PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

23 hedge funds and large institutions have $7.78M invested in Western Asset Investment Grade Income Fund in 2018 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
5
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$210K
2
Wells Fargo
Wells Fargo
California
+$70.4K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$54.9K
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$38K
5
GC
Guggenheim Capital
Illinois
+$6.95K

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$1.2M
2
WAM
Wolverine Asset Management
Illinois
-$487K
3
Bank of America
Bank of America
North Carolina
-$384K
4
CSIC
Clifford Swan Investment Counsel
California
-$184K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$165K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
1
Clifford Swan Investment Counsel
California
$1.34M -$184K -13,650 -12%
Wells Fargo
2
Wells Fargo
California
$1.22M +$70.4K +5,219 +6%
WAM
3
Wolverine Asset Management
Illinois
$681K -$487K -36,085 -42%
Bank of America
4
Bank of America
North Carolina
$616K -$384K -28,491 -38%
UBS Group
5
UBS Group
Switzerland
$609K +$210K +15,542 +53%
GIP
6
Granite Investment Partners
California
$568K -$15.1K -1,123 -3%
GC
7
Guggenheim Capital
Illinois
$537K +$6.95K +515 +1%
MCP
8
Martin Capital Partners
Oregon
$514K -$1.01K -75 -0.2%
MRCM
9
M&R Capital Management
New Jersey
$274K -$4.03K -300 -1%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$269K +$54.9K +4,076 +26%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$241K -$30.5K -2,260 -11%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$194K +$38K +2,812 +24%
Morgan Stanley
13
Morgan Stanley
New York
$173K -$46.7K -3,451 -21%
APA
14
American Portfolios Advisors
New York
$171K – – –
LCM
15
Landscape Capital Management
New Jersey
$155K -$54.5K -4,037 -26%
FCMT
16
Founders Capital Management (Texas)
Texas
$71K -$34.9K -2,600 -33%
SWM
17
SeaCrest Wealth Management
New York
$34K – – –
BFEC
18
Benjamin F. Edwards & Company
Missouri
$31K – – –
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$27K -$165K -12,231 -86%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$20K – – –
GWM
21
Geneos Wealth Management
Colorado
$18K – – –
FMP
22
Financial Management Professionals
Texas
$12K – – –
SPIA
23
Steward Partners Investment Advisory
New York
$2K – – –
CWM
24
Cornerstone Wealth Management
Missouri
– -$1.2M -16,440 Closed
CIA
25
Capital Investment Advisors
Georgia
– -$157K -11,397 Closed
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