Western Asset Inflation-Linked Income Fund
WIA
50 hedge funds and large institutions have $90M invested in Western Asset Inflation-Linked Income Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0.13% more ownership
Funds ownership: 47.99% → 48.12% (+0.13%)
0% more funds holding
Funds holding: 50 → 50 (0)
6% less capital invested
Capital invested by funds: $95.9M → $90M (-$5.89M)
44% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.17M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$774K |
| 3 |
MA
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
+$259K |
| 4 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$119K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$94.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.65M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$641K |
| 3 |
Morgan Stanley
New York
|
-$363K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$245K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$210K |
WIA Hedge Fund Activity: Q4 2024 in Review
50 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Western Asset Inflation-Linked Income Fund (WIA) for Q4 2024, worth a combined $90M — down 6.1% from $95.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WIA positions and 4 closed out — a net gain of 1 holder — while 10 added to existing stakes and 18 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.17M. The largest seller was Bank of America, cutting an estimated $1.65M.
- 50 institutional investors held Western Asset Inflation-Linked Income Fund (WIA) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $90M of Western Asset Inflation-Linked Income Fund stock for Q4 2024, down 6.1% quarter-over-quarter.
- 5 funds opened new Western Asset Inflation-Linked Income Fund positions in Q4 2024 and 4 closed out, a net change of +1 holder.
- The largest Western Asset Inflation-Linked Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $1.17M 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.