Western Asset Premier Bond Fund
WEA
26 hedge funds and large institutions have $13.9M invested in Western Asset Premier Bond Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
0% more funds holding
Funds holding: 26 → 26 (0)
0.24% less ownership
Funds ownership: 8.31% → 8.07% (-0.24%)
0% less capital invested
Capital invested by funds: $14M → $13.9M (-$49.4K)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$264K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$185K |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
+$122K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$53.8K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$51.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$676K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$428K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$398K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$170K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$145K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $12 | +$11.9K | +800 | New |
|
|
SFS
27
Shaker Financial Services
Arlington,
Virginia
| – | -$676K | -47,751 | Closed |
|
|
DA
28
Doliver Advisors
Houston,
Texas
| – | -$398K | -28,160 | Closed |
|
|
29
Creative Planning
Overland Park,
Kansas
| – | -$170K | -12,000 | Closed |
|
|
30
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$145K | -10,245 | Closed |
|
31
Ameriprise
Minneapolis,
Minnesota
| – | -$85K | -6,000 | Closed |
|
|
WAM
32
Wolverine Asset Management
Chicago,
Illinois
| – | -$26K | -1,900 | Closed |
|
WEA Hedge Fund Activity: Q4 2013 in Review
26 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q4 2013, worth a combined $13.9M — down 0.35% from $14M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WEA positions and 6 closed out — a net gain of 2 holders — while 5 added to existing stakes and 9 trimmed.
The largest buyer was SG Americas Securities, opening a new position worth an estimated $264K. The largest seller was Shaker Financial Services, exiting entirely with an estimated $676K sold.
- 26 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $13.9M of Western Asset Premier Bond Fund stock for Q4 2013, down 0.35% quarter-over-quarter.
- 8 funds opened new Western Asset Premier Bond Fund positions in Q4 2013 and 6 closed out, a net change of +2 holders.
- The largest Western Asset Premier Bond Fund buyer in Q4 2013 was SG Americas Securities, an estimated $264K added.
- The largest Western Asset Premier Bond Fund seller in Q4 2013 was Shaker Financial Services, an estimated $676K sold.
Based on aggregated 13F filings for Q4 2013.