PAI

Western Asset Investment Grade Income Fund

34 hedge funds and large institutions have $17.3M invested in Western Asset Investment Grade Income Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$7.36M +$362K +32,376 +5%
SIA
2
SeaBridge Investment Advisors
New Jersey
$1.24M +$915K +81,805 +281%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.01M +$560K +50,014 +125%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$966K -$2.28K -204 -0.2%
CSIC
5
Clifford Swan Investment Counsel
California
$830K -$39.7K -3,550 -5%
GC
6
Guggenheim Capital
Illinois
$697K -$43.1K -3,850 -6%
Ameriprise
7
Ameriprise
Minnesota
$526K -$9.59K -857 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$485K -$24.8K -2,222 -5%
GIP
9
Granite Investment Partners
California
$481K +$2.36K +211 +0.5%
MCWA
10
Meadow Creek Wealth Advisors
Georgia
$373K -$896 -80 -0.2%
UBS Group
11
UBS Group
Switzerland
$341K -$134K -12,004 -28%
MCP
12
Martin Capital Partners
Oregon
$291K -$2.23K -200 -0.8%
WCM
13
Whitener Capital Management
North Carolina
$246K +$32.9K +2,950 +15%
TIM
14
Tortoise Investment Management
New York
$240K -$1.56K -140 -0.6%
Morgan Stanley
15
Morgan Stanley
New York
$232K -$20.6K -1,845 -8%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$232K +$232K +20,732 New
LPL Financial
17
LPL Financial
California
$228K +$5.92K +530 +3%
CAN
18
Cetera Advisor Networks
California
$164K +$11.2K +1,000 +7%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$162K +$22.9K +2,049 +16%
Wells Fargo
20
Wells Fargo
California
$158K -$23.4K -2,081 -13%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$154K +$154K +13,799 New
TPW
22
Transatlantique Private Wealth
New York
$148K +$148K +13,247 New
Bank of America
23
Bank of America
North Carolina
$145K -$42.2K -3,787 -23%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$124K +$124K +11,086 New
Stifel Financial
25
Stifel Financial
Missouri
$124K +$124K +11,123 New