PAI

Western Asset Investment Grade Income Fund

32 hedge funds and large institutions have $18.5M invested in Western Asset Investment Grade Income Fund in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
11
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$8.25M +$640K +55,234 +8%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.33M +$289K +24,912 +28%
SIA
3
SeaBridge Investment Advisors
New Jersey
$1.28M -$6.57K -567 -0.5%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.06M +$56.9K +4,916 +6%
CSIC
5
Clifford Swan Investment Counsel
California
$818K -$40.8K -3,519 -5%
GC
6
Guggenheim Capital
Illinois
$714K -$7.87K -680 -1%
GIP
7
Granite Investment Partners
California
$500K +$2.63K +227 +0.5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$497K -$5.01K -433 -1%
Ameriprise
9
Ameriprise
Minnesota
$479K -$65.1K -5,620 -12%
UBS Group
10
UBS Group
Switzerland
$348K -$4.89K -422 -1%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$338K +$209K +18,070 +163%
Morgan Stanley
12
Morgan Stanley
New York
$329K +$88.5K +7,642 +37%
WCM
13
Whitener Capital Management
North Carolina
$313K +$57.9K +5,000 +23%
MCP
14
Martin Capital Partners
Oregon
$302K
LPL Financial
15
LPL Financial
California
$281K +$45K +3,889 +19%
TIM
16
Tortoise Investment Management
New York
$266K +$17K +1,465 +7%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$240K
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$168K +$139 +12 +0.1%
TPW
19
Transatlantique Private Wealth
New York
$153K
Wells Fargo
20
Wells Fargo
California
$153K -$9.82K -848 -6%
CAN
21
Cetera Advisor Networks
California
$149K -$20.5K -1,770 -12%
Stifel Financial
22
Stifel Financial
Missouri
$132K +$3.68K +318 +3%
MRCM
23
M&R Capital Management
New Jersey
$117K
Bank of America
24
Bank of America
North Carolina
$113K -$38K -3,280 -25%
FCMT
25
Founders Capital Management (Texas)
Texas
$72K -$18.9K -1,620 -21%