PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

22 hedge funds and large institutions have $9.44M invested in Western Asset Investment Grade Income Fund in 2020 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
8
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWM
B. Riley Wealth Management
Tennessee
+$118K
2
Ameriprise
Ameriprise
Minnesota
+$115K
3
WCM
Whitener Capital Management
North Carolina
+$101K
4
Lido Advisors
Lido Advisors
California
+$91.6K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$38.6K

Top Sellers

1
ADBIC
A.D. Beadell Investment Counsel
Wisconsin
-$420K
2
KIM
Karpus Investment Management
New York
-$331K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$243K
4
PMG
ProVise Management Group
Florida
-$150K
5
GC
Guggenheim Capital
Illinois
-$127K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
1
Clifford Swan Investment Counsel
California
$1.48M – – –
GC
2
Guggenheim Capital
Illinois
$1.37M -$127K -7,891 -8%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$699K +$38.6K +2,402 +6%
GIP
4
Granite Investment Partners
California
$662K +$4.25K +264 +0.6%
Ameriprise
5
Ameriprise
Minnesota
$619K +$115K +7,124 +23%
UBS Group
6
UBS Group
Switzerland
$590K +$6.88K +427 +1%
CAN
7
Cetera Advisor Networks
California
$587K – – –
MCP
8
Martin Capital Partners
Oregon
$537K – – –
Lido Advisors
9
Lido Advisors
California
$495K +$91.6K +5,674 +23%
Morgan Stanley
10
Morgan Stanley
New York
$379K +$26.7K +1,655 +8%
BRWM
11
B. Riley Wealth Management
Tennessee
$379K +$118K +7,334 +45%
Bank of America
12
Bank of America
North Carolina
$308K -$62.4K -3,872 -17%
WCM
13
Whitener Capital Management
North Carolina
$272K +$101K +6,300 +59%
Wells Fargo
14
Wells Fargo
California
$238K -$13.8K -860 -5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$229K -$36.1K -2,243 -14%
MRCM
16
M&R Capital Management
New Jersey
$183K -$16 -1 -0%
KA
17
Kovack Advisors
Florida
$169K – – –
Osaic Holdings
18
Osaic Holdings
Arizona
$125K -$42.9K -2,665 -26%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$61K – – –
BFEC
20
Benjamin F. Edwards & Company
Missouri
$37K – – –
FMP
21
Financial Management Professionals
Texas
$15K – – –
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$2K -$243K -16,976 -99%
ADBIC
23
A.D. Beadell Investment Counsel
Wisconsin
– -$420K -28,100 Closed
KIM
24
Karpus Investment Management
New York
– -$331K -22,078 Closed
PMG
25
ProVise Management Group
Florida
– -$150K -10,050 Closed
1
2