS
10
HL Financial Services
Kentucky
$2.65M -$87.6K -7,696 -3%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$2.13M +$991K +86,981 +85%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$2.09M -$40.1K -3,524 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.83M -$12.4K -1,087 -0.7%
RPA
14
Rock Point Advisors
Vermont
$1.73M +$3.08K +270 +0.2%
COLIM
15
City of London Investment Management
United Kingdom
$1.54M -$21.5K -1,884 -1%
GWI
16
Grace & White Inc
New York
$1.37M
KIM
17
Karpus Investment Management
New York
$1.34M
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.06M -$17.1K -1,500 -2%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.04M -$11.5K -1,012 -1%
RGC
20
Roberts, Glore & Co
Illinois
$884K
LCM
21
Landscape Capital Management
New Jersey
$859K +$281K +24,697 +49%
RJA
22
Raymond James & Associates
Florida
$748K +$118K +10,381 +19%
Stifel Financial
23
Stifel Financial
Missouri
$664K +$47.1K +4,139 +8%
AA
24
Ancora Advisors
Ohio
$529K -$364K -32,000 -41%
PAG
25
Private Advisor Group
New Jersey
$460K +$132K +11,577 +40%

WIA Hedge Fund Activity: Q3 2018 in Review

51 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q3 2018, worth a combined $128M — up 4.1% from $123M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WIA positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.2M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.25M.

  • 51 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q3 2018, up from 48 in Q2 2018.
  • Funds reported $128M of Western Asset Inflation-Linked Income Fund stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 6 funds opened new Western Asset Inflation-Linked Income Fund positions in Q3 2018 and 2 closed out, a net change of +4 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q3 2018 was Sit Investment Associates, an estimated $3.2M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q3 2018 was Rivernorth Capital Management, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2018.