PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

28 hedge funds and large institutions have $8.83M invested in Western Asset Investment Grade Income Fund in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KA
Kovack Advisors
Florida
+$270K
2
GC
Guggenheim Capital
Illinois
+$156K
3
FIA
FNY Investment Advisers
New York
+$95K
4
Ameriprise
Ameriprise
Minnesota
+$92.3K
5
BRWM
B. Riley Wealth Management
Tennessee
+$41.9K

Top Sellers

1
WCM
Whitener Capital Management
North Carolina
-$170K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$169K
3
Bank of America
Bank of America
North Carolina
-$69.8K
4
GIP
Granite Investment Partners
California
-$42.7K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$38.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$1.5M +$156K +10,050 +12%
CSIC
2
Clifford Swan Investment Counsel
California
$1.43M +$38.9K +2,506 +3%
GIP
3
Granite Investment Partners
California
$627K -$42.7K -2,752 -6%
MCP
4
Martin Capital Partners
Oregon
$556K – – –
UBS Group
5
UBS Group
Switzerland
$536K +$6.14K +395 +1%
Bank of America
6
Bank of America
North Carolina
$534K -$69.8K -4,494 -12%
MCWA
7
Meadow Creek Wealth Advisors
Georgia
$488K +$488K +31,437 New
Ameriprise
8
Ameriprise
Minnesota
$384K +$92.3K +5,944 +32%
BRWM
9
B. Riley Wealth Management
Tennessee
$324K +$41.9K +2,700 +15%
KA
10
Kovack Advisors
Florida
$270K +$270K +17,400 New
CAN
11
Cetera Advisor Networks
California
$258K +$17.1K +1,100 +7%
Wells Fargo
12
Wells Fargo
California
$255K -$2.48K -160 -1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$253K -$38.4K -2,477 -13%
Morgan Stanley
14
Morgan Stanley
New York
$246K -$13.8K -890 -5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$211K +$16.6K +1,067 +9%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$204K +$18.4K +1,186 +10%
MRCM
17
M&R Capital Management
New Jersey
$176K – – –
Lido Advisors
18
Lido Advisors
California
$173K -$7.28K -470 -4%
FCMT
19
Founders Capital Management (Texas)
Texas
$121K – – –
FIA
20
FNY Investment Advisers
New York
$95K +$95K +6,129 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$80K +$695 +45 +0.9%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$36K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$23K +$23K +1,500 New
VCP
24
Verus Capital Partners
Arizona
$23K +$23K +1,502 New
FMP
25
Financial Management Professionals
Texas
$14K – – –
1
2