PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

26 hedge funds and large institutions have $9.73M invested in Western Asset Investment Grade Income Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ADBIC
A.D. Beadell Investment Counsel
Wisconsin
+$420K
2
Lido Advisors
Lido Advisors
California
+$375K
3
WCM
Whitener Capital Management
North Carolina
+$158K
4
KA
Kovack Advisors
Florida
+$157K
5
Osaic Holdings
Osaic Holdings
Arizona
+$102K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$831K
2
Stifel Financial
Stifel Financial
Missouri
-$376K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$333K
4
WAM
Wolverine Asset Management
Illinois
-$280K
5
Bank of America
Bank of America
North Carolina
-$100K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$1.4M -$97.3K -6,499 -7%
CSIC
2
Clifford Swan Investment Counsel
California
$1.38M – – –
RJFSA
3
Raymond James Financial Services Advisors
Florida
$614K -$31.4K -2,101 -5%
GIP
4
Granite Investment Partners
California
$611K +$2.83K +189 +0.5%
CAN
5
Cetera Advisor Networks
California
$546K – – –
UBS Group
6
UBS Group
Switzerland
$542K -$89.6K -5,982 -14%
MCP
7
Martin Capital Partners
Oregon
$499K -$30.8K -2,056 -6%
Ameriprise
8
Ameriprise
Minnesota
$469K +$52.7K +3,516 +13%
ADBIC
9
A.D. Beadell Investment Counsel
Wisconsin
$420K +$420K +28,100 New
Lido Advisors
10
Lido Advisors
California
$375K +$375K +24,999 New
Bank of America
11
Bank of America
North Carolina
$344K -$100K -6,679 -23%
KIM
12
Karpus Investment Management
New York
$331K -$12K -800 -3%
Morgan Stanley
13
Morgan Stanley
New York
$327K +$52.5K +3,512 +19%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$256K +$12.1K +808 +5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$246K +$12.8K +857 +5%
BRWM
16
B. Riley Wealth Management
Tennessee
$243K -$85.5K -5,700 -26%
Wells Fargo
17
Wells Fargo
California
$235K +$15 +1 +0%
MRCM
18
M&R Capital Management
New Jersey
$170K – – –
WCM
19
Whitener Capital Management
North Carolina
$158K +$158K +10,600 New
KA
20
Kovack Advisors
Florida
$157K +$157K +10,500 New
Osaic Holdings
21
Osaic Holdings
Arizona
$156K +$102K +6,849 +191%
PMG
22
ProVise Management Group
Florida
$150K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$57K +$36K +2,400 +171%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$35K – – –
FMP
25
Financial Management Professionals
Texas
$14K – – –
1
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