Western Asset Inflation-Linked Income Fund
WIA
53 hedge funds and large institutions have $177M invested in Western Asset Inflation-Linked Income Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
8% more funds holding
Funds holding: 49 → 53 (+4)
3% more capital invested
Capital invested by funds: $173M → $177M (+$4.44M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.41% less ownership
Funds ownership: 50.26% → 49.85% (-0.41%)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$9.31M |
| 2 |
Morgan Stanley
New York
|
+$2.23M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$549K |
| 5 |
BFM
Boothbay Fund Management
New York
|
+$488K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$5.23M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$4.04M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.37M |
| 4 |
WAM
Wakefield Asset Management
Englewood,
Colorado
|
-$1.11M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.02M |
WIA Hedge Fund Activity: Q3 2020 in Review
53 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q3 2020, worth a combined $177M — up 2.6% from $173M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WIA positions and 4 closed out — a net gain of 4 holders — while 12 added to existing stakes and 15 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $9.31M. The largest seller was Saba Capital Management, cutting an estimated $5.23M.
- 53 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q3 2020, up from 49 in Q2 2020.
- Funds reported $177M of Western Asset Inflation-Linked Income Fund stock for Q3 2020, up 2.6% quarter-over-quarter.
- 8 funds opened new Western Asset Inflation-Linked Income Fund positions in Q3 2020 and 4 closed out, a net change of +4 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q3 2020 was Sit Investment Associates, an estimated $9.31M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q3 2020 was Saba Capital Management, an estimated $5.23M sold.
Based on aggregated 13F filings for Q3 2020.