PAI

Western Asset Investment Grade Income Fund

23 hedge funds and large institutions have $26.6M invested in Western Asset Investment Grade Income Fund in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$10M -$3.33M -244,857 -25%
Wells Fargo
2
Wells Fargo
California
$5.91M +$367K +27,027 +7%
LPL Financial
3
LPL Financial
California
$2.1M +$864K +63,797 +70%
UBS Group
4
UBS Group
Switzerland
$1.9M -$192K -14,111 -9%
CSIC
5
Clifford Swan Investment Counsel
California
$1.67M -$318K -23,430 -16%
SIA
6
SeaBridge Investment Advisors
New Jersey
$1.42M +$1.42M +104,150 New
Morgan Stanley
7
Morgan Stanley
New York
$940K +$21.3K +1,564 +2%
GC
8
Guggenheim Capital
Illinois
$884K +$73.3K +5,421 +9%
GIP
9
Granite Investment Partners
California
$607K -$109K -8,000 -15%
Bank of America
10
Bank of America
North Carolina
$385K -$52.4K -3,849 -12%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$193K
CRC
12
Curi RMB Capital
Illinois
$153K +$153K +11,261 New
PAG
13
Private Advisor Group
New Jersey
$152K +$152K +11,207 New
PCP
14
Proficio Capital Partners
Massachusetts
$101K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$67K +$217 +16 +0.3%
WA
16
WFG Advisors
Texas
$62K
AIG
17
American International Group
New York
$18K +$1.39K +100 +8%
FMP
18
Financial Management Professionals
Texas
$13K
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$11K
Citigroup
20
Citigroup
New York
$10K +$10K +716 New
NFG
21
Next Financial Group
Texas
$6K +$6K +500 New
IWM
22
Integrated Wealth Management
California
$5K
TRCT
23
Tower Research Capital (TRC)
New York
$1K +$1K +74 New
KIM
24
Karpus Investment Management
New York
-$2.54M -195,376 Closed
AIM
25
Advantage Investment Management
Iowa
-$7K -500 Closed