Western Asset Corporate Loan Fund Inc.
TLI was delisted on the 20th of November, 2020.
29 hedge funds and large institutions have $23.6M invested in Western Asset Corporate Loan Fund Inc. in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
16% more funds holding
Funds holding: 25 → 29 (+4)
13% less capital invested
Capital invested by funds: $27.1M → $23.6M (-$3.52M)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$372K |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$361K |
| 3 |
Morgan Stanley
New York
|
+$348K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$286K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$170K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.81M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.59M |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$1.06M |
| 4 |
HK
Horizon Kinetics
New York
|
-$905K |
| 5 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$780K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWA
26
IBEX Wealth Advisors
Bedminster,
New Jersey
| $10K | +$9.24K | +855 | New |
|
|
NFG
27
Next Financial Group
Houston,
Texas
| $6K | – | – | – |
|
|
YMRC
28
Yorktown Management & Research Company
Forest,
Virginia
| – | -$780K | -72,900 | Closed |
|
29
Creative Planning
Overland Park,
Kansas
| – | -$12K | -1,077 | Closed |
|
|
YWP
30
YorkBridge Wealth Partners
New York
| – | +$324 | +30 | New |
|
TLI Hedge Fund Activity: Q4 2016 in Review
29 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Western Asset Corporate Loan Fund Inc. (TLI) for Q4 2016, worth a combined $23.6M — down 13% from $27.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TLI positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Wells Fargo, adding an estimated $372K. The largest seller was Advisors Asset Management, cutting an estimated $1.81M.
- 29 institutional investors held Western Asset Corporate Loan Fund Inc. (TLI) as of Q4 2016, up from 25 in Q3 2016.
- Funds reported $23.6M of Western Asset Corporate Loan Fund Inc. stock for Q4 2016, down 13% quarter-over-quarter.
- 6 funds opened new Western Asset Corporate Loan Fund Inc. positions in Q4 2016 and 2 closed out, a net change of +4 holders.
- The largest Western Asset Corporate Loan Fund Inc. buyer in Q4 2016 was Wells Fargo, an estimated $372K added.
- The largest Western Asset Corporate Loan Fund Inc. seller in Q4 2016 was Advisors Asset Management, an estimated $1.81M sold.
Based on aggregated 13F filings for Q4 2016.