PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

41 hedge funds and large institutions have $27M invested in Western Asset Investment Grade Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$1M
2
GC
Guggenheim Capital
Illinois
+$403K
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$186K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$153K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$65.2K

Top Sellers

1
SA
SFI Advisors
New Jersey
-$560K
2
TIM
Tortoise Investment Management
New York
-$164K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$138K
4
LCM
Landscape Capital Management
New Jersey
-$103K
5
WAM
Wolverine Asset Management
Illinois
-$88.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
GHAM
26
Gilman Hill Asset Management
Connecticut
$193K – – –
TPW
27
Transatlantique Private Wealth
New York
$192K – – –
FPAS
28
Focus Partners Advisor Solutions
Missouri
$186K +$186K +14,438 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$153K +$153K +11,921 New
Bank of America
30
Bank of America
North Carolina
$82.6K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$53.7K – – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$51K +$42.9K +3,336 +531%
FCMT
33
Founders Capital Management (Texas)
Texas
$40.4K – – –
Comerica Bank
34
Comerica Bank
Texas
$31.5K +$31.5K +2,450 New
TIM
35
Tortoise Investment Management
New York
$26.6K -$164K -12,724 -86%
CFD
36
Creative Financial Designs
Indiana
$19.3K – – –
MRCM
37
M&R Capital Management
New Jersey
$16.7K -$15.4K -1,200 -48%
UCI
38
Uncommon Cents Investing
Wisconsin
$16.7K +$16.7K +1,300 New
IAIM
39
International Assets Investment Management
Florida
$7.15K +$6.71K +86,299 +1,527%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$6K +$6K +460 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.8K – – –
SA
42
SFI Advisors
New Jersey
– -$560K -46,333 Closed
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
– -$138K -11,431 Closed
WAM
44
Wolverine Asset Management
Illinois
– -$88.3K -7,310 Closed
TFF
45
The Family Firm
Maryland
– -$10.3K -850 Closed
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