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PAI

Western Asset Investment Grade Income Fund
PAI

25 hedge funds and large institutions have $18.3M invested in Western Asset Investment Grade Income Fund in 2013 Q2 according to their latest regulatory filings, with 25 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

14.91% more ownership

Funds ownership: 0% → 14.91% (+15%)

Holders
25
Holders Change
+25
Holders Change %
–
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$4.69M +$5.07M +364,379 New
1CP
2
1607 Capital Partners
Virginia
$2.64M +$2.85M +205,100 New
Wells Fargo
3
Wells Fargo
California
$2.17M +$2.35M +168,603 New
CSIC
4
Clifford Swan Investment Counsel
California
$1.6M +$1.73M +124,517 New
Morgan Stanley
5
Morgan Stanley
New York
$1.4M +$1.51M +108,556 New
WAM
6
Wolverine Asset Management
Illinois
$1.08M +$1.17M +84,143 New
DA
7
Doliver Advisors
Texas
$840K +$909K +65,293 New
SFS
8
Shaker Financial Services
Virginia
$806K +$872K +62,648 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$570K +$617K +44,319 New
U
10
UBS
Switzerland
$361K +$390K +28,043 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$273K +$295K +21,200 New
KIM
12
Karpus Investment Management
New York
$268K +$290K +20,833 New
Bank of America
13
Bank of America
North Carolina
$254K +$274K +19,721 New
KCG
14
Knight Capital Group
$199K +$215K +15,433 New
CA
15
Cornerstone Advisors
North Carolina
$185K +$200K +14,383 New
KFS
16
KMS Financial Services
Washington
$183K +$198K +14,231 New
PMG
17
ProVise Management Group
Florida
$157K +$171K +12,260 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$151K – – –
AQR Capital Management
19
AQR Capital Management
Connecticut
$150K +$162K +11,645 New
LPL Financial
20
LPL Financial
California
$135K +$146K +10,516 New
TC
21
TFS Capital
Pennsylvania
$129K +$140K +10,050 New
First Manhattan
22
First Manhattan
New York
$43K +$47.3K +3,400 New
FMP
23
Financial Management Professionals
Texas
$12K +$12.9K +925 New
TRCT
24
Tower Research Capital (TRC)
New York
$4K +$4.17K +300 New
MFS
25
MSI Financial Services
Massachusetts
$3K +$3.31K +238 New
1
2

PAI Hedge Fund Activity: Q2 2013 in Review

25 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Western Asset Investment Grade Income Fund (PAI) for Q2 2013, worth a combined $18.3M.

Buyers outnumbered sellers: 25 funds opened new PAI positions and 0 closed out — a net gain of 25 holders — while 0 added to existing stakes and 0 trimmed.

  • 25 institutional investors held Western Asset Investment Grade Income Fund (PAI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $18.3M of Western Asset Investment Grade Income Fund stock for Q2 2013.
  • 25 funds opened new Western Asset Investment Grade Income Fund positions in Q2 2013 and 0 closed out, a net change of +25 holders.

Based on aggregated 13F filings for Q2 2013.