Western Asset Worldwide Income
SBW
SBW was delisted on the 16th of December, 2016.
38 hedge funds and large institutions have $34.5M invested in Western Asset Worldwide Income in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 6 closing their positions.
9% more capital invested
Capital invested by funds: $31.6M → $34.5M (+$2.91M)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
3% less funds holding
Funds holding: 39 → 38 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.04M |
| 2 |
SCM
Saba Capital Management
New York
|
+$277K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$254K |
| 4 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$226K |
| 5 |
Citigroup
New York
|
+$216K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$647K |
| 2 |
Morgan Stanley
New York
|
-$342K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$251K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$179K |
| 5 |
Squarepoint
New York
|
-$141K |
SBW Hedge Fund Activity: Q1 2016 in Review
38 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Western Asset Worldwide Income (SBW) for Q1 2016, worth a combined $34.5M — up 9.2% from $31.6M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SBW and 5 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 10 added.
The largest buyer was Sit Investment Associates, adding an estimated $2.04M. The largest seller was Invesco, cutting an estimated $647K.
- 38 institutional investors held Western Asset Worldwide Income (SBW) as of Q1 2016, down from 39 in Q4 2015.
- Funds reported $34.5M of Western Asset Worldwide Income stock for Q1 2016, up 9.2% quarter-over-quarter.
- 5 funds opened new Western Asset Worldwide Income positions in Q1 2016 and 6 closed out, a net change of -1 holder.
- The largest Western Asset Worldwide Income buyer in Q1 2016 was Sit Investment Associates, an estimated $2.04M added.
- The largest Western Asset Worldwide Income seller in Q1 2016 was Invesco, an estimated $647K sold.
Based on aggregated 13F filings for Q1 2016.