WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

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
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
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$1.1M
2
WAM
Wolverine Asset Management
Illinois
+$493K
3
CAM
Concorde Asset Management
Michigan
+$407K
4
MC
Matisse Capital
Oregon
+$309K
5
Wells Fargo
Wells Fargo
California
+$255K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.89M
2
EC
Elequin Capital
New York
-$290K
3
GC
Guggenheim Capital
Illinois
-$249K
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$174K
5
Nomura Holdings
Nomura Holdings
Japan
-$153K
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$53.8K -6,613 -2%
Morgan Stanley
4
Morgan Stanley
New York
$2.53M -$2.89M -355,189 -53%
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.98M -$64.1K -7,880 -3%
RGC
6
Roberts, Glore & Co
Illinois
$1.78M +$128K +15,740 +8%
Stifel Financial
7
Stifel Financial
Missouri
$1.76M +$184K +22,662 +12%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$1.53M +$53.7K +6,598 +4%
RF
9
RHS Financial
California
$1.33M +$32.3K +3,963 +2%
WAM
10
Wolverine Asset Management
Illinois
$1.01M +$493K +60,612 +95%
GC
11
Guggenheim Capital
Illinois
$877K -$249K -30,588 -22%
DWM
12
Dakota Wealth Management
Florida
$856K – – –
WAM
13
Wakefield Asset Management
Colorado
$774K +$14.8K +1,817 +2%
Wells Fargo
14
Wells Fargo
California
$648K +$255K +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 +$147K +18,059 +43%
RIA
18
Realta Investment Advisors
Delaware
$470K -$75.5K -9,277 -14%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$456K -$6.51K -800 -1%
LCM
20
Landscape Capital Management
New Jersey
$449K +$43.4K +5,332 +11%
CAM
21
Concorde Asset Management
Michigan
$407K +$407K +47,150 New
QWM
22
Quadcap Wealth Management
Texas
$361K -$16.7K -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 -$5.12K -629 -2%
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