PAI

Western Asset Investment Grade Income Fund

40 hedge funds and large institutions have $24.9M invested in Western Asset Investment Grade Income Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$5.97M -$538K -44,554 -8%
GC
2
Guggenheim Capital
Illinois
$2.26M +$554K +45,858 +33%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.02M -$355K -29,380 -15%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$1.9M +$47.5K +3,933 +3%
SIA
5
SeaBridge Investment Advisors
New Jersey
$1.7M +$71.5K +5,915 +4%
KIM
6
Karpus Investment Management
New York
$1.69M -$725K -60,000 -30%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$1.08M
SFS
8
Shaker Financial Services
Virginia
$806K +$806K +66,426 New
CSIC
9
Clifford Swan Investment Counsel
California
$708K
LPL Financial
10
LPL Financial
California
$613K +$67.7K +5,604 +12%
SA
11
SFI Advisors
New Jersey
$560K +$560K +46,333 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$487K +$7.97K +660 +2%
Stifel Financial
13
Stifel Financial
Missouri
$405K +$27.2K +2,254 +7%
WA
14
Waverly Advisors
Alabama
$360K
MCWA
15
Meadow Creek Wealth Advisors
Georgia
$359K -$1K -83 -0.3%
Morgan Stanley
16
Morgan Stanley
New York
$331K -$8.65K -716 -3%
ACP
17
Aviance Capital Partners
Florida
$325K +$5.03K +416 +2%
UBS Group
18
UBS Group
Switzerland
$311K +$36K +2,979 +13%
LCM
19
Landscape Capital Management
New Jersey
$301K +$37.8K +3,130 +14%
MCP
20
Martin Capital Partners
Oregon
$275K
Wells Fargo
21
Wells Fargo
California
$263K -$115K -9,532 -30%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$250K
FWM
23
FMB Wealth Management
California
$239K
Jones Financial Companies
24
Jones Financial Companies
Missouri
$232K +$232K +19,229 New
WCM
25
Whitener Capital Management
North Carolina
$201K +$4.71K +390 +2%