Western Asset Inflation-Linked Income Fund
WIA
56 hedge funds and large institutions have $86M invested in Western Asset Inflation-Linked Income Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
137% more capital inflows, than outflows
Capital inflows: $4.57M | Capital outflows: $1.93M
14% more funds holding
Funds holding: 49 → 56 (+7)
1.43% more ownership
Funds ownership: 43.91% → 45.35% (+1.4%)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Karpus Investment Management
Pittsford,
New York
|
+$1.9M |
| 2 |
RHS Financial
San Francisco,
California
|
+$574K |
| 3 |
Landscape Capital Management
Englewood,
New Jersey
|
+$394K |
| 4 |
Elequin Capital
New York
|
+$271K |
| 5 |
Roberts, Glore & Co
Deerfield,
Illinois
|
+$194K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$362K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$336K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$335K |
| 4 |
Transcend Capital Advisors
Madison,
New Jersey
|
-$176K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$174K |
WIA Hedge Fund Activity: Q4 2023 in Review
56 of the 6,878 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2023, worth a combined $86M — up 7.2% from $80.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WIA positions and 1 closed out — a net gain of 7 holders — while 16 added to existing stakes and 18 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $1.9M. The largest seller was Morgan Stanley, cutting an estimated $362K.
- 56 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2023, up from 49 in Q3 2023.
- Funds reported $86M of Western Asset Inflation-Linked Income Fund stock for Q4 2023, up 7.2% quarter-over-quarter.
- 8 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2023 and 1 closed out, a net change of +7 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2023 was Karpus Investment Management, an estimated $1.9M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q4 2023 was Morgan Stanley, an estimated $362K sold.
Based on aggregated 13F filings for Q4 2023.