PAI

Western Asset Investment Grade Income Fund

25 hedge funds and large institutions have $10.8M invested in Western Asset Investment Grade Income Fund in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-7
Holders Change %
-21.88%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
8
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
1
Clifford Swan Investment Counsel
California
$1.31M -$4.97K -321 -0.4%
GC
2
Guggenheim Capital
Illinois
$1.12M -$60.4K -3,853 -5%
UBS Group
3
UBS Group
Switzerland
$1.1M +$360K +22,992 +49%
Lido Advisors
4
Lido Advisors
California
$927K -$62K -3,959 -6%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$832K
RJFSA
6
Raymond James Financial Services Advisors
Florida
$681K +$11.9K +759 +2%
GIP
7
Granite Investment Partners
California
$640K +$88.5K +5,646 +16%
Ameriprise
8
Ameriprise
Minnesota
$601K -$11.1K -707 -2%
MCP
9
Martin Capital Partners
Oregon
$515K
CAN
10
Cetera Advisor Networks
California
$397K
Morgan Stanley
11
Morgan Stanley
New York
$387K -$10.6K -675 -3%
WCM
12
Whitener Capital Management
North Carolina
$348K +$4.77K +300 +1%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$330K +$1.05K +67 +0.3%
BRWM
14
B. Riley Wealth Management
Tennessee
$280K +$72.9K +4,650 +35%
Bank of America
15
Bank of America
North Carolina
$242K -$4.69K -299 -2%
LPL Financial
16
LPL Financial
California
$235K +$1.18K +75 +0.5%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$217K +$11.1K +706 +5%
Wells Fargo
18
Wells Fargo
California
$216K -$7.84K -501 -4%
MRCM
19
M&R Capital Management
New Jersey
$158K -$3.13K -200 -2%
FCMT
20
Founders Capital Management (Texas)
Texas
$122K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$41K
BFEC
22
Benjamin F. Edwards & Company
Missouri
$36K
Osaic Holdings
23
Osaic Holdings
Arizona
$25K
FIA
24
FNY Investment Advisers
New York
$15K -$38.6K -2,521 -72%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2K