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WIA

Western Asset Inflation-Linked Income Fund

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

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

12% more funds holding

Funds holding: 4955 (+6)

10% more capital invested

Capital invested by funds: $80.2M → $88.7M (+$8.42M)

2.84% more ownership

Funds ownership: 43.91%46.75% (+2.8%)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
0.8%
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
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$58M +$1.9M +239,679 +3%
Morgan Stanley
2
Morgan Stanley
New York
$5.41M +$2.27M +287,228 +76%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$3.52M +$107K +13,514 +3%
Bank of America
4
Bank of America
North Carolina
$3.16M -$174K -21,955 -5%
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.04M +$26.2K +3,309 +1%
RGC
6
Roberts, Glore & Co
Illinois
$1.64M +$194K +24,544 +14%
Stifel Financial
7
Stifel Financial
Missouri
$1.57M -$335K -42,393 -18%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$1.47M
RF
9
RHS Financial
California
$1.3M +$574K +72,560 +83%
GC
10
Guggenheim Capital
Illinois
$1.12M -$73.4K -9,284 -6%
DWM
11
Dakota Wealth Management
Florida
$854K +$72K +9,100 +9%
WAM
12
Wakefield Asset Management
Colorado
$757K +$38.4K +4,857 +5%
RPA
13
Rock Point Advisors
Vermont
$618K -$13.5K -1,703 -2%
PCM
14
PenderFund Capital Management
British Columbia, Canada
$556K +$31.6K +4,000 +8%
RIA
15
Realta Investment Advisors
Delaware
$544K -$40.8K -5,156 -7%
WAM
16
Wolverine Asset Management
Illinois
$520K -$85.7K -10,835 -14%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$461K -$336K -42,550 -43%
LCM
18
Landscape Capital Management
New Jersey
$405K +$394K +49,818 New
Wells Fargo
19
Wells Fargo
California
$391K +$27.6K +3,486 +8%
QWM
20
Quadcap Wealth Management
Texas
$377K +$367K +46,395 New
UBS Group
21
UBS Group
Switzerland
$344K -$26.1K -3,305 -7%
CFD
22
Creative Financial Designs
Indiana
$329K
ACP
23
Aviance Capital Partners
Florida
$315K -$23.6K -2,983 -7%
GWI
24
Grace & White Inc
New York
$313K
EC
25
Elequin Capital
New York
$290K +$271K +34,236 +2,345%

WIA Hedge Fund Activity: Q4 2023 in Review

55 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2023, worth a combined $88.7M — up 10% from $80.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WIA positions and 1 closed out — a net gain of 6 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.27M. The largest seller was Janney Montgomery Scott, cutting an estimated $336K.

  • 55 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2023, up from 49 in Q3 2023.
  • Funds reported $88.7M of Western Asset Inflation-Linked Income Fund stock for Q4 2023, up 10% quarter-over-quarter.
  • 7 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2023 and 1 closed out, a net change of +6 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $2.27M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q4 2023 was Janney Montgomery Scott, an estimated $336K sold.

Based on aggregated 13F filings for Q4 2023.