WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

50 hedge funds and large institutions have $151M invested in Western Asset Inflation-Linked Income Fund in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
16
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wakefield Asset Management
Colorado
$5.07M
2
Morgan Stanley
Morgan Stanley
New York
$12.1M
3
UBS Group
UBS Group
Switzerland
$1.57M
4
Stifel Financial
Stifel Financial
Missouri
$4.84M
5
Invesco
Invesco
Georgia
$4.8M

Top Sellers

1
KIM
Karpus Investment Management
New York
$66.3M
2
RVPG
Relative Value Partners Group
$4.58M
3
TCA
Transcend Capital Advisors
New Jersey
$0
4
Wells Fargo
Wells Fargo
California
$2.16M
5
RCM
Robinson Capital Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$66.3M -$3.83M -273,613 -5%
SIA
2
Sit Investment Associates
Minnesota
$20.6M +$249K +17,783 +1%
Morgan Stanley
3
Morgan Stanley
New York
$12.1M +$996K +71,135 +9%
Bank of America
4
Bank of America
North Carolina
$6.47M +$119K +8,483 +2%
WAM
5
Wakefield Asset Management
Colorado
$5.07M +$2.69M +191,792 +113%
Stifel Financial
6
Stifel Financial
Missouri
$4.84M +$603K +43,057 +14%
Invesco
7
Invesco
Georgia
$4.8M +$497K +35,499 +12%
RVPG
8
Relative Value Partners Group
$4.58M -$3.73M -266,642 -45%
RGC
9
Roberts, Glore & Co
Illinois
$3.97M -$179K -12,800 -4%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$3.56M +$56.9K +4,065 +2%
PPA
11
Parametric Portfolio Associates
Washington
$2.71M +$79.2K +5,658 +3%
Wells Fargo
12
Wells Fargo
California
$2.16M -$657K -46,953 -23%
UBS Group
13
UBS Group
Switzerland
$1.57M +$638K +45,598 +69%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$1.47M +$375K +26,810 +34%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.23M – – –
DWM
16
Dakota Wealth Management
Florida
$935K -$10.1K -725 -1%
RPA
17
Rock Point Advisors
Vermont
$843K -$11.1K -795 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$744K -$4.96K -354 -0.7%
LCS
19
Levin Capital Strategies
New York
$708K – – –
RIA
20
Realta Investment Advisors
Delaware
$641K +$53.6K +3,833 +9%
GWI
21
Grace & White Inc
New York
$540K -$35.3K -2,523 -6%
WCA
22
Windsor Creek Advisors
Vermont
$486K – – –
PHS
23
Pekin Hardy Strauss
Illinois
$485K -$441K -31,540 -48%
CPC
24
Congress Park Capital
New York
$474K +$128K +9,155 +37%
RJA
25
Raymond James & Associates
Florida
$451K -$112K -7,980 -20%
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