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
Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.68%
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
Shares
Change %
KIM
1
Karpus Investment Management
New York
$61.9M +$750K +93,722 +1%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$3.56M -$21.8K -2,719 -0.6%
GC
3
Guggenheim Capital
Illinois
$2.25M +$1.14M +142,231 +102%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.93M -$10.9K -1,368 -0.6%
Morgan Stanley
5
Morgan Stanley
New York
$1.88M -$352K -43,967 -16%
CC
6
CF Capital
Massachusetts
$1.76M +$1.76M +220,000 New
AGM
7
Alpine Global Management
New York
$1.6M +$1.4M +175,600 +720%
IWC
8
Integrated Wealth Concepts
Massachusetts
$1.6M -$204K -25,473 -11%
Stifel Financial
9
Stifel Financial
Missouri
$1.42M -$238K -29,695 -14%
RF
10
RHS Financial
California
$1.41M +$75.9K +9,489 +6%
AC
11
Almitas Capital
California
$1.27M
RGC
12
Roberts, Glore & Co
Illinois
$1.13M -$68.7K -8,584 -6%
Bank of America
13
Bank of America
North Carolina
$988K -$1.6M -199,675 -62%
WAM
14
Wakefield Asset Management
Colorado
$860K +$42.2K +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 +$91.4K +11,419 +16%
UBS Group
18
UBS Group
Switzerland
$591K -$8.54K -1,068 -1%
RPA
19
Rock Point Advisors
Vermont
$483K -$102K -12,767 -17%
MC
20
Matisse Capital
Oregon
$426K
GWI
21
Grace & White Inc
New York
$374K +$64.8K +8,105 +21%
ACP
22
Aviance Capital Partners
Florida
$371K +$115K +14,374 +45%
QWM
23
Quadcap Wealth Management
Texas
$355K
CFD
24
Creative Financial Designs
Indiana
$309K -$7.77K -971 -2%
Capstone Investment Advisors
25
Capstone Investment Advisors
New York
$268K