PAI

Western Asset Investment Grade Income Fund

33 hedge funds and large institutions have $26.9M invested in Western Asset Investment Grade Income Fund in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
11
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$8.56M +$50.1K +3,900 +0.6%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$3.29M +$533K +41,463 +19%
SIA
3
SeaBridge Investment Advisors
New Jersey
$3.27M +$1.4M +109,201 +75%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.14M +$163K +12,794 +8%
GC
5
Guggenheim Capital
Illinois
$2.14M -$330K -25,686 -13%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$1.1M
LPL Financial
7
LPL Financial
California
$685K +$19.3K +1,500 +3%
Raymond James Financial
8
Raymond James Financial
Florida
$572K -$17.3K -1,343 -3%
CSIC
9
Clifford Swan Investment Counsel
California
$526K -$193K -15,000 -27%
Stifel Financial
10
Stifel Financial
Missouri
$456K +$21.3K +1,654 +5%
MCWA
11
Meadow Creek Wealth Advisors
Georgia
$376K -$3.42K -266 -0.9%
ACP
12
Aviance Capital Partners
Florida
$375K +$74.9K +5,826 +25%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$356K -$1.53M -118,680 -81%
Morgan Stanley
14
Morgan Stanley
New York
$352K -$38.6K -3,001 -10%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$266K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$259K +$259K +20,122 New
SG
17
StoneX Group
New York
$255K -$1.61K -125 -0.6%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$220K +$887 +69 +0.4%
WCM
19
Whitener Capital Management
North Carolina
$212K
Wells Fargo
20
Wells Fargo
California
$197K -$70K -5,450 -26%
TPW
21
Transatlantique Private Wealth
New York
$196K +$3.73K +290 +2%
UBS Group
22
UBS Group
Switzerland
$195K -$133K -10,343 -41%
GHAM
23
Gilman Hill Asset Management
Connecticut
$193K
Bank of America
24
Bank of America
North Carolina
$165K +$53.5K +4,167 +48%
MCP
25
Martin Capital Partners
Oregon
$148K