PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

29 hedge funds and large institutions have $16.1M invested in Western Asset Investment Grade Income Fund in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
$7.55M
2
SIA
SeaBridge Investment Advisors
New Jersey
$352K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
$483K
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.05M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$147K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
$0
2
Lido Advisors
Lido Advisors
California
$0
3
KA
Kovack Advisors
Florida
$0
4
FAG
Fortitude Advisory Group
Washington
$0
5
GC
Guggenheim Capital
Illinois
$798K
Name Holding Trade Value Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$7.55M +$4.88M +404,300 +183%
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$1.05M +$205K +16,981 +24%
CSIC
3
Clifford Swan Investment Counsel
California
$938K -$82K -6,800 -8%
GC
4
Guggenheim Capital
Illinois
$798K -$93.5K -7,751 -10%
Ameriprise
5
Ameriprise
Minnesota
$577K +$9.38K +778 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$550K +$9.38K +778 +2%
GIP
7
Granite Investment Partners
California
$516K +$2.41K +200 +0.5%
UBS Group
8
UBS Group
Switzerland
$513K +$7.96K +659 +2%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$483K +$249K +20,599 +106%
MCWA
10
Meadow Creek Wealth Advisors
Georgia
$403K – – –
SIA
11
SeaBridge Investment Advisors
New Jersey
$352K +$352K +29,135 New
MCP
12
Martin Capital Partners
Oregon
$317K -$9.06K -750 -3%
Morgan Stanley
13
Morgan Stanley
New York
$272K +$5.84K +485 +2%
TIM
14
Tortoise Investment Management
New York
$261K +$18.7K +1,547 +8%
LPL Financial
15
LPL Financial
California
$240K -$7.97K -660 -3%
WCM
16
Whitener Capital Management
North Carolina
$230K – – –
Bank of America
17
Bank of America
North Carolina
$203K +$14.8K +1,226 +8%
Wells Fargo
18
Wells Fargo
California
$195K -$1.68K -139 -0.9%
CAN
19
Cetera Advisor Networks
California
$164K -$2.77K -230 -2%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$147K +$147K +12,433 New
MRCM
21
M&R Capital Management
New Jersey
$121K – – –
FCMT
22
Founders Capital Management (Texas)
Texas
$94K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$32K – – –
BFEC
24
Benjamin F. Edwards & Company
Missouri
$28K – – –
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$21K +$4.06K +338 +24%
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