We are live on ! Find out more
EHI

Western Asset Global High Income Fund

37 hedge funds and large institutions have $70.2M invested in Western Asset Global High Income Fund in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

0% more capital invested

Capital invested by funds: $70M → $70.2M (+$263K)

0.72% less ownership

Funds ownership: 18.32%17.6% (-0.72%)

12% less funds holding

Funds holding: 4237 (-5)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
37
Holders Change
-5
Holders Change %
-11.9%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
17
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$19M +$745K +58,448 +4%
Morgan Stanley
2
Morgan Stanley
New York
$15.6M +$111K +8,724 +0.7%
Invesco
3
Invesco
Georgia
$8.96M +$708K +55,483 +9%
CIA
4
Capital Investment Advisors
Georgia
$4.81M -$163K -12,769 -3%
TFMS
5
Trust & Fiduciary Management Services
Massachusetts
$4.11M +$708K +55,558 +21%
PPA
6
Parametric Portfolio Associates
Washington
$3.76M +$1.16M +90,904 +45%
Bank of America
7
Bank of America
North Carolina
$2.08M +$254K +19,945 +14%
GBA
8
Garrison Bradford & Associates
New York
$1.87M
U
9
UBS
Switzerland
$1.56M -$56.2K -4,405 -3%
AAM
10
Advisors Asset Management
Colorado
$1.49M +$451K +35,356 +44%
Cohen & Steers
11
Cohen & Steers
New York
$1.4M
First Trust Advisors
12
First Trust Advisors
Illinois
$1.02M +$80.7K +6,331 +9%
LPL Financial
13
LPL Financial
California
$1.01M +$72.8K +5,710 +8%
Citigroup
14
Citigroup
New York
$427K -$74.2K -5,819 -15%
AQR Capital Management
15
AQR Capital Management
Connecticut
$331K -$16.4K -1,287 -5%
RJA
16
Raymond James & Associates
Florida
$316K -$24K -1,883 -7%
Wells Fargo
17
Wells Fargo
California
$282K -$37.5K -2,939 -12%
WEC
18
Winslow Evans & Crocker
Massachusetts
$281K -$8.03K -630 -3%
AIG
19
American International Group
New York
$266K +$17.1K +1,337 +7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$237K +$10.8K +849 +5%
GEM
21
Global Endowment Management
North Carolina
$212K
VKH
22
Virtu KCG Holdings
New York
$209K +$75.3K +5,905 +57%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$200K +$17.6K +1,379 +10%
WS
24
Wedbush Securities
California
$180K +$178K +13,970 New
US Bancorp
25
US Bancorp
Minnesota
$178K

EHI Hedge Fund Activity: Q2 2014 in Review

37 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global High Income Fund (EHI) for Q2 2014, worth a combined $70.2M — up 0.38% from $70M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EHI and 2 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 17 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $1.16M. The largest seller was Saba Capital Management, exiting entirely with an estimated $5.99M sold.

  • 37 institutional investors held Western Asset Global High Income Fund (EHI) as of Q2 2014, down from 42 in Q1 2014.
  • Funds reported $70.2M of Western Asset Global High Income Fund stock for Q2 2014, up 0.38% quarter-over-quarter.
  • 2 funds opened new Western Asset Global High Income Fund positions in Q2 2014 and 7 closed out, a net change of -5 holders.
  • The largest Western Asset Global High Income Fund buyer in Q2 2014 was Parametric Portfolio Associates, an estimated $1.16M added.
  • The largest Western Asset Global High Income Fund seller in Q2 2014 was Saba Capital Management, an estimated $5.99M sold.

Based on aggregated 13F filings for Q2 2014.