PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

29 hedge funds and large institutions have $10.8M invested in Western Asset Investment Grade Income Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$601K
2
WAM
Wolverine Asset Management
Illinois
+$313K
3
SFS
Shaker Financial Services
Virginia
+$234K
4
BRWM
B. Riley Wealth Management
Tennessee
+$178K
5
Lido Advisors
Lido Advisors
California
+$95.8K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$176K
2
KA
Kovack Advisors
Florida
-$167K
3
KAS
Kestra Advisory Services
Texas
-$160K
4
FCMT
Founders Capital Management (Texas)
Texas
-$118K
5
CSIC
Clifford Swan Investment Counsel
California
-$75.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
1
Clifford Swan Investment Counsel
California
$1.29M -$75.8K -5,000 -6%
GC
2
Guggenheim Capital
Illinois
$986K -$176K -11,614 -15%
Lido Advisors
3
Lido Advisors
California
$761K +$95.8K +6,299 +14%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$652K -$10.4K -686 -2%
GIP
5
Granite Investment Partners
California
$619K -$46 -3 -0%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$601K +$601K +39,619 New
Ameriprise
7
Ameriprise
Minnesota
$593K -$23.5K -1,552 -4%
UBS Group
8
UBS Group
Switzerland
$572K +$5.65K +373 +1%
WAM
9
Wolverine Asset Management
Illinois
$541K +$313K +20,655 +138%
CAN
10
Cetera Advisor Networks
California
$540K -$13.2K -870 -2%
SFS
11
Shaker Financial Services
Virginia
$513K +$234K +15,397 +84%
MCP
12
Martin Capital Partners
Oregon
$498K – – –
Morgan Stanley
13
Morgan Stanley
New York
$361K -$228 -15 -0.1%
WCM
14
Whitener Capital Management
North Carolina
$327K -$4.54K -300 -1%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$319K +$319K +21,002 New
Stifel Financial
16
Stifel Financial
Missouri
$295K -$36.2K -2,380 -11%
Bank of America
17
Bank of America
North Carolina
$278K – – –
Wells Fargo
18
Wells Fargo
California
$273K +$56.3K +3,719 +26%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$199K -$23.8K -1,572 -11%
BRWM
20
B. Riley Wealth Management
Tennessee
$178K +$178K +11,750 New
MRCM
21
M&R Capital Management
New Jersey
$172K -$15 -1 -0%
FCMT
22
Founders Capital Management (Texas)
Texas
$118K -$118K -7,795 -50%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$49K +$12.6K +830 +35%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$35K -$5.73K -378 -14%
Osaic Holdings
25
Osaic Holdings
Arizona
$24K +$3.87K +250 +19%
1
2