Western Asset Premier Bond Fund
WEA
30 hedge funds and large institutions have $18.7M invested in Western Asset Premier Bond Fund in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
21% more capital invested
Capital invested by funds: $15.5M → $18.7M (+$3.2M)
7% more funds holding
Funds holding: 28 → 30 (+2)
2.17% more ownership
Funds ownership: 9.16% → 11.34% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.29M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.26M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$373K |
| 4 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$348K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$257K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$180K |
| 2 |
SG Americas Securities
New York
|
-$76K |
| 3 |
LPL Financial
San Diego,
California
|
-$58.9K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$55.6K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$5.34K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HF
26
Hoxton Financial
Shepherdstown,
West Virginia
| $28K | – | – | – |
|
|
WEC
27
Winslow Evans & Crocker
Boston,
Massachusetts
| $15.3K | – | – | – |
|
28
Citigroup
New York
| $11K | – | – | – |
|
29
US Bancorp
Minneapolis,
Minnesota
| $4K | – | – | – |
|
30
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $11 | – | – | – |
|
|
SFS
31
Shaker Financial Services
Arlington,
Virginia
| – | -$180K | -12,564 | Closed |
|
WEA Hedge Fund Activity: Q4 2014 in Review
30 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q4 2014, worth a combined $18.7M — up 21% from $15.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WEA positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $1.29M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $180K sold.
- 30 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q4 2014, up from 28 in Q3 2014.
- Funds reported $18.7M of Western Asset Premier Bond Fund stock for Q4 2014, up 21% quarter-over-quarter.
- 4 funds opened new Western Asset Premier Bond Fund positions in Q4 2014 and 1 closed out, a net change of +3 holders.
- The largest Western Asset Premier Bond Fund buyer in Q4 2014 was United Capital Financial Advisors, an estimated $1.29M added.
- The largest Western Asset Premier Bond Fund seller in Q4 2014 was Shaker Financial Services, an estimated $180K sold.
Based on aggregated 13F filings for Q4 2014.