PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

32 hedge funds and large institutions have $19.5M invested in Western Asset Investment Grade Income Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
–
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Waverly Advisors
Alabama
+$355K
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$254K
3
Invesco
Invesco
Georgia
+$173K
4
KA
Kovack Advisors
Florida
+$131K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$92.8K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$357K
2
GIP
Granite Investment Partners
California
-$231K
3
Wells Fargo
Wells Fargo
California
-$55.6K
4
Ameriprise
Ameriprise
Minnesota
-$46.4K
5
UBS Group
UBS Group
Switzerland
-$41.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$8.15M -$357K -29,900 -4%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.47M +$92.8K +7,769 +7%
SIA
3
SeaBridge Investment Advisors
New Jersey
$1.36M +$46.1K +3,864 +4%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.07M -$20.9K -1,747 -2%
GC
5
Guggenheim Capital
Illinois
$819K +$83.4K +6,987 +11%
CSIC
6
Clifford Swan Investment Counsel
California
$814K -$29.9K -2,500 -4%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$602K +$254K +21,259 +73%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$493K -$19.7K -1,653 -4%
Ameriprise
9
Ameriprise
Minnesota
$448K -$46.4K -3,889 -9%
WCM
10
Whitener Capital Management
North Carolina
$356K +$32.7K +2,740 +10%
WA
11
Waverly Advisors
Alabama
$355K +$355K +29,760 New
LPL Financial
12
LPL Financial
California
$320K +$30.3K +2,535 +10%
UBS Group
13
UBS Group
Switzerland
$317K -$41.4K -3,471 -12%
Morgan Stanley
14
Morgan Stanley
New York
$317K -$22.1K -1,852 -7%
MCP
15
Martin Capital Partners
Oregon
$311K – – –
GIP
16
Granite Investment Partners
California
$285K -$231K -19,385 -45%
TIM
17
Tortoise Investment Management
New York
$274K – – –
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$248K – – –
Stifel Financial
19
Stifel Financial
Missouri
$214K +$77.9K +6,520 +57%
Invesco
20
Invesco
Georgia
$173K +$173K +14,500 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$173K +$72 +6 +0%
TPW
22
Transatlantique Private Wealth
New York
$160K +$1.88K +157 +1%
CAN
23
Cetera Advisor Networks
California
$154K – – –
KA
24
Kovack Advisors
Florida
$131K +$131K +11,000 New
Bank of America
25
Bank of America
North Carolina
$125K +$9.02K +755 +8%
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