PAI

Western Asset Investment Grade Income Fund

41 hedge funds and large institutions have $27M invested in Western Asset Investment Grade Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$6.36M
GC
2
Guggenheim Capital
Illinois
$2.81M +$403K +31,343 +17%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.21M +$65.2K +5,067 +3%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$1.94M -$83.6K -6,500 -4%
SIA
5
SeaBridge Investment Advisors
New Jersey
$1.83M +$28.3K +2,203 +2%
KIM
6
Karpus Investment Management
New York
$1.79M -$14.3K -1,110 -0.8%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$1.25M +$1M +78,494 +408%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$1.12M -$31.9K -2,477 -3%
SFS
9
Shaker Financial Services
Virginia
$852K -$5.75K -445 -0.7%
CSIC
10
Clifford Swan Investment Counsel
California
$745K -$8.04K -625 -1%
LPL Financial
11
LPL Financial
California
$664K +$11.3K +880 +2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$508K -$10.6K -824 -2%
Stifel Financial
13
Stifel Financial
Missouri
$409K -$21.6K -1,678 -5%
Morgan Stanley
14
Morgan Stanley
New York
$405K +$52K +4,041 +15%
WA
15
Waverly Advisors
Alabama
$383K
MCWA
16
Meadow Creek Wealth Advisors
Georgia
$380K -$2.19K -170 -0.6%
UBS Group
17
UBS Group
Switzerland
$303K -$28K -2,181 -8%
Wells Fargo
18
Wells Fargo
California
$280K
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$267K
ACP
20
Aviance Capital Partners
Florida
$267K -$79.3K -6,167 -23%
MCP
21
Martin Capital Partners
Oregon
$265K -$27.2K -2,115 -9%
FWM
22
FMB Wealth Management
California
$255K
LCM
23
Landscape Capital Management
New Jersey
$217K -$103K -8,018 -32%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$217K +$13K +1,013 +6%
WCM
25
Whitener Capital Management
North Carolina
$213K -$1.29K -100 -0.6%