PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

32 hedge funds and large institutions have $12.6M invested in Western Asset Investment Grade Income Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
Foresight Wealth Management
Utah
+$356K
2
LPL Financial
LPL Financial
California
+$233K
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$211K
4
Lido Advisors
Lido Advisors
California
+$206K
5
KA
Kovack Advisors
Florida
+$203K

Top Sellers

1
CAN
Cetera Advisor Networks
California
-$161K
2
Stifel Financial
Stifel Financial
Missouri
-$141K
3
GIP
Granite Investment Partners
California
-$87.6K
4
Wells Fargo
Wells Fargo
California
-$58.2K
5
Bank of America
Bank of America
North Carolina
-$40.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
26
FNY Investment Advisers
New York
$54K +$54K +3,500 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$41K -$9.35K -600 -19%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$36K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$25K +$397 +25 +2%
MA
30
Montag & Associates
Georgia
$16K – – –
PAI
31
Pittenger & Anderson Inc
Nebraska
$5K +$5K +308 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
FMP
33
Financial Management Professionals
Texas
– -$14K -925 Closed
RWM
34
RBA Wealth Management
California
– -$6.34K -418 Closed
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