PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

30 hedge funds and large institutions have $12.9M invested in Western Asset Investment Grade Income Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$3.01M
2
WAM
Wolverine Asset Management
Illinois
+$575K
3
TIM
Tortoise Investment Management
New York
+$274K
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$205K
5
KA
Kovack Advisors
Florida
+$163K

Top Sellers

1
Lido Advisors
Lido Advisors
California
-$520K
2
BRWM
B. Riley Wealth Management
Tennessee
-$287K
3
CAN
Cetera Advisor Networks
California
-$180K
4
SC
Steph & Co
Wisconsin
-$47K
5
Morgan Stanley
Morgan Stanley
New York
-$36K
Name Holding Trade Value Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$3.01M +$3.01M +220,876 New
CSIC
2
Clifford Swan Investment Counsel
California
$1.15M – – –
GC
3
Guggenheim Capital
Illinois
$1.01M -$26.2K -1,920 -3%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$948K +$205K +15,067 +28%
Ameriprise
5
Ameriprise
Minnesota
$642K +$37.9K +2,780 +6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$611K +$10.6K +779 +2%
GIP
7
Granite Investment Partners
California
$580K +$2.4K +176 +0.4%
WAM
8
Wolverine Asset Management
Illinois
$575K +$575K +42,202 New
UBS Group
9
UBS Group
Switzerland
$569K +$124K +9,104 +28%
MCWA
10
Meadow Creek Wealth Advisors
Georgia
$455K +$61.5K +4,515 +16%
MCP
11
Martin Capital Partners
Oregon
$368K – – –
Morgan Stanley
12
Morgan Stanley
New York
$301K -$36K -2,645 -11%
Lido Advisors
13
Lido Advisors
California
$280K -$520K -38,153 -65%
LPL Financial
14
LPL Financial
California
$280K -$12.1K -890 -4%
TIM
15
Tortoise Investment Management
New York
$274K +$274K +20,079 New
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$264K -$19.2K -1,414 -7%
WCM
17
Whitener Capital Management
North Carolina
$260K -$34K -2,500 -12%
Wells Fargo
18
Wells Fargo
California
$222K +$40.9K +2,999 +23%
Bank of America
19
Bank of America
North Carolina
$212K +$749 +55 +0.4%
CAN
20
Cetera Advisor Networks
California
$189K -$180K -13,168 -49%
KA
21
Kovack Advisors
Florida
$163K +$163K +12,000 New
MRCM
22
M&R Capital Management
New Jersey
$137K – – –
FCMT
23
Founders Capital Management (Texas)
Texas
$122K – – –
FAG
24
Fortitude Advisory Group
Washington
$98K – – –
Osaic Holdings
25
Osaic Holdings
Arizona
$38K +$16K +1,150 +73%
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