WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

49 hedge funds and large institutions have $87.8M invested in Western Asset Inflation-Linked Income Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
19
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Almitas Capital
California
+$951K
2
KIM
Karpus Investment Management
New York
+$600K
3
AW
Atlas Wealth
Ohio
+$486K
4
WAM
Wolverine Asset Management
Illinois
+$175K
5
RJA
Raymond James & Associates
Florida
+$168K

Top Sellers

1
CAM
Concorde Asset Management
Michigan
-$407K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$211K
3
RGC
Roberts, Glore & Co
Illinois
-$206K
4
GC
Guggenheim Capital
Illinois
-$190K
5
Bank of America
Bank of America
North Carolina
-$135K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$58.9M +$600K +74,848 +1%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$3.61M +$35.2K +4,399 +1%
Bank of America
3
Bank of America
North Carolina
$2.93M -$135K -16,850 -4%
Morgan Stanley
4
Morgan Stanley
New York
$2.46M -$29.2K -3,647 -1%
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.85M -$99.2K -12,379 -5%
Stifel Financial
6
Stifel Financial
Missouri
$1.78M +$50.9K +6,356 +3%
RGC
7
Roberts, Glore & Co
Illinois
$1.54M -$206K -25,750 -12%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$1.51M – – –
RF
9
RHS Financial
California
$1.34M +$27.7K +3,462 +2%
WAM
10
Wolverine Asset Management
Illinois
$1.17M +$175K +21,903 +18%
AC
11
Almitas Capital
California
$951K +$951K +118,716 New
DWM
12
Dakota Wealth Management
Florida
$846K +$3.2K +400 +0.4%
WAM
13
Wakefield Asset Management
Colorado
$770K +$8.75K +1,092 +1%
Wells Fargo
14
Wells Fargo
California
$698K +$60.9K +7,603 +10%
PCM
15
PenderFund Capital Management
British Columbia, Canada
$676K +$110K +10,000 +19%
GC
16
Guggenheim Capital
Illinois
$673K -$190K -23,767 -22%
UBS Group
17
UBS Group
Switzerland
$613K +$128K +16,006 +26%
RPA
18
Rock Point Advisors
Vermont
$606K -$3.09K -386 -0.5%
LCM
19
Landscape Capital Management
New Jersey
$487K +$44.9K +5,608 +10%
AW
20
Atlas Wealth
Ohio
$486K +$486K +60,571 New
RIA
21
Realta Investment Advisors
Delaware
$399K -$63.6K -7,940 -14%
QWM
22
Quadcap Wealth Management
Texas
$355K – – –
MC
23
Matisse Capital
Oregon
$327K +$22.6K +2,820 +7%
ACP
24
Aviance Capital Partners
Florida
$322K +$16.5K +2,054 +5%
CFD
25
Creative Financial Designs
Indiana
$317K -$7.35K -917 -2%
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