Western Asset Inflation-Linked Income Fund
WIA
49 hedge funds and large institutions have $146M invested in Western Asset Inflation-Linked Income Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
2% more funds holding
Funds holding: 48 → 49 (+1)
1.01% more ownership
Funds ownership: 46.5% → 47.51% (+1%)
12% less capital invested
Capital invested by funds: $165M → $146M (-$19.1M)
35% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$26.2M |
| 2 |
RVPG
Relative Value Partners Group
|
+$7.85M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$1.78M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$650K |
| 5 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
+$545K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$18.5M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$12M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.16M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$641K |
| 5 |
6M
6 Meridian
Wichita,
Kansas
|
-$560K |
WIA Hedge Fund Activity: Q1 2020 in Review
49 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q1 2020, worth a combined $146M — down 12% from $165M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WIA positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 20 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $26.2M. The largest seller was 1607 Capital Partners, cutting an estimated $18.5M.
- 49 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q1 2020, up from 48 in Q4 2019.
- Funds reported $146M of Western Asset Inflation-Linked Income Fund stock for Q1 2020, down 12% quarter-over-quarter.
- 7 funds opened new Western Asset Inflation-Linked Income Fund positions in Q1 2020 and 5 closed out, a net change of +2 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q1 2020 was Karpus Investment Management, an estimated $26.2M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q1 2020 was 1607 Capital Partners, an estimated $18.5M sold.
Based on aggregated 13F filings for Q1 2020.