PAI

Western Asset Investment Grade Income Fund

22 hedge funds and large institutions have $7.18M invested in Western Asset Investment Grade Income Fund in 2019 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
8
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
1
Clifford Swan Investment Counsel
California
$1.37M -$27.5K -1,850 -2%
GC
2
Guggenheim Capital
Illinois
$1.04M +$112K +7,498 +12%
GIP
3
Granite Investment Partners
California
$638K +$3.78K +254 +0.6%
Bank of America
4
Bank of America
North Carolina
$537K -$1.65K -111 -0.3%
MCP
5
Martin Capital Partners
Oregon
$533K -$30K -2,017 -5%
MRCM
6
M&R Capital Management
New Jersey
$451K
Wells Fargo
7
Wells Fargo
California
$418K -$116K -7,797 -22%
UBS Group
8
UBS Group
Switzerland
$341K -$46K -3,093 -12%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$279K -$30.5K -2,051 -10%
Morgan Stanley
10
Morgan Stanley
New York
$259K +$64.1K +4,302 +33%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$254K +$13.3K +894 +6%
CAN
12
Cetera Advisor Networks
California
$229K -$148K -10,000 -39%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$195K +$832 +56 +0.4%
Lido Advisors
14
Lido Advisors
California
$189K -$81.9K -5,499 -30%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$177K +$13.6K +917 +8%
WCM
16
Whitener Capital Management
North Carolina
$111K
FCMT
17
Founders Capital Management (Texas)
Texas
$72K
BFEC
18
Benjamin F. Edwards & Company
Missouri
$34K
GWM
19
Geneos Wealth Management
Colorado
$20K +$71 +5 +0.4%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$14K -$957 -64 -6%
FMP
21
Financial Management Professionals
Texas
$14K
FIA
22
FNY Investment Advisers
New York
$2K +$247 +20 +14%
APA
23
American Portfolios Advisors
New York
-$187K -12,648 Closed
SWM
24
SeaCrest Wealth Management
New York
-$30K -2,000 Closed