PAI

Western Asset Investment Grade Income Fund

39 hedge funds and large institutions have $21.9M invested in Western Asset Investment Grade Income Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$8.31M +$374K +33,200 +5%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$2.16M +$242K +21,484 +13%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$1.5M +$86K +7,643 +6%
SIA
4
SeaBridge Investment Advisors
New Jersey
$1.41M +$88.7K +7,884 +7%
GC
5
Guggenheim Capital
Illinois
$1.02M +$122K +10,821 +13%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$1M -$4.05K -360 -0.4%
CSIC
7
Clifford Swan Investment Counsel
California
$767K
RJFSA
8
Raymond James Financial Services Advisors
Florida
$451K +$799 +71 +0.2%
UBS Group
9
UBS Group
Switzerland
$367K +$96.4K +8,568 +36%
Ameriprise
10
Ameriprise
Minnesota
$364K -$17.7K -1,570 -5%
ACP
11
Aviance Capital Partners
Florida
$338K +$338K +30,016 New
Morgan Stanley
12
Morgan Stanley
New York
$336K +$17.3K +1,538 +5%
WA
13
Waverly Advisors
Alabama
$335K
LPL Financial
14
LPL Financial
California
$311K -$529 -47 -0.2%
MCP
15
Martin Capital Partners
Oregon
$293K
Stifel Financial
16
Stifel Financial
Missouri
$267K +$37.9K +3,370 +17%
Wells Fargo
17
Wells Fargo
California
$263K +$99.7K +8,866 +61%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$233K
TIM
19
Tortoise Investment Management
New York
$231K -$7.43K -660 -3%
GIP
20
Granite Investment Partners
California
$224K -$43.9K -3,900 -16%
WCM
21
Whitener Capital Management
North Carolina
$204K -$114K -10,150 -36%
Invesco
22
Invesco
Georgia
$194K +$2.96K +263 +2%
TPW
23
Transatlantique Private Wealth
New York
$168K +$6.11K +543 +4%
FPAS
24
Focus Partners Advisor Solutions
Missouri
$162K +$162K +14,438 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$150K -$13.3K -1,180 -8%