PAI

Western Asset Investment Grade Income Fund

22 hedge funds and large institutions have $8.4M invested in Western Asset Investment Grade Income Fund in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
1
Clifford Swan Investment Counsel
California
$1.45M -$45.4K -2,800 -3%
GC
2
Guggenheim Capital
Illinois
$1.41M +$270K +16,602 +24%
GIP
3
Granite Investment Partners
California
$701K +$4K +246 +0.6%
Bank of America
4
Bank of America
North Carolina
$631K +$44.5K +2,743 +8%
MCP
5
Martin Capital Partners
Oregon
$582K
UBS Group
6
UBS Group
Switzerland
$554K +$182K +11,185 +49%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$305K
Ameriprise
8
Ameriprise
Minnesota
$305K +$305K +18,798 New
BRWM
9
B. Riley Wealth Management
Tennessee
$295K +$295K +18,200 New
Morgan Stanley
10
Morgan Stanley
New York
$272K -$10.6K -650 -4%
Wells Fargo
11
Wells Fargo
California
$270K -$186K -11,450 -41%
CAN
12
Cetera Advisor Networks
California
$250K
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$203K +$10.3K +634 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$194K -$18.7K -1,156 -9%
Lido Advisors
15
Lido Advisors
California
$189K -$17.1K -1,050 -8%
MRCM
16
M&R Capital Management
New Jersey
$185K -$308K -18,978 -62%
WCM
17
Whitener Capital Management
North Carolina
$170K +$48.7K +3,000 +40%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$169K -$109K -6,688 -39%
FCMT
19
Founders Capital Management (Texas)
Texas
$127K +$48.2K +2,960 +61%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$83K +$67.9K +4,200 +449%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$37K
FMP
22
Financial Management Professionals
Texas
$15K
GWM
23
Geneos Wealth Management
Colorado
-$20K -1,406 Closed
FIA
24
FNY Investment Advisers
New York
-$2K -162 Closed