WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

53 hedge funds and large institutions have $141M invested in Western Asset Inflation-Linked Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-5
Holders Change %
-8.62%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
15
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$2.02M
2
Morgan Stanley
Morgan Stanley
New York
+$1.31M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$864K
4
CPC
Congress Park Capital
New York
+$316K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$304K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.96M
2
Nomura Holdings
Nomura Holdings
Japan
-$1.7M
3
1CP
1607 Capital Partners
Virginia
-$1.55M
4
Invesco
Invesco
Georgia
-$800K
5
KIM
Karpus Investment Management
New York
-$627K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$64.1M -$627K -49,024 -1%
SIA
2
Sit Investment Associates
Minnesota
$18.6M -$90.9K -7,109 -0.5%
Morgan Stanley
3
Morgan Stanley
New York
$10.1M +$1.31M +102,204 +15%
RVPG
4
Relative Value Partners Group
$7.59M -$254K -19,854 -3%
Bank of America
5
Bank of America
North Carolina
$5.8M -$1.96M -152,914 -25%
Invesco
6
Invesco
Georgia
$3.93M -$800K -62,514 -17%
Stifel Financial
7
Stifel Financial
Missouri
$3.87M +$288K +22,493 +8%
RGC
8
Roberts, Glore & Co
Illinois
$3.79M -$30.4K -2,380 -0.8%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$3.2M +$304K +23,741 +10%
Wells Fargo
10
Wells Fargo
California
$2.57M -$63.8K -4,988 -2%
PPA
11
Parametric Portfolio Associates
Washington
$2.41M +$2.02M +157,731 +518%
WAM
12
Wakefield Asset Management
Colorado
$2.18M +$42K +3,287 +2%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.13M +$31.9K +2,497 +3%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$996K +$864K +67,542 +655%
DWM
15
Dakota Wealth Management
Florida
$864K – – –
UBS Group
16
UBS Group
Switzerland
$851K +$57.1K +4,468 +7%
PHS
17
Pekin Hardy Strauss
Illinois
$847K +$23.4K +1,828 +3%
RPA
18
Rock Point Advisors
Vermont
$780K -$2.32K -181 -0.3%
TCA
19
Transcend Capital Advisors
New Jersey
$688K -$40.2K -3,145 -6%
Osaic Holdings
20
Osaic Holdings
Arizona
$684K +$13.8K +1,082 +2%
LCS
21
Levin Capital Strategies
New York
$647K -$95.9K -7,492 -13%
RIA
22
Realta Investment Advisors
Delaware
$537K +$60.3K +4,712 +13%
GWI
23
Grace & White Inc
New York
$526K – – –
RJA
24
Raymond James & Associates
Florida
$514K -$150K -11,701 -23%
RCM
25
Robinson Capital Management
Michigan
$514K -$52.1K -4,060 -9%
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