Western Asset Inflation-Linked Income Fund
WIA
49 hedge funds and large institutions have $84.9M invested in Western Asset Inflation-Linked Income Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 13 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
0% less capital invested
Capital invested by funds: $85M → $84.9M (-$113K)
0.22% less ownership
Funds ownership: 42.31% → 42.1% (-0.22%)
17% less funds holding
Funds holding: 59 → 49 (-10)
77% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.94M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$260K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$211K |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$172K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$126K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$442K |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$428K |
| 3 |
Morgan Stanley
New York
|
-$349K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$327K |
| 5 |
RGC
Roberts, Glore & Co
Deerfield,
Illinois
|
-$264K |
WIA Hedge Fund Activity: Q1 2023 in Review
49 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q1 2023, worth a combined $84.9M — down 0.13% from $85M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of WIA and 3 opened new positions — a net loss of 10 holders — while 16 trimmed existing stakes and 16 added.
The largest buyer was Karpus Investment Management, adding an estimated $1.94M. The largest seller was Logan Stone Capital, exiting entirely with an estimated $442K sold.
- 49 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q1 2023, down from 59 in Q4 2022.
- Funds reported $84.9M of Western Asset Inflation-Linked Income Fund stock for Q1 2023, down 0.13% quarter-over-quarter.
- 3 funds opened new Western Asset Inflation-Linked Income Fund positions in Q1 2023 and 13 closed out, a net change of -10 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $1.94M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q1 2023 was Logan Stone Capital, an estimated $442K sold.
Based on aggregated 13F filings for Q1 2023.