WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
13
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$23.3M
2
RVPG
Relative Value Partners Group
+$6.97M
3
Stifel Financial
Stifel Financial
Missouri
+$1.58M
4
CRC
Curi RMB Capital
Illinois
+$577K
5
DWM
Dakota Wealth Management
Florida
+$484K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$16.4M
2
SIA
Sit Investment Associates
Minnesota
-$10.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.92M
4
Bank of America
Bank of America
North Carolina
-$569K
5
6M
6 Meridian
Kansas
-$560K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$71.4M +$23.3M +2,213,209 +48%
SIA
2
Sit Investment Associates
Minnesota
$16.9M -$10.7M -1,016,891 -39%
Bank of America
3
Bank of America
North Carolina
$8.35M -$569K -54,144 -6%
RVPG
4
Relative Value Partners Group
$6.97M +$6.97M +662,936 New
Wells Fargo
5
Wells Fargo
California
$6.04M -$12.6K -1,195 -0.2%
Invesco
6
Invesco
Georgia
$4.82M -$316K -30,037 -6%
Stifel Financial
7
Stifel Financial
Missouri
$4.07M +$1.58M +149,997 +63%
RGC
8
Roberts, Glore & Co
Illinois
$3.72M -$68.7K -6,535 -2%
WAM
9
Wakefield Asset Management
Colorado
$3.61M +$325K +30,966 +10%
Morgan Stanley
10
Morgan Stanley
New York
$2.99M +$142K +13,497 +5%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$2.54M +$3.57K +340 +0.1%
1CP
12
1607 Capital Partners
Virginia
$2.14M -$16.4M -1,559,415 -88%
RPA
13
Rock Point Advisors
Vermont
$1.55M -$135K -12,880 -8%
GWI
14
Grace & White Inc
New York
$1.22M -$52.5K -5,000 -4%
DWM
15
Dakota Wealth Management
Florida
$1.01M +$484K +46,050 +93%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$900K -$2.37K -225 -0.3%
AA
17
Ancora Advisors
Ohio
$767K +$52.5K +5,000 +7%
CRC
18
Curi RMB Capital
Illinois
$577K +$577K +54,900 New
RJA
19
Raymond James & Associates
Florida
$451K +$103K +9,822 +30%
AL
20
Arnhold LLC
New York
$449K – – –
PAG
21
Private Advisor Group
New Jersey
$417K -$86K -8,175 -17%
MC
22
Matisse Capital
Oregon
$400K +$400K +38,045 New
Osaic Holdings
23
Osaic Holdings
Arizona
$388K +$388K +36,947 New
MML Investors Services
24
MML Investors Services
Massachusetts
$307K -$57.5K -5,463 -16%
UBS Group
25
UBS Group
Switzerland
$282K -$28.9K -2,747 -9%
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