PAI

Western Asset Investment Grade Income Fund

32 hedge funds and large institutions have $12.6M invested in Western Asset Investment Grade Income Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
1
Clifford Swan Investment Counsel
California
$1.36M
GC
2
Guggenheim Capital
Illinois
$1.18M +$162K +10,322 +16%
Lido Advisors
3
Lido Advisors
California
$992K +$206K +13,131 +26%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$831K +$211K +13,495 +34%
UBS Group
5
UBS Group
Switzerland
$741K +$151K +9,640 +26%
WAM
6
Wolverine Asset Management
Illinois
$722K +$164K +10,486 +29%
SFS
7
Shaker Financial Services
Virginia
$674K +$145K +9,266 +27%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$668K -$4.51K -288 -0.7%
Ameriprise
9
Ameriprise
Minnesota
$611K -$360 -23 -0.1%
GIP
10
Granite Investment Partners
California
$551K -$87.6K -5,592 -14%
MCP
11
Martin Capital Partners
Oregon
$514K
Morgan Stanley
12
Morgan Stanley
New York
$397K +$25.2K +1,615 +7%
CAN
13
Cetera Advisor Networks
California
$396K -$161K -10,282 -29%
FWM
14
Foresight Wealth Management
Utah
$356K +$356K +22,754 New
WCM
15
Whitener Capital Management
North Carolina
$338K
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$328K -$422 -27 -0.1%
Bank of America
17
Bank of America
North Carolina
$246K -$40.3K -2,581 -14%
LPL Financial
18
LPL Financial
California
$233K +$233K +14,902 New
Wells Fargo
19
Wells Fargo
California
$224K -$58.2K -3,719 -21%
BRWM
20
B. Riley Wealth Management
Tennessee
$207K +$22.7K +1,450 +12%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$205K +$109 +7 +0.1%
KA
22
Kovack Advisors
Florida
$203K +$203K +13,000 New
Stifel Financial
23
Stifel Financial
Missouri
$163K -$141K -8,994 -46%
MRCM
24
M&R Capital Management
New Jersey
$161K -$17.2K -1,100 -10%
FCMT
25
Founders Capital Management (Texas)
Texas
$122K