PAI

Western Asset Investment Grade Income Fund
PAI

Overview Fund Activity

35 hedge funds and large institutions have $26.9M invested in Western Asset Investment Grade Income Fund in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-6
Holders Change %
-14.63%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$2.1M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$718K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$527K
4
SG
StoneX Group
New York
+$249K
5
Osaic Holdings
Osaic Holdings
Arizona
+$36.6K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$1.79M
2
WA
Waverly Advisors
Alabama
-$383K
3
GC
Guggenheim Capital
Illinois
-$328K
4
FWM
FMB Wealth Management
California
-$255K
5
LCM
Landscape Capital Management
New Jersey
-$217K
Name Holding Trade Value Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$8.29M +$2.1M +168,193 +34%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$2.68M +$527K +42,107 +24%
GC
3
Guggenheim Capital
Illinois
$2.4M -$328K -26,220 -12%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.94M +$718K +57,376 +59%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$1.83M -$55.1K -4,402 -3%
SIA
6
SeaBridge Investment Advisors
New Jersey
$1.82M +$33.3K +2,663 +2%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$1.07M -$11.4K -913 -1%
SFS
8
Shaker Financial Services
Virginia
$752K -$73.5K -5,873 -9%
CSIC
9
Clifford Swan Investment Counsel
California
$700K -$25K -2,000 -3%
LPL Financial
10
LPL Financial
California
$648K +$1.7K +136 +0.3%
Raymond James Financial
11
Raymond James Financial
Florida
$574K +$574K +45,867 New
Stifel Financial
12
Stifel Financial
Missouri
$424K +$25.5K +2,038 +6%
Morgan Stanley
13
Morgan Stanley
New York
$380K -$13.4K -1,068 -3%
MCWA
14
Meadow Creek Wealth Advisors
Georgia
$369K – – –
UBS Group
15
UBS Group
Switzerland
$319K +$23.8K +1,899 +8%
ACP
16
Aviance Capital Partners
Florida
$292K +$32.7K +2,612 +13%
Wells Fargo
17
Wells Fargo
California
$260K -$12.9K -1,030 -5%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$259K – – –
SG
19
StoneX Group
New York
$249K +$249K +19,940 New
Baird Financial Group
20
Baird Financial Group
Wisconsin
$214K +$2.77K +221 +1%
WCM
21
Whitener Capital Management
North Carolina
$207K – – –
GHAM
22
Gilman Hill Asset Management
Connecticut
$188K – – –
TPW
23
Transatlantique Private Wealth
New York
$187K – – –
FPAS
24
Focus Partners Advisor Solutions
Missouri
$181K – – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$146K -$2.66K -213 -2%
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