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WIA

Western Asset Inflation-Linked Income Fund

51 hedge funds and large institutions have $91.6M invested in Western Asset Inflation-Linked Income Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

2% more funds holding

Funds holding: 5051 (+1)

0.99% more ownership

Funds ownership: 47.99%48.97% (+0.99%)

4% less capital invested

Capital invested by funds: $95.9M → $91.6M (-$4.29M)

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$61.9M +$774K +93,722 +1%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$3.56M -$22.5K -2,719 -0.6%
GC
3
Guggenheim Capital
Illinois
$2.25M +$1.17M +142,231 +102%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.93M -$11.3K -1,368 -0.6%
Morgan Stanley
5
Morgan Stanley
New York
$1.88M -$363K -43,967 -16%
CC
6
CF Capital
Massachusetts
$1.76M +$1.82M +220,000 New
AGM
7
Alpine Global Management
New York
$1.6M +$1.45M +175,600 +720%
IWC
8
Integrated Wealth Concepts
Massachusetts
$1.6M -$210K -25,473 -11%
Stifel Financial
9
Stifel Financial
Missouri
$1.42M -$245K -29,695 -14%
RF
10
RHS Financial
California
$1.41M +$78.4K +9,489 +6%
AC
11
Almitas Capital
California
$1.27M
RGC
12
Roberts, Glore & Co
Illinois
$1.13M -$70.9K -8,584 -6%
Bank of America
13
Bank of America
North Carolina
$988K -$1.65M -199,675 -62%
WAM
14
Wakefield Asset Management
Colorado
$860K +$43.5K +5,269 +5%
DWM
15
Dakota Wealth Management
Florida
$852K
PCM
16
PenderFund Capital Management
British Columbia, Canada
$709K
Wells Fargo
17
Wells Fargo
California
$679K +$94.3K +11,419 +16%
UBS Group
18
UBS Group
Switzerland
$591K -$8.82K -1,068 -1%
RPA
19
Rock Point Advisors
Vermont
$483K -$105K -12,767 -17%
MC
20
Matisse Capital
Oregon
$426K
GWI
21
Grace & White Inc
New York
$374K +$66.9K +8,105 +21%
ACP
22
Aviance Capital Partners
Florida
$371K +$119K +14,374 +45%
QWM
23
Quadcap Wealth Management
Texas
$355K
CFD
24
Creative Financial Designs
Indiana
$309K -$8.02K -971 -2%
Capstone Investment Advisors
25
Capstone Investment Advisors
New York
$268K

WIA Hedge Fund Activity: Q4 2024 in Review

51 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2024, worth a combined $91.6M — down 4.5% from $95.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WIA positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 18 trimmed.

The largest buyer was Alpine Global Management, adding an estimated $1.45M. The largest seller was Bank of America, cutting an estimated $1.65M.

  • 51 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2024, up from 50 in Q3 2024.
  • Funds reported $91.6M of Western Asset Inflation-Linked Income Fund stock for Q4 2024, down 4.5% quarter-over-quarter.
  • 5 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2024 and 3 closed out, a net change of +2 holders.
  • The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2024 was Alpine Global Management, an estimated $1.45M added.
  • The largest Western Asset Inflation-Linked Income Fund seller in Q4 2024 was Bank of America, an estimated $1.65M sold.

Based on aggregated 13F filings for Q4 2024.