PAI

Western Asset Investment Grade Income Fund

37 hedge funds and large institutions have $21.2M invested in Western Asset Investment Grade Income Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$8.21M +$265K +22,800 +3%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.99M +$558K +48,029 +39%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$1.46M +$871K +74,910 +149%
SIA
4
SeaBridge Investment Advisors
New Jersey
$1.37M +$36.5K +3,140 +3%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$1.04M
GC
6
Guggenheim Capital
Illinois
$933K +$135K +11,618 +17%
CSIC
7
Clifford Swan Investment Counsel
California
$793K
RJFSA
8
Raymond James Financial Services Advisors
Florida
$465K -$15.1K -1,296 -3%
Ameriprise
9
Ameriprise
Minnesota
$394K -$41.8K -3,596 -10%
WA
10
Waverly Advisors
Alabama
$346K
Morgan Stanley
11
Morgan Stanley
New York
$329K +$20.8K +1,792 +7%
WCM
12
Whitener Capital Management
North Carolina
$329K -$17.4K -1,500 -5%
LPL Financial
13
LPL Financial
California
$322K +$9.87K +849 +3%
MCP
14
Martin Capital Partners
Oregon
$303K
UBS Group
15
UBS Group
Switzerland
$280K -$28.8K -2,479 -9%
GIP
16
Granite Investment Partners
California
$277K
TIM
17
Tortoise Investment Management
New York
$247K -$20.4K -1,750 -8%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$241K
Stifel Financial
19
Stifel Financial
Missouri
$237K +$28.1K +2,418 +13%
Invesco
20
Invesco
Georgia
$197K +$28.4K +2,441 +17%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$169K +$105 +9 +0.1%
Wells Fargo
22
Wells Fargo
California
$168K +$68.8K +5,919 +69%
TPW
23
Transatlantique Private Wealth
New York
$168K +$11.7K +1,009 +8%
CAN
24
Cetera Advisor Networks
California
$144K -$5.47K -470 -4%
KA
25
Kovack Advisors
Florida
$128K