WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

46 hedge funds and large institutions have $138M invested in Western Asset Inflation-Linked Income Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
14
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$7.35M
2
Morgan Stanley
Morgan Stanley
New York
+$1.11M
3
GC
Guggenheim Capital
Illinois
+$239K
4
WAM
Wakefield Asset Management
Colorado
+$229K
5
PPA
Parametric Portfolio Associates
Washington
+$167K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$11.7M
2
WCA
Windsor Creek Advisors
Vermont
-$374K
3
Truist Financial
Truist Financial
North Carolina
-$142K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$115K
5
CYG
Clean Yield Group
Vermont
-$86.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$49.1M -$11.7M -883,667 -19%
SIA
2
Sit Investment Associates
Minnesota
$28.9M +$7.35M +554,728 +34%
Morgan Stanley
3
Morgan Stanley
New York
$13.8M +$1.11M +83,978 +9%
Bank of America
4
Bank of America
North Carolina
$7.06M +$63.4K +4,787 +0.9%
WAM
5
Wakefield Asset Management
Colorado
$4.98M +$229K +17,274 +5%
Stifel Financial
6
Stifel Financial
Missouri
$4.73M -$9.66K -729 -0.2%
Invesco
7
Invesco
Georgia
$4.56M +$34.4K +2,595 +0.8%
RGC
8
Roberts, Glore & Co
Illinois
$3.69M +$52K +3,921 +1%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$3.34M -$115K -8,691 -3%
PPA
10
Parametric Portfolio Associates
Washington
$2.8M +$167K +12,598 +6%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$1.42M +$37.3K +2,814 +3%
UBS Group
12
UBS Group
Switzerland
$1.41M -$21.9K -1,650 -2%
Wells Fargo
13
Wells Fargo
California
$1.23M -$33.2K -2,505 -3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.17M – – –
DWM
15
Dakota Wealth Management
Florida
$855K -$29.8K -2,250 -3%
TCA
16
Transcend Capital Advisors
New Jersey
$787K +$46.4K +3,500 +6%
RPA
17
Rock Point Advisors
Vermont
$763K -$1.44K -109 -0.2%
CPC
18
Congress Park Capital
New York
$715K +$125K +9,420 +21%
RIA
19
Realta Investment Advisors
Delaware
$696K +$54.3K +4,097 +8%
LCS
20
Levin Capital Strategies
New York
$670K – – –
PHS
21
Pekin Hardy Strauss
Illinois
$634K -$86K -6,492 -12%
Osaic Holdings
22
Osaic Holdings
Arizona
$572K -$19K -1,430 -3%
GWI
23
Grace & White Inc
New York
$511K – – –
FWM
24
Foresight Wealth Management
Utah
$379K +$62.4K +4,714 +20%
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$344K +$4.83K +365 +1%
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