WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

55 hedge funds and large institutions have $88.7M invested in Western Asset Inflation-Linked Income Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
17
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.33M
2
KIM
Karpus Investment Management
New York
+$1.95M
3
RF
RHS Financial
California
+$589K
4
LCM
Landscape Capital Management
New Jersey
+$405K
5
EC
Elequin Capital
New York
+$278K

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$345K
2
Stifel Financial
Stifel Financial
Missouri
-$344K
3
TCA
Transcend Capital Advisors
New Jersey
-$180K
4
Bank of America
Bank of America
North Carolina
-$178K
5
IP
Ignite Planners
California
-$103K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$58M +$1.95M +239,679 +3%
Morgan Stanley
2
Morgan Stanley
New York
$5.41M +$2.33M +287,228 +76%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$3.52M +$110K +13,514 +3%
Bank of America
4
Bank of America
North Carolina
$3.16M -$178K -21,955 -5%
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.04M +$26.9K +3,309 +1%
RGC
6
Roberts, Glore & Co
Illinois
$1.64M +$199K +24,544 +14%
Stifel Financial
7
Stifel Financial
Missouri
$1.57M -$344K -42,393 -18%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$1.47M – – –
RF
9
RHS Financial
California
$1.3M +$589K +72,560 +83%
GC
10
Guggenheim Capital
Illinois
$1.12M -$75.4K -9,284 -6%
DWM
11
Dakota Wealth Management
Florida
$854K +$73.9K +9,100 +9%
WAM
12
Wakefield Asset Management
Colorado
$757K +$39.4K +4,857 +5%
RPA
13
Rock Point Advisors
Vermont
$618K -$13.8K -1,703 -2%
PCM
14
PenderFund Capital Management
British Columbia, Canada
$556K +$43K +4,000 +8%
RIA
15
Realta Investment Advisors
Delaware
$544K -$41.9K -5,156 -7%
WAM
16
Wolverine Asset Management
Illinois
$520K -$88K -10,835 -14%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$461K -$345K -42,550 -43%
LCM
18
Landscape Capital Management
New Jersey
$405K +$405K +49,818 New
Wells Fargo
19
Wells Fargo
California
$391K +$28.3K +3,486 +8%
QWM
20
Quadcap Wealth Management
Texas
$377K +$377K +46,395 New
UBS Group
21
UBS Group
Switzerland
$344K -$26.8K -3,305 -7%
CFD
22
Creative Financial Designs
Indiana
$329K – – –
ACP
23
Aviance Capital Partners
Florida
$315K -$24.2K -2,983 -7%
GWI
24
Grace & White Inc
New York
$313K – – –
EC
25
Elequin Capital
New York
$290K +$278K +34,236 +2,345%
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