WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

58 hedge funds and large institutions have $153M invested in Western Asset Inflation-Linked Income Fund in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
11
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.43M
2
Morgan Stanley
Morgan Stanley
New York
+$2.01M
3
Nomura Holdings
Nomura Holdings
Japan
+$1.7M
4
PHS
Pekin Hardy Strauss
Illinois
+$878K
5
LCS
Levin Capital Strategies
New York
+$792K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$38.3M
2
RVPG
Relative Value Partners Group
-$2.94M
3
SCM
Saba Capital Management
New York
-$2.06M
4
RCM
Rivernorth Capital Management
Florida
-$1.65M
5
Wells Fargo
Wells Fargo
California
-$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$69M -$38.3M -2,811,121 -36%
SIA
2
Sit Investment Associates
Minnesota
$20M +$3.43M +251,355 +21%
Morgan Stanley
3
Morgan Stanley
New York
$9.38M +$2.01M +147,258 +27%
RVPG
4
Relative Value Partners Group
$8.37M -$2.94M -215,306 -26%
Bank of America
5
Bank of America
North Carolina
$8.27M -$1.12M -82,080 -12%
Invesco
6
Invesco
Georgia
$5.04M +$27.1K +1,990 +0.5%
RGC
7
Roberts, Glore & Co
Illinois
$4.07M -$343K -25,169 -8%
Stifel Financial
8
Stifel Financial
Missouri
$3.82M -$1.36M -99,708 -26%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$3.09M -$180K -13,217 -6%
Wells Fargo
10
Wells Fargo
California
$2.81M -$1.56M -114,620 -36%
WAM
11
Wakefield Asset Management
Colorado
$2.28M -$829K -60,806 -27%
Nomura Holdings
12
Nomura Holdings
Japan
$1.7M +$1.7M +125,000 New
1CP
13
1607 Capital Partners
Virginia
$1.55M -$553K -40,566 -26%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.17M -$32.7K -2,395 -3%
DWM
15
Dakota Wealth Management
Florida
$921K -$394K -28,896 -30%
PHS
16
Pekin Hardy Strauss
Illinois
$878K +$878K +64,387 New
UBS Group
17
UBS Group
Switzerland
$846K -$84.1K -6,171 -9%
RPA
18
Rock Point Advisors
Vermont
$834K -$1.13M -82,865 -58%
LCS
19
Levin Capital Strategies
New York
$792K +$792K +58,049 New
TCA
20
Transcend Capital Advisors
New Jersey
$777K +$777K +56,940 New
Osaic Holdings
21
Osaic Holdings
Arizona
$714K +$845 +62 +0.1%
RJA
22
Raymond James & Associates
Florida
$708K +$124K +9,077 +21%
RCM
23
Robinson Capital Management
Michigan
$590K +$590K +44,134 New
GWI
24
Grace & White Inc
New York
$561K -$992K -72,687 -64%
RIA
25
Realta Investment Advisors
Delaware
$508K +$95.1K +6,981 +23%
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