PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

37 hedge funds and large institutions have $26.2M invested in Western Asset Investment Grade Income Fund in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$1.72M
2
Morgan Stanley
Morgan Stanley
New York
+$323K
3
LPL Financial
LPL Financial
California
+$258K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$244K
5
FWM
FMB Wealth Management
California
+$239K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$364K
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$162K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$123K
4
UBS Group
UBS Group
Switzerland
-$115K
5
KA
Kovack Advisors
Florida
-$113K
Name Holding Trade Value Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$10.6M +$1.72M +142,853 +19%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$2.41M +$92.3K +7,666 +4%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$1.75M +$152K +12,589 +9%
SIA
4
SeaBridge Investment Advisors
New Jersey
$1.54M +$28.2K +2,338 +2%
GC
5
Guggenheim Capital
Illinois
$1.23M +$129K +10,700 +12%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$1.07M – – –
CSIC
7
Clifford Swan Investment Counsel
California
$717K -$104K -8,600 -13%
Morgan Stanley
8
Morgan Stanley
New York
$682K +$323K +26,815 +90%
LPL Financial
9
LPL Financial
California
$591K +$258K +21,435 +78%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$486K +$3.52K +292 +0.7%
TIM
11
Tortoise Investment Management
New York
$366K +$119K +9,848 +48%
MCWA
12
Meadow Creek Wealth Advisors
Georgia
$360K +$360K +29,885 New
WA
13
Waverly Advisors
Alabama
$358K – – –
ACP
14
Aviance Capital Partners
Florida
$335K -$25.9K -2,151 -7%
MCP
15
Martin Capital Partners
Oregon
$314K – – –
Wells Fargo
16
Wells Fargo
California
$310K +$29K +2,411 +10%
Stifel Financial
17
Stifel Financial
Missouri
$304K +$17.6K +1,460 +6%
UBS Group
18
UBS Group
Switzerland
$279K -$115K -9,519 -29%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$276K +$244K +20,275 +771%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$250K – – –
FWM
21
FMB Wealth Management
California
$239K +$239K +19,823 New
Invesco
22
Invesco
Georgia
$213K +$5.96K +495 +3%
LCM
23
Landscape Capital Management
New Jersey
$207K +$207K +17,186 New
WCM
24
Whitener Capital Management
North Carolina
$181K -$37.3K -3,100 -17%
TPW
25
Transatlantique Private Wealth
New York
$180K – – –
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