WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

49 hedge funds and large institutions have $80.2M invested in Western Asset Inflation-Linked Income Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$2.37M
2
RF
RHS Financial
California
+$684K
3
PCM
PenderFund Capital Management
British Columbia, Canada
+$505K
4
Morgan Stanley
Morgan Stanley
New York
+$420K
5
ACP
Aviance Capital Partners
Florida
+$326K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.86M
2
WAM
Wolverine Asset Management
Illinois
-$538K
3
HF
HRT Financial
New York
-$274K
4
RGC
Roberts, Glore & Co
Illinois
-$232K
5
Jane Street
Jane Street
New York
-$143K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$54M +$2.37M +303,207 +5%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$3.28M +$297K +37,979 +10%
Bank of America
3
Bank of America
North Carolina
$3.21M -$1.86M -238,224 -37%
Morgan Stanley
4
Morgan Stanley
New York
$2.96M +$420K +53,702 +17%
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.93M -$10.9K -1,395 -0.6%
Stifel Financial
6
Stifel Financial
Missouri
$1.85M +$217K +27,754 +13%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$1.42M -$1.41K -180 -0.1%
RGC
8
Roberts, Glore & Co
Illinois
$1.39M -$232K -29,680 -14%
GC
9
Guggenheim Capital
Illinois
$1.15M +$267K +34,099 +30%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$777K -$7.82K -1,000 -1%
DWM
11
Dakota Wealth Management
Florida
$752K +$63.3K +8,098 +9%
WAM
12
Wakefield Asset Management
Colorado
$691K +$47.3K +6,051 +7%
RF
13
RHS Financial
California
$684K +$684K +87,454 New
RPA
14
Rock Point Advisors
Vermont
$608K -$35.7K -4,560 -6%
RIA
15
Realta Investment Advisors
Delaware
$596K – – –
WAM
16
Wolverine Asset Management
Illinois
$585K -$538K -68,792 -48%
PCM
17
PenderFund Capital Management
British Columbia, Canada
$506K +$505K +47,536 +36,566%
UBS Group
18
UBS Group
Switzerland
$358K -$64.8K -8,291 -15%
Wells Fargo
19
Wells Fargo
California
$350K +$9.48K +1,212 +3%
ACP
20
Aviance Capital Partners
Florida
$326K +$326K +41,747 New
CFD
21
Creative Financial Designs
Indiana
$316K +$56.1K +7,171 +22%
GWI
22
Grace & White Inc
New York
$302K – – –
TCA
23
Transcend Capital Advisors
New Jersey
$295K +$1.42K +182 +0.5%
TJHA
24
Thomas J. Herzfeld Advisors
Florida
$213K +$1.51K +193 +0.7%
CL
25
CSS LLC
Illinois
$185K +$5.38K +688 +3%
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