PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

40 hedge funds and large institutions have $24.9M invested in Western Asset Investment Grade Income Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$806K
2
SA
SFI Advisors
New Jersey
+$560K
3
GC
Guggenheim Capital
Illinois
+$554K
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$232K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$191K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$725K
2
1CP
1607 Capital Partners
Virginia
-$538K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$355K
4
Invesco
Invesco
Georgia
-$214K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$141K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$191K +$191K +15,835 New
GHAM
27
Gilman Hill Asset Management
Connecticut
$181K +$30.2K +2,500 +20%
TPW
28
Transatlantique Private Wealth
New York
$181K – – –
TIM
29
Tortoise Investment Management
New York
$179K -$96K -7,945 -35%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$138K +$138K +11,431 New
WAM
31
Wolverine Asset Management
Illinois
$88.3K +$88.3K +7,310 New
Bank of America
32
Bank of America
North Carolina
$77.6K -$40.4K -3,343 -34%
IAIM
33
International Assets Investment Management
Florida
$68.3K +$68.3K +5,650 New
Osaic Holdings
34
Osaic Holdings
Arizona
$50.5K – – –
FCMT
35
Founders Capital Management (Texas)
Texas
$37.9K – – –
MRCM
36
M&R Capital Management
New Jersey
$30.2K – – –
CFD
37
Creative Financial Designs
Indiana
$18.1K -$8.07K -668 -31%
TFF
38
The Family Firm
Maryland
$10.3K +$10.3K +850 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$7.59K -$88.3K -7,307 -92%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$1.69K – – –
Invesco
41
Invesco
Georgia
– -$214K -17,540 Closed
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
– -$141K -11,556 Closed
GIP
43
Granite Investment Partners
California
– -$136K -11,132 Closed
FIM
44
Fernwood Investment Management
Massachusetts
– -$6.1K -500 Closed
US Bancorp
45
US Bancorp
Minnesota
– -$1.55K -127 Closed
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