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GFY

Western Asset Variable Rate Strategic Fund, Inc

Delisted

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

23 hedge funds and large institutions have $33.1M invested in Western Asset Variable Rate Strategic Fund, Inc in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

1% less capital invested

Capital invested by funds: $33.6M → $33.1M (-$493K)

4% less funds holding

Funds holding: 2423 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$15.2M +$1.84M +118,491 +14%
RVPG
2
Relative Value Partners Group
$10.2M -$2.65M -170,867 -21%
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$2.13M -$73K -4,705 -3%
UBS Group
4
UBS Group
Switzerland
$935K +$2.87K +185 +0.3%
Morgan Stanley
5
Morgan Stanley
New York
$912K -$71.1K -4,582 -7%
First Trust Advisors
6
First Trust Advisors
Illinois
$808K +$19K +1,221 +2%
SFS
7
Shaker Financial Services
Virginia
$468K +$467K +30,103 New
Bessemer Group
8
Bessemer Group
New Jersey
$426K
LCM
9
Landscape Capital Management
New Jersey
$417K +$128K +8,216 +44%
Wells Fargo
10
Wells Fargo
California
$366K +$117K +7,562 +47%
Bank of America
11
Bank of America
North Carolina
$343K +$25.8K +1,664 +8%
HighTower Advisors
12
HighTower Advisors
Illinois
$292K -$11.1K -715 -4%
PMG
13
ProVise Management Group
Florida
$210K -$53K -3,413 -20%
SMC
14
Smith, Moore & Co
Missouri
$195K -$27.9K -1,800 -13%
APSP
15
Asset Planning Services (Pennsylvania)
Pennsylvania
$113K +$1.06K +68 +0.9%
Citigroup
16
Citigroup
New York
$20K -$5.03K -324 -20%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$19K +$11K +710 +144%
BKA
18
Brick & Kyle Associates
Pennsylvania
$17K
AG
19
Advisor Group
Arizona
$12K +$12.4K +800 New
WAM
20
Wealthspire Advisors (Maryland)
Maryland
$10K
CPIG
21
Chicago Partners Investment Group
Illinois
$8K
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$217K -14,165 Closed
AIG
23
American International Group
New York
-$12K -800 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$3K -194 Closed

GFY Hedge Fund Activity: Q2 2016 in Review

23 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Asset Variable Rate Strategic Fund, Inc (GFY) for Q2 2016, worth a combined $33.1M — down 1.5% from $33.6M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of GFY and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 8 added.

The largest buyer was Sit Investment Associates, adding an estimated $1.84M. The largest seller was Relative Value Partners Group, cutting an estimated $2.65M.

  • 23 institutional investors held Western Asset Variable Rate Strategic Fund, Inc (GFY) as of Q2 2016, down from 24 in Q1 2016.
  • Funds reported $33.1M of Western Asset Variable Rate Strategic Fund, Inc stock for Q2 2016, down 1.5% quarter-over-quarter.
  • 2 funds opened new Western Asset Variable Rate Strategic Fund, Inc positions in Q2 2016 and 3 closed out, a net change of -1 holder.
  • The largest Western Asset Variable Rate Strategic Fund, Inc buyer in Q2 2016 was Sit Investment Associates, an estimated $1.84M added.
  • The largest Western Asset Variable Rate Strategic Fund, Inc seller in Q2 2016 was Relative Value Partners Group, an estimated $2.65M sold.

Based on aggregated 13F filings for Q2 2016.