PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

28 hedge funds and large institutions have $10.3M invested in Western Asset Investment Grade Income Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$347K
2
SFS
Shaker Financial Services
Virginia
+$293K
3
WAM
Wolverine Asset Management
Illinois
+$238K
4
Lido Advisors
Lido Advisors
California
+$208K
5
KAS
Kestra Advisory Services
Texas
+$160K

Top Sellers

1
BRWM
B. Riley Wealth Management
Tennessee
-$379K
2
GC
Guggenheim Capital
Illinois
-$139K
3
Osaic Holdings
Osaic Holdings
Arizona
-$105K
4
CSIC
Clifford Swan Investment Counsel
California
-$30.2K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
Montag & Associates
Georgia
$16K +$16K +1,000 New
FMP
27
Financial Management Professionals
Texas
$15K – – –
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
BRWM
29
B. Riley Wealth Management
Tennessee
– -$379K -23,534 Closed
1
2