WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

55 hedge funds and large institutions have $97.9M invested in Western Asset Inflation-Linked Income Fund in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
17
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
+$2.03M
2
SIA
Sit Investment Associates
Minnesota
+$1.95M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$367K
4
KIM
Karpus Investment Management
New York
+$360K
5
MC
Matisse Capital
Oregon
+$353K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.29M
2
Stifel Financial
Stifel Financial
Missouri
-$2.28M
3
WAM
Wakefield Asset Management
Colorado
-$1.38M
4
Bank of America
Bank of America
North Carolina
-$986K
5
CPC
Congress Park Capital
New York
-$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$35.9M +$360K +36,837 +1%
SIA
2
Sit Investment Associates
Minnesota
$22.2M +$1.95M +199,163 +10%
Morgan Stanley
3
Morgan Stanley
New York
$7.82M -$2.29M -233,842 -23%
Bank of America
4
Bank of America
North Carolina
$4.4M -$986K -100,875 -18%
Invesco
5
Invesco
Georgia
$3.34M +$106K +10,838 +3%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$2.88M +$243K +24,885 +9%
RGC
7
Roberts, Glore & Co
Illinois
$2.72M -$10.1K -1,030 -0.4%
WAM
8
Wakefield Asset Management
Colorado
$2.43M -$1.38M -140,743 -36%
IWC
9
Integrated Wealth Concepts
Massachusetts
$2.03M +$2.03M +207,898 New
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$1.72M +$367K +37,506 +27%
Stifel Financial
11
Stifel Financial
Missouri
$1.61M -$2.28M -232,966 -59%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$950K +$73.7K +7,500 +8%
Wells Fargo
13
Wells Fargo
California
$939K -$8.64K -883 -0.9%
RIA
14
Realta Investment Advisors
Delaware
$678K +$60.8K +6,123 +10%
TCA
15
Transcend Capital Advisors
New Jersey
$620K – – –
DWM
16
Dakota Wealth Management
Florida
$603K -$17.5K -1,786 -3%
UBS Group
17
UBS Group
Switzerland
$562K -$197K -20,127 -26%
RPA
18
Rock Point Advisors
Vermont
$558K +$1.47K +150 +0.3%
LSC
19
Logan Stone Capital
Illinois
$507K +$241K +24,604 +90%
PHS
20
Pekin Hardy Strauss
Illinois
$411K -$36.2K -3,694 -8%
SCA
21
Strategic Capital Advisers
Colorado
$409K +$203K +20,711 +98%
GWI
22
Grace & White Inc
New York
$377K – – –
MC
23
Matisse Capital
Oregon
$353K +$353K +36,099 New
H6H
24
Hightower 6M Holding
Kansas
$307K -$1.08K -110 -0.3%
MIG
25
Mariner Investment Group
New York
$303K +$303K +31,000 New
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