WIA

Western Asset Inflation-Linked Income Fund

50 hedge funds and large institutions have $95.9M invested in Western Asset Inflation-Linked Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIM
1
Karpus Investment Management
New York
$65.4M +$2.51M +294,088 +4%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$3.83M -$24.7K -2,894 -0.6%
Bank of America
3
Bank of America
North Carolina
$2.76M -$363K -42,480 -12%
Morgan Stanley
4
Morgan Stanley
New York
$2.38M -$246K -28,815 -9%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$2.07M +$465K +54,360 +29%
IWC
6
Integrated Wealth Concepts
Massachusetts
$1.93M -$45.1K -5,270 -2%
Stifel Financial
7
Stifel Financial
Missouri
$1.77M -$132K -15,393 -7%
RF
8
RHS Financial
California
$1.43M -$6.56K -767 -0.5%
AC
9
Almitas Capital
California
$1.36M +$345K +40,341 +34%
RGC
10
Roberts, Glore & Co
Illinois
$1.28M -$368K -43,060 -22%
GC
11
Guggenheim Capital
Illinois
$1.19M +$470K +54,932 +65%
DWM
12
Dakota Wealth Management
Florida
$910K +$7.27K +850 +0.8%
WAM
13
Wakefield Asset Management
Colorado
$874K +$51.9K +6,072 +6%
PCM
14
PenderFund Capital Management
British Columbia, Canada
$713K
WAM
15
Wolverine Asset Management
Illinois
$641K -$611K -71,506 -49%
UBS Group
16
UBS Group
Switzerland
$641K -$13.1K -1,531 -2%
Wells Fargo
17
Wells Fargo
California
$628K -$118K -13,771 -16%
RPA
18
Rock Point Advisors
Vermont
$625K -$22K -2,568 -3%
LCM
19
Landscape Capital Management
New Jersey
$456K -$63.9K -7,474 -12%
MC
20
Matisse Capital
Oregon
$455K +$106K +12,431 +30%
QWM
21
Quadcap Wealth Management
Texas
$379K
CFD
22
Creative Financial Designs
Indiana
$338K
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$332K +$77.7K +9,081 +31%
GWI
24
Grace & White Inc
New York
$330K
NFG
25
Nations Financial Group
Iowa
$296K +$296K +34,659 New