Western Asset Bond ETF
WABF
9 hedge funds and large institutions have $48.3M invested in Western Asset Bond ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and closing their positions.
16% more capital invested
Capital invested by funds: $41.7M → $48.3M (+$6.52M)
13% more funds holding
Funds holding: 8 → 9 (+1)
8.86% more ownership
Funds ownership: 99.96% → 108.81% (+8.9%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.21M |
| 2 |
Jane Street
New York
|
+$1.85M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$25 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.26M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.01M |
| 3 |
JP Morgan Chase
New York
|
-$43.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $13M | +$6.21M | +250,000 | +100% |
|
2
Franklin Resources
San Mateo,
California
| $10.4M | – | – | – |
|
3
Goldman Sachs
New York
| $6.52M | – | – | – |
|
4
Bank of America
Charlotte,
North Carolina
| $6.52M | – | – | – |
|
|
5
JP Morgan Chase
New York
| $6.48M | -$43.4K | -1,748 | -0.7% |
|
|
6
Jane Street
New York
| $2.7M | +$1.85M | +74,325 | +256% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2.05M | -$2.01M | -81,103 | -51% |
|
|
8
Citadel Advisors
Miami,
Florida
| $509K | -$2.26M | -90,874 | -82% |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $26 | +$25 | +1 | New |
|
WABF Hedge Fund Activity: Q4 2023 in Review
9 of the 6,862 institutional investors tracked by Wall St. Rank reported a position in Western Asset Bond ETF (WABF) for Q4 2023, worth a combined $48.3M — up 16% from $41.7M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WABF positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.21M. The largest seller was Citadel Advisors, cutting an estimated $2.26M.
- 9 institutional investors held Western Asset Bond ETF (WABF) as of Q4 2023, up from 8 in Q3 2023.
- Funds reported $48.3M of Western Asset Bond ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 1 fund opened new Western Asset Bond ETF positions in Q4 2023 and 0 closed out, a net change of +1 holder.
- The largest Western Asset Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $6.21M added.
- The largest Western Asset Bond ETF seller in Q4 2023 was Citadel Advisors, an estimated $2.26M sold.
Based on aggregated 13F filings for Q4 2023.