PAI

Western Asset Investment Grade Income Fund

32 hedge funds and large institutions have $39.1M invested in Western Asset Investment Grade Income Fund in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$14M
1CP
2
1607 Capital Partners
Virginia
$8.71M
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$3.22M
GC
4
Guggenheim Capital
Illinois
$2.61M
Jones Financial Companies
5
Jones Financial Companies
Missouri
$2.49M
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$1.54M
LPL Financial
7
LPL Financial
California
$1.1M
Raymond James Financial
8
Raymond James Financial
Florida
$570K
WAM
9
Wolverine Asset Management
Illinois
$555K
Stifel Financial
10
Stifel Financial
Missouri
$516K
ACP
11
Aviance Capital Partners
Florida
$463K
SFS
12
Shaker Financial Services
Virginia
$430K
Baird Financial Group
13
Baird Financial Group
Wisconsin
$381K
CSIC
14
Clifford Swan Investment Counsel
California
$331K
MCWA
15
Meadow Creek Wealth Advisors
Georgia
$319K
Morgan Stanley
16
Morgan Stanley
New York
$277K
MCP
17
Martin Capital Partners
Oregon
$236K
WCM
18
Whitener Capital Management
North Carolina
$197K
GHAM
19
Gilman Hill Asset Management
Connecticut
$181K
Wells Fargo
20
Wells Fargo
California
$152K
Bank of America
21
Bank of America
North Carolina
$138K
FPAS
22
Focus Partners Advisor Solutions
Missouri
$133K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$131K
Osaic Holdings
24
Osaic Holdings
Arizona
$101K
UBS Group
25
UBS Group
Switzerland
$101K