PAI

Western Asset Investment Grade Income Fund

22 hedge funds and large institutions have $9.17M invested in Western Asset Investment Grade Income Fund in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-3
Holders Change %
-12%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
1
Clifford Swan Investment Counsel
California
$1.7M -$41.1K -2,755 -2%
Wells Fargo
2
Wells Fargo
California
$1.45M +$268 +18 +0%
Invesco
3
Invesco
Georgia
$1.27M +$270K +18,148 +27%
GC
4
Guggenheim Capital
Illinois
$768K -$157K -10,509 -17%
Bank of America
5
Bank of America
North Carolina
$700K -$109K -7,338 -14%
GIP
6
Granite Investment Partners
California
$678K +$3.51K +235 +0.5%
UBS Group
7
UBS Group
Switzerland
$593K -$843K -56,523 -59%
Morgan Stanley
8
Morgan Stanley
New York
$490K +$124K +8,353 +34%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$488K +$34.8K +2,334 +8%
MRCM
10
M&R Capital Management
New Jersey
$266K +$224K +14,579 +530%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$212K
CIA
12
Capital Investment Advisors
Georgia
$164K -$96K -6,423 -37%
FCMT
13
Founders Capital Management (Texas)
Texas
$128K
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$127K -$219K -14,686 -63%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$34K +$34K +2,310 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$26K -$3.77K -250 -13%
SEI Investments
17
SEI Investments
Pennsylvania
$22K +$22K +1,500 New
AG
18
Advisor Group
Arizona
$17K -$7.07K -499 -29%
PA
19
Parallel Advisors
California
$15K
FMP
20
Financial Management Professionals
Texas
$13K
NFG
21
Next Financial Group
Texas
$7K
SPIA
22
Steward Partners Investment Advisory
New York
$2K
LPL Financial
23
LPL Financial
California
-$682K -46,760 Closed
SIA
24
SeaBridge Investment Advisors
New Jersey
-$439K -30,271 Closed
DA
25
Doliver Advisors
Texas
-$323K -22,299 Closed