WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

47 hedge funds and large institutions have $90.7M invested in Western Asset Inflation-Linked Income Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-8
Holders Change %
-14.55%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
3
Increased
20
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$1.89M
2
Bank of America
Bank of America
North Carolina
+$981K
3
Stifel Financial
Stifel Financial
Missouri
+$812K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$262K
5
MIG
Mariner Investment Group
New York
+$184K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.56M
2
MC
Matisse Capital
Oregon
-$353K
3
KIM
Karpus Investment Management
New York
-$350K
4
H6H
Hightower 6M Holding
Kansas
-$307K
5
RGC
Roberts, Glore & Co
Illinois
-$224K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$32.5M -$350K -39,138 -1%
SIA
2
Sit Investment Associates
Minnesota
$22.2M +$1.89M +211,380 +9%
Morgan Stanley
3
Morgan Stanley
New York
$5.59M -$1.56M -174,144 -22%
Bank of America
4
Bank of America
North Carolina
$5M +$981K +109,560 +24%
Invesco
5
Invesco
Georgia
$3.11M +$51.7K +5,777 +2%
Baird Financial Group
6
Baird Financial Group
Wisconsin
$2.9M +$262K +29,259 +10%
WAM
7
Wakefield Asset Management
Colorado
$2.37M +$145K +16,184 +7%
Stifel Financial
8
Stifel Financial
Missouri
$2.28M +$812K +90,682 +55%
RGC
9
Roberts, Glore & Co
Illinois
$2.27M -$224K -25,014 -9%
IWC
10
Integrated Wealth Concepts
Massachusetts
$2.04M +$180K +20,119 +10%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$1.57M -$3.7K -413 -0.2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$851K -$13.4K -1,500 -2%
Wells Fargo
13
Wells Fargo
California
$774K -$85.1K -9,514 -10%
RIA
14
Realta Investment Advisors
Delaware
$694K +$83.4K +9,316 +14%
RPA
15
Rock Point Advisors
Vermont
$657K +$147K +16,400 +29%
DWM
16
Dakota Wealth Management
Florida
$552K – – –
TCA
17
Transcend Capital Advisors
New Jersey
$540K -$28K -3,129 -5%
LSC
18
Logan Stone Capital
Illinois
$534K +$70.1K +7,827 +15%
MIG
19
Mariner Investment Group
New York
$461K +$184K +20,550 +66%
UBS Group
20
UBS Group
Switzerland
$453K -$61.9K -6,917 -12%
PHS
21
Pekin Hardy Strauss
Illinois
$442K +$66.4K +7,424 +18%
GWI
22
Grace & White Inc
New York
$345K – – –
GC
23
Guggenheim Capital
Illinois
$287K +$113K +12,616 +65%
PCM
24
PenderFund Capital Management
British Columbia, Canada
$256K +$1.13K +91 +0.4%
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$237K +$1.76K +197 +0.7%
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