Western Asset Inflation-Linked Income Fund
WIA
49 hedge funds and large institutions have $173M invested in Western Asset Inflation-Linked Income Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 4 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
19% more capital invested
Capital invested by funds: $146M → $173M (+$27M)
2.75% more ownership
Funds ownership: 47.51% → 50.26% (+2.8%)
0% more funds holding
Funds holding: 49 → 49 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$11.1M |
| 2 |
SCM
Saba Capital Management
New York
|
+$6.58M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$5.13M |
| 4 |
RVPG
Relative Value Partners Group
|
+$1.62M |
| 5 |
Morgan Stanley
New York
|
+$887K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$12.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.68M |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$767K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$577K |
| 5 |
MC
Matisse Capital
Portland,
Oregon
|
-$400K |
WIA Hedge Fund Activity: Q2 2020 in Review
49 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q2 2020, worth a combined $173M — up 19% from $146M a quarter earlier.
Fund positioning in WIA was balanced in Q2 2020: 4 funds opened new positions, 4 closed out, 18 added to existing stakes and 13 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $11.1M. The largest seller was Sit Investment Associates, cutting an estimated $12.8M.
- 49 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $173M of Western Asset Inflation-Linked Income Fund stock for Q2 2020, up 19% quarter-over-quarter.
- 4 funds opened new Western Asset Inflation-Linked Income Fund positions in Q2 2020 and 4 closed out, a net change of 0 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q2 2020 was Karpus Investment Management, an estimated $11.1M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q2 2020 was Sit Investment Associates, an estimated $12.8M sold.
Based on aggregated 13F filings for Q2 2020.