PAI

Western Asset Investment Grade Income Fund

24 hedge funds and large institutions have $7.61M invested in Western Asset Investment Grade Income Fund in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
1
Clifford Swan Investment Counsel
California
$1.39M -$22.1K -1,500 -2%
GC
2
Guggenheim Capital
Illinois
$924K +$125K +8,475 +16%
GIP
3
Granite Investment Partners
California
$629K +$3.85K +261 +0.6%
MCP
4
Martin Capital Partners
Oregon
$558K -$1.81K -123 -0.3%
Bank of America
5
Bank of America
North Carolina
$535K -$141K -9,537 -21%
Wells Fargo
6
Wells Fargo
California
$529K -$231K -15,676 -30%
MRCM
7
M&R Capital Management
New Jersey
$439K +$420K +29,080 +2,237%
UBS Group
8
UBS Group
Switzerland
$383K -$133K -9,012 -26%
CAN
9
Cetera Advisor Networks
California
$375K +$375K +25,467 New
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$307K
Lido Advisors
11
Lido Advisors
California
$269K +$20.2K +1,368 +8%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$239K +$239K +16,197 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$193K +$546 +37 +0.3%
Morgan Stanley
14
Morgan Stanley
New York
$193K +$4.42K +300 +2%
APA
15
American Portfolios Advisors
New York
$187K
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$162K +$162K +10,975 New
WCM
17
Whitener Capital Management
North Carolina
$110K +$39.7K +2,700 +57%
FCMT
18
Founders Capital Management (Texas)
Texas
$71K
BFEC
19
Benjamin F. Edwards & Company
Missouri
$34K
SWM
20
SeaCrest Wealth Management
New York
$30K -$7.5K -500 -20%
GWM
21
Geneos Wealth Management
Colorado
$20K +$243 +17 +1%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$15K
FMP
23
Financial Management Professionals
Texas
$14K
FIA
24
FNY Investment Advisers
New York
$2K +$2K +142 New
Stifel Financial
25
Stifel Financial
Missouri
-$153K -11,629 Closed