PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

27 hedge funds and large institutions have $9.77M invested in Western Asset Investment Grade Income Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$831K
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$400K
3
Stifel Financial
Stifel Financial
Missouri
+$376K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$333K
5
KIM
Karpus Investment Management
New York
+$305K

Top Sellers

1
KA
Kovack Advisors
Florida
-$270K
2
Lido Advisors
Lido Advisors
California
-$173K
3
FIA
FNY Investment Advisers
New York
-$95K
4
Bank of America
Bank of America
North Carolina
-$63.2K
5
Wells Fargo
Wells Fargo
California
-$10.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$1.33M +$39.7K +2,976 +3%
CSIC
2
Clifford Swan Investment Counsel
California
$1.23M – – –
1CP
3
1607 Capital Partners
Virginia
$831K +$831K +62,300 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$576K +$400K +29,989 +228%
UBS Group
5
UBS Group
Switzerland
$563K +$102K +7,677 +22%
GIP
6
Granite Investment Partners
California
$542K +$3.21K +241 +0.6%
CAN
7
Cetera Advisor Networks
California
$487K +$266K +19,915 +120%
MCP
8
Martin Capital Partners
Oregon
$472K -$5.8K -435 -1%
Bank of America
9
Bank of America
North Carolina
$396K -$63.2K -4,731 -14%
Stifel Financial
10
Stifel Financial
Missouri
$376K +$376K +28,157 New
Ameriprise
11
Ameriprise
Minnesota
$371K +$40.7K +3,048 +12%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$333K +$333K +24,993 New
KIM
13
Karpus Investment Management
New York
$305K +$305K +22,878 New
BRWM
14
B. Riley Wealth Management
Tennessee
$292K +$13.3K +1,000 +5%
WAM
15
Wolverine Asset Management
Illinois
$280K +$273K +20,457 +3,788%
Morgan Stanley
16
Morgan Stanley
New York
$245K +$33.4K +2,506 +16%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$218K – – –
Wells Fargo
18
Wells Fargo
California
$209K -$10.5K -789 -5%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$208K +$26.7K +2,005 +15%
MRCM
20
M&R Capital Management
New Jersey
$152K – – –
PMG
21
ProVise Management Group
Florida
$134K +$134K +10,050 New
FCMT
22
Founders Capital Management (Texas)
Texas
$104K – – –
Osaic Holdings
23
Osaic Holdings
Arizona
$48K +$48K +3,590 New
BFEC
24
Benjamin F. Edwards & Company
Missouri
$31K – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$19K -$1.36K -100 -7%
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