Western Asset Worldwide Income
SBW
SBW was delisted on the 16th of December, 2016.
39 hedge funds and large institutions have $35.9M invested in Western Asset Worldwide Income in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
3% more funds holding
Funds holding: 38 → 39 (+1)
4% more capital invested
Capital invested by funds: $34.5M → $35.9M (+$1.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.13M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.99M |
| 3 |
LCM
Laurion Capital Management
New York
|
+$671K |
| 4 |
Morgan Stanley
New York
|
+$257K |
| 5 |
ST
Sentinel Trust
Houston,
Texas
|
+$256K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$3.9M |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
-$790K |
| 3 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$665K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$587K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$473K |
SBW Hedge Fund Activity: Q2 2016 in Review
39 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Western Asset Worldwide Income (SBW) for Q2 2016, worth a combined $35.9M — up 4% from $34.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SBW positions and 5 closed out — a net gain of 3 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $2.13M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $3.9M sold.
- 39 institutional investors held Western Asset Worldwide Income (SBW) as of Q2 2016, up from 38 in Q1 2016.
- Funds reported $35.9M of Western Asset Worldwide Income stock for Q2 2016, up 4% quarter-over-quarter.
- 8 funds opened new Western Asset Worldwide Income positions in Q2 2016 and 5 closed out, a net change of +3 holders.
- The largest Western Asset Worldwide Income buyer in Q2 2016 was Sit Investment Associates, an estimated $2.13M added.
- The largest Western Asset Worldwide Income seller in Q2 2016 was Parametric Portfolio Associates, an estimated $3.9M sold.
Based on aggregated 13F filings for Q2 2016.