PAI

Western Asset Investment Grade Income Fund

27 hedge funds and large institutions have $10.5M invested in Western Asset Investment Grade Income Fund in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
1
Clifford Swan Investment Counsel
California
$1.56M -$10.1K -735 -0.6%
CWM
2
Cornerstone Wealth Management
Missouri
$1.2M +$1.2M +16,440 New
WAM
3
Wolverine Asset Management
Illinois
$1.19M +$93.4K +6,799 +9%
Wells Fargo
4
Wells Fargo
California
$1.17M -$310K -22,567 -21%
Bank of America
5
Bank of America
North Carolina
$1.02M +$140K +10,212 +16%
GIP
6
Granite Investment Partners
California
$594K +$3.54K +258 +0.6%
GC
7
Guggenheim Capital
Illinois
$541K +$9.82K +713 +2%
MCP
8
Martin Capital Partners
Oregon
$524K -$18.3K -1,330 -3%
UBS Group
9
UBS Group
Switzerland
$407K -$71.4K -5,186 -15%
MRCM
10
M&R Capital Management
New Jersey
$284K -$106K -7,700 -27%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$276K -$4.45K -324 -2%
Morgan Stanley
12
Morgan Stanley
New York
$223K -$23.3K -1,700 -9%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$218K +$216K +15,755 +11,254%
LCM
14
Landscape Capital Management
New Jersey
$213K +$21.1K +1,534 +11%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$197K
APA
16
American Portfolios Advisors
New York
$174K -$14.2K -1,034 -8%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$159K +$159K +11,538 New
CIA
18
Capital Investment Advisors
Georgia
$157K +$157K +11,397 New
KIM
19
Karpus Investment Management
New York
$154K +$154K +11,269 New
FCMT
20
Founders Capital Management (Texas)
Texas
$108K -$14.7K -1,075 -12%
SWM
21
SeaCrest Wealth Management
New York
$34K
BFEC
22
Benjamin F. Edwards & Company
Missouri
$32K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$21K
GWM
24
Geneos Wealth Management
Colorado
$19K
FMP
25
Financial Management Professionals
Texas
$13K