PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

26 hedge funds and large institutions have $10.8M invested in Western Asset Investment Grade Income Fund in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$101K
2
Ameriprise
Ameriprise
Minnesota
+$92.7K
3
GC
Guggenheim Capital
Illinois
+$68K
4
SC
Steph & Co
Wisconsin
+$47K
5
CAN
Cetera Advisor Networks
California
+$26.6K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$589K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$217K
3
MCP
Martin Capital Partners
Oregon
-$91.4K
4
FIA
FNY Investment Advisers
New York
-$15K
5
Wells Fargo
Wells Fargo
California
-$8.11K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
1
Clifford Swan Investment Counsel
California
$1.32M -$3.11K -199 -0.2%
GC
2
Guggenheim Capital
Illinois
$1.19M +$68K +4,348 +6%
Lido Advisors
3
Lido Advisors
California
$917K -$7.89K -505 -0.9%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$852K +$21.7K +1,385 +3%
Ameriprise
5
Ameriprise
Minnesota
$691K +$92.7K +5,939 +15%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$688K +$9.54K +611 +1%
GIP
7
Granite Investment Partners
California
$663K +$24.5K +1,564 +4%
UBS Group
8
UBS Group
Switzerland
$511K -$589K -37,669 -54%
MCWA
9
Meadow Creek Wealth Advisors
Georgia
$451K +$451K +28,883 New
CAN
10
Cetera Advisor Networks
California
$423K +$26.6K +1,700 +7%
MCP
11
Martin Capital Partners
Oregon
$422K -$91.4K -5,851 -18%
Morgan Stanley
12
Morgan Stanley
New York
$387K +$188 +12 +0%
WCM
13
Whitener Capital Management
North Carolina
$337K -$4.68K -300 -1%
LPL Financial
14
LPL Financial
California
$335K +$101K +6,445 +43%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$325K -$3.58K -229 -1%
BRWM
16
B. Riley Wealth Management
Tennessee
$287K +$7.82K +500 +3%
Bank of America
17
Bank of America
North Carolina
$242K +$905 +58 +0.4%
Wells Fargo
18
Wells Fargo
California
$208K -$8.11K -518 -4%
MRCM
19
M&R Capital Management
New Jersey
$157K – – –
FCMT
20
Founders Capital Management (Texas)
Texas
$122K – – –
FAG
21
Fortitude Advisory Group
Washington
$113K +$113K +7,213 New
SC
22
Steph & Co
Wisconsin
$47K +$47K +3,000 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$41K – – –
BFEC
24
Benjamin F. Edwards & Company
Missouri
$36K – – –
Osaic Holdings
25
Osaic Holdings
Arizona
$25K – – –
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