PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

26 hedge funds and large institutions have $9.38M invested in Western Asset Investment Grade Income Fund in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$1.11M
2
SG Americas Securities
SG Americas Securities
New York
+$215K
3
LCM
Landscape Capital Management
New Jersey
+$194K
4
Bank of America
Bank of America
North Carolina
+$184K
5
MRCM
M&R Capital Management
New Jersey
+$69.2K

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
-$162K
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$133K
3
GIP
Granite Investment Partners
California
-$38.8K
4
UBS Group
UBS Group
Switzerland
-$34K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$24.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
1
Clifford Swan Investment Counsel
California
$1.58M – – –
Wells Fargo
2
Wells Fargo
California
$1.5M +$56.3K +4,062 +4%
WAM
3
Wolverine Asset Management
Illinois
$1.11M +$1.11M +79,796 New
Bank of America
4
Bank of America
North Carolina
$886K +$184K +13,287 +26%
GIP
5
Granite Investment Partners
California
$596K -$38.8K -2,798 -6%
MCP
6
Martin Capital Partners
Oregon
$547K +$4.61K +333 +0.9%
GC
7
Guggenheim Capital
Illinois
$534K -$6.38K -461 -1%
UBS Group
8
UBS Group
Switzerland
$482K -$34K -2,451 -7%
MRCM
9
M&R Capital Management
New Jersey
$393K +$69.2K +5,000 +21%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$283K -$133K -9,586 -32%
Morgan Stanley
11
Morgan Stanley
New York
$249K +$33.8K +2,435 +16%
SG Americas Securities
12
SG Americas Securities
New York
$215K +$215K +15,554 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$197K – – –
LCM
14
Landscape Capital Management
New Jersey
$194K +$194K +13,978 New
APA
15
American Portfolios Advisors
New York
$189K +$37.4K +2,697 +25%
Invesco
16
Invesco
Georgia
$160K -$17.7K -1,275 -10%
FCMT
17
Founders Capital Management (Texas)
Texas
$124K +$4.84K +350 +4%
SWM
18
SeaCrest Wealth Management
New York
$35K – – –
BFEC
19
Benjamin F. Edwards & Company
Missouri
$32K – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$21K -$24.2K -1,725 -53%
GWM
21
Geneos Wealth Management
Colorado
$19K – – –
PA
22
Parallel Advisors
California
$14K – – –
FMP
23
Financial Management Professionals
Texas
$13K – – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$8K +$8K +550 New
SPIA
25
Steward Partners Investment Advisory
New York
$2K – – –
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