PAI

Western Asset Investment Grade Income Fund

23 hedge funds and large institutions have $13.2M invested in Western Asset Investment Grade Income Fund in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$2.63M +$258K +18,023 +11%
CSIC
2
Clifford Swan Investment Counsel
California
$1.67M -$43.2K -3,020 -3%
UBS Group
3
UBS Group
Switzerland
$1.66M -$342K -23,923 -17%
Invesco
4
Invesco
Georgia
$1.04M +$830K +58,012 +387%
GC
5
Guggenheim Capital
Illinois
$1.01M +$61.5K +4,294 +7%
SIA
6
SeaBridge Investment Advisors
New Jersey
$905K -$450K -31,466 -33%
Bank of America
7
Bank of America
North Carolina
$706K -$15.7K -1,096 -2%
GIP
8
Granite Investment Partners
California
$645K +$2.47K +173 +0.4%
LPL Financial
9
LPL Financial
California
$597K +$58.4K +4,119 +11%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$470K +$63K +4,401 +15%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$400K +$400K +27,941 New
Morgan Stanley
12
Morgan Stanley
New York
$385K -$16K -1,120 -4%
CIA
13
Capital Investment Advisors
Georgia
$313K -$65K -4,540 -17%
SG Americas Securities
14
SG Americas Securities
New York
$254K +$254K +17,757 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$215K +$10.8K +750 +5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$153K -$30.3K -2,115 -17%
WA
17
WFG Advisors
Texas
$66K +$777 +54 +1%
NFG
18
Next Financial Group
Texas
$36K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$28K -$25.5K -1,800 -48%
MRCM
20
M&R Capital Management
New Jersey
$19K +$12K +850 +170%
AG
21
Advisor Group
Arizona
$17K -$17K -1,200 -50%
PA
22
Parallel Advisors
California
$14K +$14K +1,000 New
FMP
23
Financial Management Professionals
Texas
$13K
Citadel Advisors
24
Citadel Advisors
Florida
-$475K -30,936 Closed
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
-$12K -787 Closed