Western Asset Premier Bond Fund
WEA
28 hedge funds and large institutions have $15.5M invested in Western Asset Premier Bond Fund in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 0 closing their positions.
8% more funds holding
Funds holding: 26 → 28 (+2)
6% more capital invested
Capital invested by funds: $14.7M → $15.5M (+$844K)
0.86% more ownership
Funds ownership: 8.3% → 9.16% (+0.86%)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.06M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$413K |
| 3 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$319K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$185K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$184K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$394K |
| 2 |
SG Americas Securities
New York
|
-$245K |
| 3 |
LPL Financial
San Diego,
California
|
-$73.1K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$43.3K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$17.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $11K | – | – | – |
|
27
US Bancorp
Minneapolis,
Minnesota
| $4K | +$4.4K | +300 | New |
|
28
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $11 | – | – | – |
|
WEA Hedge Fund Activity: Q3 2014 in Review
28 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q3 2014, worth a combined $15.5M — up 5.8% from $14.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WEA positions and 0 closed out — a net gain of 2 holders — while 9 added to existing stakes and 9 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $1.06M. The largest seller was Invesco, cutting an estimated $394K.
- 28 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q3 2014, up from 26 in Q2 2014.
- Funds reported $15.5M of Western Asset Premier Bond Fund stock for Q3 2014, up 5.8% quarter-over-quarter.
- 2 funds opened new Western Asset Premier Bond Fund positions in Q3 2014 and 0 closed out, a net change of +2 holders.
- The largest Western Asset Premier Bond Fund buyer in Q3 2014 was Sit Investment Associates, an estimated $1.06M added.
- The largest Western Asset Premier Bond Fund seller in Q3 2014 was Invesco, an estimated $394K sold.
Based on aggregated 13F filings for Q3 2014.