PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

28 hedge funds and large institutions have $10.3M invested in Western Asset Investment Grade Income Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$347K
2
SFS
Shaker Financial Services
Virginia
+$293K
3
WAM
Wolverine Asset Management
Illinois
+$238K
4
Lido Advisors
Lido Advisors
California
+$208K
5
KAS
Kestra Advisory Services
Texas
+$160K

Top Sellers

1
BRWM
B. Riley Wealth Management
Tennessee
-$379K
2
GC
Guggenheim Capital
Illinois
-$139K
3
Osaic Holdings
Osaic Holdings
Arizona
-$105K
4
CSIC
Clifford Swan Investment Counsel
California
-$30.2K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
1
Clifford Swan Investment Counsel
California
$1.43M -$30.2K -1,900 -2%
GC
2
Guggenheim Capital
Illinois
$1.22M -$139K -8,750 -10%
Lido Advisors
3
Lido Advisors
California
$695K +$208K +13,069 +43%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$694K +$3.23K +203 +0.5%
GIP
5
Granite Investment Partners
California
$649K -$5.16K -324 -0.8%
Ameriprise
6
Ameriprise
Minnesota
$646K +$35K +2,203 +6%
UBS Group
7
UBS Group
Switzerland
$594K +$12K +753 +2%
CAN
8
Cetera Advisor Networks
California
$580K – – –
MCP
9
Martin Capital Partners
Oregon
$522K -$7.95K -500 -1%
Morgan Stanley
10
Morgan Stanley
New York
$378K +$4.32K +272 +1%
WCM
11
Whitener Capital Management
North Carolina
$348K +$79.5K +5,000 +30%
Stifel Financial
12
Stifel Financial
Missouri
$347K +$347K +21,795 New
SFS
13
Shaker Financial Services
Virginia
$293K +$293K +18,430 New
Bank of America
14
Bank of America
North Carolina
$291K -$12.3K -776 -4%
WAM
15
Wolverine Asset Management
Illinois
$238K +$238K +15,018 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$234K +$7.63K +479 +3%
FCMT
17
Founders Capital Management (Texas)
Texas
$228K +$228K +15,590 New
Wells Fargo
18
Wells Fargo
California
$227K -$7.97K -502 -3%
MRCM
19
M&R Capital Management
New Jersey
$181K – – –
KA
20
Kovack Advisors
Florida
$167K – – –
KAS
21
Kestra Advisory Services
Texas
$160K +$160K +10,081 New
FIA
22
FNY Investment Advisers
New York
$49K +$49K +3,100 New
BFEC
23
Benjamin F. Edwards & Company
Missouri
$43K +$6.05K +378 +16%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$38K -$22.2K -1,400 -37%
Osaic Holdings
25
Osaic Holdings
Arizona
$21K -$105K -6,475 -83%
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