Western Asset Investment Grade Income Fund
PAI
26 hedge funds and large institutions have $9.29M invested in Western Asset Investment Grade Income Fund in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 26 → 26 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.01% less ownership
Funds ownership: 7.15% → 7.13% (-0.01%)
1% less capital invested
Capital invested by funds: $9.38M → $9.29M (-$86.7K)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$216K |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$158K |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$156K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$154K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$309K |
| 2 |
SG Americas Securities
New York
|
-$215K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$160K |
| 4 |
MRCM
M&R Capital Management
Summit,
New Jersey
|
-$106K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$71.1K |
PAI Hedge Fund Activity: Q2 2018 in Review
26 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Western Asset Investment Grade Income Fund (PAI) for Q2 2018, worth a combined $9.29M — down 0.92% from $9.38M a quarter earlier.
Fund positioning in PAI was balanced in Q2 2018: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 9 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $216K. The largest seller was Wells Fargo, cutting an estimated $309K.
- 26 institutional investors held Western Asset Investment Grade Income Fund (PAI) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $9.29M of Western Asset Investment Grade Income Fund stock for Q2 2018, down 0.92% quarter-over-quarter.
- 4 funds opened new Western Asset Investment Grade Income Fund positions in Q2 2018 and 4 closed out, a net change of 0 holders.
- The largest Western Asset Investment Grade Income Fund buyer in Q2 2018 was Northwestern Mutual Wealth Management, an estimated $216K added.
- The largest Western Asset Investment Grade Income Fund seller in Q2 2018 was Wells Fargo, an estimated $309K sold.
Based on aggregated 13F filings for Q2 2018.