PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

21 hedge funds and large institutions have $30M invested in Western Asset Investment Grade Income Fund in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
–
Holders Change %
0%
% 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
7
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$1.25M
2
Morgan Stanley
Morgan Stanley
New York
+$363K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$191K
4
ICAS
Investors Capital Advisory Services
Massachusetts
+$151K
5
GIP
Granite Investment Partners
California
+$95.5K

Top Sellers

1
SCM
Saba Capital Management
New York
-$2.02M
2
MFS
MSI Financial Services
Massachusetts
-$1.11M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$317K
4
DA
Doliver Advisors
Texas
-$234K
5
AQR Capital Management
AQR Capital Management
Connecticut
-$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$13.2M +$67.3K +5,000 +0.5%
KIM
2
Karpus Investment Management
New York
$5.12M +$1.25M +92,586 +32%
Wells Fargo
3
Wells Fargo
California
$3.79M -$7.25K -539 -0.2%
CSIC
4
Clifford Swan Investment Counsel
California
$1.98M -$25.3K -1,880 -1%
GC
5
Guggenheim Capital
Illinois
$1.19M -$142K -10,559 -11%
SCM
6
Saba Capital Management
New York
$796K -$2.02M -149,957 -72%
Morgan Stanley
7
Morgan Stanley
New York
$737K +$363K +27,021 +97%
GIP
8
Granite Investment Partners
California
$671K +$95.5K +7,100 +17%
UBS Group
9
UBS Group
Switzerland
$661K +$661K +49,115 New
LPL Financial
10
LPL Financial
California
$431K +$256 +19 +0.1%
Bank of America
11
Bank of America
North Carolina
$395K +$31.6K +2,349 +9%
AQR Capital Management
12
AQR Capital Management
Connecticut
$256K -$208K -15,445 -45%
LCM
13
Landscape Capital Management
New Jersey
$206K +$9.13K +679 +5%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$191K +$191K +14,231 New
ICAS
15
Investors Capital Advisory Services
Massachusetts
$151K +$151K +11,291 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$113K -$317K -23,463 -74%
WA
17
WFG Advisors
Texas
$61K – – –
MFS
18
MSI Financial Services
Massachusetts
$17K -$1.11M -84,350 -98%
FMP
19
Financial Management Professionals
Texas
$12K – – –
NPC
20
National Planning Corporation
California
$10.9K +$10.9K +800 New
AIM
21
Advantage Investment Management
Iowa
$7K +$7K +500 New
DA
22
Doliver Advisors
Texas
– -$234K -17,456 Closed
NFG
23
Next Financial Group
Texas
– -$27K -2,000 Closed
Citigroup
24
Citigroup
New York
– -$23K -1,737 Closed