PAI

Western Asset Investment Grade Income Fund

37 hedge funds and large institutions have $24.6M invested in Western Asset Investment Grade Income Fund in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$6.57M -$4.18M -342,873 -39%
KIM
2
Karpus Investment Management
New York
$2.44M +$2.44M +200,000 New
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.4M -$40.8K -3,346 -2%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$1.87M +$95.2K +7,806 +5%
GC
5
Guggenheim Capital
Illinois
$1.72M +$480K +39,341 +39%
SIA
6
SeaBridge Investment Advisors
New Jersey
$1.64M +$83.5K +6,851 +5%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$1.09M +$878 +72 +0.1%
CSIC
8
Clifford Swan Investment Counsel
California
$714K -$12.2K -1,000 -2%
LPL Financial
9
LPL Financial
California
$550K -$47.6K -3,904 -8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$483K -$8.92K -732 -2%
Wells Fargo
11
Wells Fargo
California
$382K +$68K +5,578 +22%
Stifel Financial
12
Stifel Financial
Missouri
$381K +$73.6K +6,035 +24%
MCWA
13
Meadow Creek Wealth Advisors
Georgia
$363K -$1.22K -100 -0.3%
WA
14
Waverly Advisors
Alabama
$363K
Morgan Stanley
15
Morgan Stanley
New York
$343K -$348K -28,522 -50%
ACP
16
Aviance Capital Partners
Florida
$323K -$16.7K -1,369 -5%
UBS Group
17
UBS Group
Switzerland
$278K -$4.24K -348 -2%
TIM
18
Tortoise Investment Management
New York
$277K -$93.3K -7,652 -25%
MCP
19
Martin Capital Partners
Oregon
$277K -$40.2K -3,300 -13%
LCM
20
Landscape Capital Management
New Jersey
$265K +$55.6K +4,562 +27%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$253K
FWM
22
FMB Wealth Management
California
$242K
Invesco
23
Invesco
Georgia
$214K -$1.94K -159 -0.9%
WCM
24
Whitener Capital Management
North Carolina
$198K +$14.6K +1,200 +8%
TPW
25
Transatlantique Private Wealth
New York
$182K