PAI

Western Asset Investment Grade Income Fund

23 hedge funds and large institutions have $6.22M invested in Western Asset Investment Grade Income Fund in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
1
Clifford Swan Investment Counsel
California
$1.26M -$52.8K -4,000 -4%
GC
2
Guggenheim Capital
Illinois
$715K +$189K +14,345 +36%
Wells Fargo
3
Wells Fargo
California
$680K -$516K -39,089 -43%
Bank of America
4
Bank of America
North Carolina
$604K +$1.11K +84 +0.2%
GIP
5
Granite Investment Partners
California
$560K +$3.57K +270 +0.6%
MCP
6
Martin Capital Partners
Oregon
$501K -$1.32K -100 -0.3%
UBS Group
7
UBS Group
Switzerland
$462K -$133K -10,095 -22%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$275K +$11.4K +865 +4%
Lido Advisors
9
Lido Advisors
California
$221K +$221K +16,814 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$172K -$63.3K -4,800 -27%
Morgan Stanley
11
Morgan Stanley
New York
$169K
APA
12
American Portfolios Advisors
New York
$167K
Stifel Financial
13
Stifel Financial
Missouri
$153K +$153K +11,629 New
FCMT
14
Founders Capital Management (Texas)
Texas
$64K -$5.96K -450 -9%
WCM
15
Whitener Capital Management
North Carolina
$63K +$63K +4,775 New
SWM
16
SeaCrest Wealth Management
New York
$33K
BFEC
17
Benjamin F. Edwards & Company
Missouri
$30K
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$20K +$20K +1,500 New
GWM
19
Geneos Wealth Management
Colorado
$18K
MRCM
20
M&R Capital Management
New Jersey
$17K -$249K -19,079 -94%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$13K -$13K -1,000 -50%
FMP
22
Financial Management Professionals
Texas
$12K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +617 New
WAM
24
Wolverine Asset Management
Illinois
-$681K -50,510 Closed
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
-$194K -14,350 Closed