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SBW

Western Asset Worldwide Income
SBW

Delisted

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

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27 hedge funds and large institutions have $21.8M invested in Western Asset Worldwide Income in 2013 Q2 according to their latest regulatory filings, with 27 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+27
Holders Change %
–
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$5.21M +$5.8M +398,169 New
AAM
2
Advisors Asset Management
Colorado
$4.18M +$4.65M +319,466 New
Morgan Stanley
3
Morgan Stanley
New York
$3.59M +$3.99M +274,156 New
PPA
4
Parametric Portfolio Associates
Washington
$1.71M +$1.9M +130,585 New
Wells Fargo
5
Wells Fargo
California
$1.63M +$1.81M +124,415 New
GC
6
Guggenheim Capital
Illinois
$1.36M +$1.52M +104,111 New
FIMG
7
Financial & Investment Management Group
Michigan
$604K +$672K +46,158 New
DA
8
Doliver Advisors
Texas
$585K +$651K +44,700 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$533K +$593K +40,727 New
Bank of America
10
Bank of America
North Carolina
$488K +$542K +37,221 New
SFS
11
Shaker Financial Services
Virginia
$474K +$528K +36,212 New
RCM
12
Rivernorth Capital Management
Florida
$446K +$496K +34,059 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$422K +$470K +32,261 New
TC
14
TFS Capital
Pennsylvania
$172K +$192K +13,164 New
U
15
UBS
Switzerland
$107K +$119K +8,166 New
Citigroup
16
Citigroup
New York
$84K +$93.8K +6,441 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$71K +$79.4K +5,450 New
BC
18
Bartlett & Co
Ohio
$30K +$33.1K +2,275 New
PSUF
19
People's United Financial
Connecticut
$13K +$14.6K +1,000 New
Ameriprise
20
Ameriprise
Minnesota
$12K +$13.1K +899 New
MA
21
MUFG Americas
New York
$9K +$9.62K +660 New
HF
22
Hoxton Financial
West Virginia
$5K +$5.32K +365 New
MFS
23
MSI Financial Services
Massachusetts
$4K +$4.34K +298 New
TRCT
24
Tower Research Capital (TRC)
New York
$4K +$4.91K +337 New
Creative Planning
25
Creative Planning
Kansas
$2K +$1.82K +125 New
1
2

SBW Hedge Fund Activity: Q2 2013 in Review

27 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Western Asset Worldwide Income (SBW) for Q2 2013, worth a combined $21.8M.

Buyers outnumbered sellers: 27 funds opened new SBW positions and 0 closed out — a net gain of 27 holders — while 0 added to existing stakes and 0 trimmed.

  • 27 institutional investors held Western Asset Worldwide Income (SBW) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $21.8M of Western Asset Worldwide Income stock for Q2 2013.
  • 27 funds opened new Western Asset Worldwide Income positions in Q2 2013 and 0 closed out, a net change of +27 holders.

Based on aggregated 13F filings for Q2 2013.