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SBW

Western Asset Worldwide Income
SBW

Delisted

SBW was delisted on the 16th of December, 2016.

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33 hedge funds and large institutions have $29.2M invested in Western Asset Worldwide Income in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $25.7M → $29.2M (+$3.52M)

6% more funds holding

Funds holding: 31 → 33 (+2)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$2.14M
2
SCM
Saba Capital Management
New York
+$1.62M
3
RJA
Raymond James & Associates
Florida
+$869K
4
SIA
Sit Investment Associates
Minnesota
+$727K
5
WAM
Wolverine Asset Management
Illinois
+$503K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$784K
2
Invesco
Invesco
Georgia
-$583K
3
SFS
Shaker Financial Services
Virginia
-$491K
4
TC
TFS Capital
Pennsylvania
-$409K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$289K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$44K -$294 -24 -0.7%
BC
27
Bartlett & Co
Ohio
$28K – – –
TRCT
28
Tower Research Capital (TRC)
New York
$15K +$14.7K +1,200 New
Barclays
29
Barclays
United Kingdom
$12K +$12.3K +1,000 New
MA
30
MUFG Americas
New York
$10K +$1.95K +159 +24%
PSUF
31
People's United Financial
Connecticut
$6K -$6.13K -500 -50%
MFS
32
MSI Financial Services
Massachusetts
$4K – – –
HF
33
Hoxton Financial
West Virginia
$4K +$4.47K +365 New
SFS
34
Shaker Financial Services
Virginia
– -$491K -39,047 Closed
TC
35
TFS Capital
Pennsylvania
– -$409K -32,563 Closed
RJFSA
36
Raymond James Financial Services Advisors
Florida
– -$289K -22,999 Closed
PFO
37
Pathstone Family Office
New Jersey
– -$42K -3,305 Closed
Ameriprise
38
Ameriprise
Minnesota
– -$11K -899 Closed
Nomura Holdings
39
Nomura Holdings
Japan
– -$1K -100 Closed
AIG
40
American International Group
New York
– -$880 -70 Closed
1
2

SBW Hedge Fund Activity: Q4 2013 in Review

33 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Western Asset Worldwide Income (SBW) for Q4 2013, worth a combined $29.2M — up 14% from $25.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SBW positions and 7 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.14M. The largest seller was Advisors Asset Management, cutting an estimated $784K.

  • 33 institutional investors held Western Asset Worldwide Income (SBW) as of Q4 2013, up from 31 in Q3 2013.
  • Funds reported $29.2M of Western Asset Worldwide Income stock for Q4 2013, up 14% quarter-over-quarter.
  • 9 funds opened new Western Asset Worldwide Income positions in Q4 2013 and 7 closed out, a net change of +2 holders.
  • The largest Western Asset Worldwide Income buyer in Q4 2013 was Rivernorth Capital Management, an estimated $2.14M added.
  • The largest Western Asset Worldwide Income seller in Q4 2013 was Advisors Asset Management, an estimated $784K sold.

Based on aggregated 13F filings for Q4 2013.