Western Asset Inflation-Linked Income Fund
WIA
50 hedge funds and large institutions have $88M invested in Western Asset Inflation-Linked Income Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 7 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
2% more capital invested
Capital invested by funds: $86M → $88M (+$2.08M)
0.97% more ownership
Funds ownership: 45.33% → 46.29% (+0.97%)
9% less funds holding
Funds holding: 55 → 50 (-5)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.1M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$491K |
| 3 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
+$382K |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
+$308K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$254K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Elequin Capital
New York
|
-$290K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$248K |
| 3 |
Morgan Stanley
New York
|
-$179K |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$174K |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$153K |
WIA Hedge Fund Activity: Q1 2024 in Review
50 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q1 2024, worth a combined $88M — up 2.4% from $86M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of WIA and 3 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 17 added.
The largest buyer was Karpus Investment Management, adding an estimated $1.1M. The largest seller was Elequin Capital, exiting entirely with an estimated $290K sold.
- 50 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q1 2024, down from 55 in Q4 2023.
- Funds reported $88M of Western Asset Inflation-Linked Income Fund stock for Q1 2024, up 2.4% quarter-over-quarter.
- 3 funds opened new Western Asset Inflation-Linked Income Fund positions in Q1 2024 and 7 closed out, a net change of -4 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q1 2024 was Karpus Investment Management, an estimated $1.1M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q1 2024 was Elequin Capital, an estimated $290K sold.
Based on aggregated 13F filings for Q1 2024.