WIA

Western Asset Inflation-Linked Income Fund

50 hedge funds and large institutions have $82.9M invested in Western Asset Inflation-Linked Income Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
17
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$54.5M +$3.88M +469,202 +8%
Bank of America
2
Bank of America
North Carolina
$5.36M +$376K +45,523 +8%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$3.15M +$150K +18,185 +5%
Morgan Stanley
4
Morgan Stanley
New York
$2.69M -$212K -25,718 -7%
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.05M -$73.2K -8,861 -3%
Stifel Financial
6
Stifel Financial
Missouri
$1.72M -$106K -12,773 -6%
RGC
7
Roberts, Glore & Co
Illinois
$1.71M +$50.7K +6,138 +3%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$1.5M
WAM
9
Wolverine Asset Management
Illinois
$1.19M -$200K -24,171 -14%
GC
10
Guggenheim Capital
Illinois
$938K +$243K +29,390 +35%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$829K +$41.3K +5,000 +5%
DWM
12
Dakota Wealth Management
Florida
$727K +$26.4K +3,200 +4%
RPA
13
Rock Point Advisors
Vermont
$680K -$14.5K -1,750 -2%
WAM
14
Wakefield Asset Management
Colorado
$680K +$69.4K +8,400 +11%
RIA
15
Realta Investment Advisors
Delaware
$596K -$34.5K -4,173 -5%
UBS Group
16
UBS Group
Switzerland
$446K +$2.19K +265 +0.5%
Wells Fargo
17
Wells Fargo
California
$359K -$16.6K -2,005 -4%
GWI
18
Grace & White Inc
New York
$319K
TCA
19
Transcend Capital Advisors
New Jersey
$310K -$33.6K -4,070 -10%
HighTower Advisors
20
HighTower Advisors
Illinois
$291K +$68K +8,192 +31%
CFD
21
Creative Financial Designs
Indiana
$275K +$113K +13,682 +70%
HF
22
HRT Financial
New York
$274K +$274K +33,261 New
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$224K +$1.48K +179 +0.7%
CL
24
CSS LLC
Illinois
$189K +$5.32K +644 +3%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$177K