Western Asset Inflation-Linked Income Fund
WIA
52 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 6 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 4 closing their positions.
70% more capital inflows, than outflows
Capital inflows: $4.94M | Capital outflows: $2.9M
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
4% more funds holding
Funds holding: 50 → 52 (+2)
1.06% more ownership
Funds ownership: 46.95% → 48.01% (+1.1%)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Karpus Investment Management
Pittsford,
New York
|
+$2.41M |
| 2 |
Guggenheim Capital
Chicago,
Illinois
|
+$450K |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$445K |
| 4 |
Almitas Capital
Santa Monica,
California
|
+$330K |
| 5 |
Nations Financial Group
Cedar Rapids,
Iowa
|
+$284K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Asset Management
Chicago,
Illinois
|
-$585K |
| 2 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$486K |
| 3 |
Realta Investment Advisors
Wilmington,
Delaware
|
-$399K |
| 4 |
Roberts, Glore & Co
Deerfield,
Illinois
|
-$353K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$348K |
WIA Hedge Fund Activity: Q3 2024 in Review
52 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q3 2024, worth a combined $95.9M — up 9.1% from $87.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new WIA positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 17 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $2.41M. The largest seller was Wolverine Asset Management, cutting an estimated $585K.
- 52 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q3 2024, up from 50 in Q2 2024.
- Funds reported $95.9M of Western Asset Inflation-Linked Income Fund stock for Q3 2024, up 9.1% quarter-over-quarter.
- 6 funds opened new Western Asset Inflation-Linked Income Fund positions in Q3 2024 and 4 closed out, a net change of +2 holders.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q3 2024 was Karpus Investment Management, an estimated $2.41M added.
- The largest Western Asset Inflation-Linked Income Fund seller in Q3 2024 was Wolverine Asset Management, an estimated $585K sold.
Based on aggregated 13F filings for Q3 2024.