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WIA

Western Asset Inflation-Linked Income Fund

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.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

0.46% less ownership

Funds ownership: 46.75%46.29% (-0.46%)

1% less capital invested

Capital invested by funds: $88.7M → $88M (-$621K)

9% less funds holding

Funds holding: 5550 (-5)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$59.3M +$1.1M +135,330 +2%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$3.63M +$109K +13,444 +3%
Bank of America
3
Bank of America
North Carolina
$3.11M -$53.5K -6,613 -2%
Morgan Stanley
4
Morgan Stanley
New York
$2.53M -$2.87M -355,189 -53%
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.98M -$63.8K -7,880 -3%
RGC
6
Roberts, Glore & Co
Illinois
$1.78M +$127K +15,740 +8%
Stifel Financial
7
Stifel Financial
Missouri
$1.76M +$183K +22,662 +12%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$1.53M +$53.4K +6,598 +4%
RF
9
RHS Financial
California
$1.33M +$32.1K +3,963 +2%
WAM
10
Wolverine Asset Management
Illinois
$1.01M +$491K +60,612 +95%
GC
11
Guggenheim Capital
Illinois
$877K -$248K -30,588 -22%
DWM
12
Dakota Wealth Management
Florida
$856K
WAM
13
Wakefield Asset Management
Colorado
$774K +$14.7K +1,817 +2%
Wells Fargo
14
Wells Fargo
California
$648K +$254K +31,374 +65%
RPA
15
Rock Point Advisors
Vermont
$619K
PCM
16
PenderFund Capital Management
British Columbia, Canada
$569K
UBS Group
17
UBS Group
Switzerland
$492K +$146K +18,059 +43%
RIA
18
Realta Investment Advisors
Delaware
$470K -$75.1K -9,277 -14%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$456K -$6.47K -800 -1%
LCM
20
Landscape Capital Management
New Jersey
$449K +$43.1K +5,332 +11%
CAM
21
Concorde Asset Management
Michigan
$407K +$382K +47,150 New
QWM
22
Quadcap Wealth Management
Texas
$361K -$16.6K -2,050 -4%
CFD
23
Creative Financial Designs
Indiana
$329K
GWI
24
Grace & White Inc
New York
$314K
ACP
25
Aviance Capital Partners
Florida
$310K -$5.09K -629 -2%

WIA Hedge Fund Activity: Q1 2024 in Review

50 of the 6,943 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 — down 0.7% from $88.7M 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 Morgan Stanley, cutting an estimated $2.87M.

  • 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, down 0.7% 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 Morgan Stanley, an estimated $2.87M sold.

Based on aggregated 13F filings for Q1 2024.