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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

0% more capital invested

Capital invested by funds: $26.9M → $26.9M (+$3.08K)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

0.58% less ownership

Funds ownership: 22.57%21.99% (-0.58%)

6% less funds holding

Funds holding: 3533 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.44%
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
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$8.56M +$49.1K +3,900 +0.6%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$3.29M +$521K +41,463 +19%
SIA
3
SeaBridge Investment Advisors
New Jersey
$3.27M +$1.37M +109,201 +75%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.14M +$161K +12,794 +8%
GC
5
Guggenheim Capital
Illinois
$2.14M -$323K -25,686 -13%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$1.1M
LPL Financial
7
LPL Financial
California
$685K +$18.9K +1,500 +3%
Raymond James Financial
8
Raymond James Financial
Florida
$572K -$16.9K -1,343 -3%
CSIC
9
Clifford Swan Investment Counsel
California
$526K -$189K -15,000 -27%
Stifel Financial
10
Stifel Financial
Missouri
$456K +$20.8K +1,654 +5%
MCWA
11
Meadow Creek Wealth Advisors
Georgia
$376K -$3.35K -266 -0.9%
ACP
12
Aviance Capital Partners
Florida
$375K +$73.3K +5,826 +25%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$356K -$1.49M -118,680 -81%
Morgan Stanley
14
Morgan Stanley
New York
$352K -$37.7K -3,001 -10%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$266K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$259K +$253K +20,122 New
SG
17
StoneX Group
New York
$255K -$1.57K -125 -0.6%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$220K +$868 +69 +0.4%
WCM
19
Whitener Capital Management
North Carolina
$212K
Wells Fargo
20
Wells Fargo
California
$197K -$68.5K -5,450 -26%
TPW
21
Transatlantique Private Wealth
New York
$196K +$3.65K +290 +2%
UBS Group
22
UBS Group
Switzerland
$195K -$130K -10,343 -41%
GHAM
23
Gilman Hill Asset Management
Connecticut
$193K
Bank of America
24
Bank of America
North Carolina
$165K +$52.4K +4,167 +48%
MCP
25
Martin Capital Partners
Oregon
$148K

PAI Hedge Fund Activity: Q1 2025 in Review

33 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Western Asset Investment Grade Income Fund (PAI) for Q1 2025, worth a combined $26.9M — up 0.01% from $26.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PAI and 1 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 11 added.

The largest buyer was SeaBridge Investment Advisors, adding an estimated $1.37M. The largest seller was Allspring Global Investments, cutting an estimated $1.49M.

  • 33 institutional investors held Western Asset Investment Grade Income Fund (PAI) as of Q1 2025, down from 35 in Q4 2024.
  • Funds reported $26.9M of Western Asset Investment Grade Income Fund stock for Q1 2025, up 0.01% quarter-over-quarter.
  • 1 fund opened new Western Asset Investment Grade Income Fund positions in Q1 2025 and 3 closed out, a net change of -2 holders.
  • The largest Western Asset Investment Grade Income Fund buyer in Q1 2025 was SeaBridge Investment Advisors, an estimated $1.37M added.
  • The largest Western Asset Investment Grade Income Fund seller in Q1 2025 was Allspring Global Investments, an estimated $1.49M sold.

Based on aggregated 13F filings for Q1 2025.