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EHI

Western Asset Global High Income Fund

42 hedge funds and large institutions have $72.8M invested in Western Asset Global High Income Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $72.8M → $72.8M (+$33.6K)

0.02% less ownership

Funds ownership: 21.13%21.11% (-0.02%)

9% less funds holding

Funds holding: 4642 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

44% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 18

Holders
42
Holders Change
-4
Holders Change %
-8.7%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$198K
GEM
27
Global Endowment Management
North Carolina
$183K
SIA
28
Sit Investment Associates
Minnesota
$177K +$177K +15,922 New
AIG
29
American International Group
New York
$168K -$21.1K -1,900 -11%
CA
30
Cetera Advisors
Colorado
$167K +$56.7K +5,100 +51%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$144K -$46.3K -4,162 -24%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$140K -$1.64K -147 -1%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$72K +$62.5K +5,616 +702%
MFS
34
MSI Financial Services
Massachusetts
$47K +$111 +10 +0.2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$29K -$28.6K -2,567 -50%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$14K
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$11K
WTB
38
Washington Trust Bank
Washington
$10K
NFG
39
Next Financial Group
Texas
$4K
MA
40
MUFG Americas
New York
$3K +$445 +40 +19%
SG Americas Securities
41
SG Americas Securities
New York
-$728K -65,573 Closed
AQR Capital Management
42
AQR Capital Management
Connecticut
-$480K -43,292 Closed
BFM
43
Boothbay Fund Management
New York
-$177K -15,990 Closed
GBA
44
Garrison Bradford & Associates
New York
-$139K -12,500 Closed
VKH
45
Virtu KCG Holdings
New York
-$113K -10,154 Closed
PAM
46
Panagora Asset Management
Massachusetts
-$76K -6,817 Closed
ECM
47
Exchange Capital Management
Michigan
-$44K -4,042 Closed
NPC
48
National Planning Corporation
California
-$29.7K -2,667 Closed
BRWA
49
B. Riley Wealth Advisors
Florida
-$26 -2,300 Closed
MAA
50
Managed Account Advisors
New Jersey
+$33 +3 New

EHI Hedge Fund Activity: Q1 2015 in Review

42 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global High Income Fund (EHI) for Q1 2015, worth a combined $72.8M — up 0.05% from $72.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EHI and 5 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 10 added.

The largest buyer was Yorktown Management & Research Company, opening a new position worth an estimated $1.06M. The largest seller was Guggenheim Capital, cutting an estimated $1.4M.

  • 42 institutional investors held Western Asset Global High Income Fund (EHI) as of Q1 2015, down from 46 in Q4 2014.
  • Funds reported $72.8M of Western Asset Global High Income Fund stock for Q1 2015, up 0.05% quarter-over-quarter.
  • 5 funds opened new Western Asset Global High Income Fund positions in Q1 2015 and 9 closed out, a net change of -4 holders.
  • The largest Western Asset Global High Income Fund buyer in Q1 2015 was Yorktown Management & Research Company, an estimated $1.06M added.
  • The largest Western Asset Global High Income Fund seller in Q1 2015 was Guggenheim Capital, an estimated $1.4M sold.

Based on aggregated 13F filings for Q1 2015.