PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

25 hedge funds and large institutions have $8.98M invested in Western Asset Investment Grade Income Fund in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MRCM
M&R Capital Management
New Jersey
+$233K
2
Bank of America
Bank of America
North Carolina
+$73K
3
UBS Group
UBS Group
Switzerland
+$33.1K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.7K
5
GWM
Geneos Wealth Management
Colorado
+$21K

Top Sellers

1
VF
Virtu Financial
New York
-$193K
2
Wells Fargo
Wells Fargo
California
-$117K
3
Morgan Stanley
Morgan Stanley
New York
-$68.8K
4
GC
Guggenheim Capital
Illinois
-$58.7K
5
NFG
Next Financial Group
Texas
-$8K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
1
Clifford Swan Investment Counsel
California
$1.81M – – –
Wells Fargo
2
Wells Fargo
California
$1.65M -$117K -7,364 -7%
Bank of America
3
Bank of America
North Carolina
$802K +$73K +4,612 +10%
GIP
4
Granite Investment Partners
California
$725K +$2.72K +172 +0.4%
MCP
5
Martin Capital Partners
Oregon
$620K +$620K +39,154 New
GC
6
Guggenheim Capital
Illinois
$615K -$58.7K -3,726 -9%
UBS Group
7
UBS Group
Switzerland
$589K +$33.1K +2,091 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$475K +$1.05K +66 +0.2%
MRCM
9
M&R Capital Management
New Jersey
$370K +$233K +14,750 +171%
Morgan Stanley
10
Morgan Stanley
New York
$245K -$68.8K -4,357 -22%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$225K – – –
Invesco
12
Invesco
Georgia
$203K -$5.01K -316 -2%
APA
13
American Portfolios Advisors
New York
$174K +$174K +10,985 New
CIA
14
Capital Investment Advisors
Georgia
$162K -$4.46K -281 -3%
FCMT
15
Founders Capital Management (Texas)
Texas
$136K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$51K +$23.7K +1,500 +87%
SWM
17
SeaCrest Wealth Management
New York
$40K +$40K +2,500 New
BFEC
18
Benjamin F. Edwards & Company
Missouri
$37K – – –
GWM
19
Geneos Wealth Management
Colorado
$21K +$21K +1,384 New
PA
20
Parallel Advisors
California
$16K – – –
FMP
21
Financial Management Professionals
Texas
$14K – – –
SEI Investments
22
SEI Investments
Pennsylvania
$6K +$6K +400 New
AG
23
Advisor Group
Arizona
$2K – – –
SPIA
24
Steward Partners Investment Advisory
New York
$2K – – –
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
1
2