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GFY

Western Asset Variable Rate Strategic Fund, Inc

Delisted

GFY was delisted on the 20th of November, 2020.

21 hedge funds and large institutions have $48.5M invested in Western Asset Variable Rate Strategic Fund, Inc in 2014 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $44.4M → $48.5M (+$4.08M)

13% less funds holding

Funds holding: 2421 (-3)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
7
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RVP
1
Relative Value Partners
Illinois
$20.3M +$7.69M +446,542 +60%
SIA
2
Sit Investment Associates
Minnesota
$15.2M -$1.23M -71,416 -7%
U
3
UBS
Switzerland
$3.36M +$362K +21,042 +12%
IT
4
Independence Trust
Tennessee
$1.81M +$1.43M +83,273 +363%
Invesco
5
Invesco
Georgia
$1.74M
Morgan Stanley
6
Morgan Stanley
New York
$1.06M -$25K -1,450 -2%
First Trust Advisors
7
First Trust Advisors
Illinois
$828K -$263K -15,294 -24%
PIA
8
Peachtree Investment Advisors
Georgia
$695K +$136K +7,877 +24%
HighTower Advisors
9
HighTower Advisors
Illinois
$662K -$15.5K -900 -2%
Citigroup
10
Citigroup
New York
$538K -$32.7K -1,897 -6%
SCM
11
Saba Capital Management
New York
$446K -$2.02M -117,535 -82%
Bank of America
12
Bank of America
North Carolina
$415K -$430 -25 -0.1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$300K +$9.9K +575 +3%
PMG
14
ProVise Management Group
Florida
$292K +$15.2K +885 +5%
SMC
15
Smith, Moore & Co
Missouri
$240K -$32.7K -1,900 -12%
CL
16
CSS LLC
Illinois
$221K +$930 +54 +0.4%
Wells Fargo
17
Wells Fargo
California
$179K -$25.2K -1,464 -12%
OIA
18
Optimum Investment Advisors
Illinois
$71K -$51.8K -3,009 -42%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$66K -$17.2K -1,000 -21%
MFS
20
MSI Financial Services
Massachusetts
$17K
NES
21
New England Securities
New York
$17K
BFEC
22
Benjamin F. Edwards & Company
Missouri
$7K
DA
23
Doliver Advisors
Texas
-$206K -11,770 Closed
WAM
24
Wolverine Asset Management
Illinois
-$164K -9,436 Closed
TRCT
25
Tower Research Capital (TRC)
New York
-$5K -300 Closed

GFY Hedge Fund Activity: Q3 2014 in Review

21 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Western Asset Variable Rate Strategic Fund, Inc (GFY) for Q3 2014, worth a combined $48.5M — up 9.2% from $44.4M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of GFY and 0 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 7 added.

The largest buyer was Relative Value Partners, adding an estimated $7.69M. The largest seller was Saba Capital Management, cutting an estimated $2.02M.

  • 21 institutional investors held Western Asset Variable Rate Strategic Fund, Inc (GFY) as of Q3 2014, down from 24 in Q2 2014.
  • Funds reported $48.5M of Western Asset Variable Rate Strategic Fund, Inc stock for Q3 2014, up 9.2% quarter-over-quarter.
  • 0 funds opened new Western Asset Variable Rate Strategic Fund, Inc positions in Q3 2014 and 3 closed out, a net change of -3 holders.
  • The largest Western Asset Variable Rate Strategic Fund, Inc buyer in Q3 2014 was Relative Value Partners, an estimated $7.69M added.
  • The largest Western Asset Variable Rate Strategic Fund, Inc seller in Q3 2014 was Saba Capital Management, an estimated $2.02M sold.

Based on aggregated 13F filings for Q3 2014.