Western Asset Premier Bond Fund
WEA
35 hedge funds and large institutions have $21.9M invested in Western Asset Premier Bond Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 7 closing their positions.
2% more capital invested
Capital invested by funds: $21.5M → $21.9M (+$462K)
0.81% more ownership
Funds ownership: 12.96% → 13.77% (+0.81%)
0% more funds holding
Funds holding: 35 → 35 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.68M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$328K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$263K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$256K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$254K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$832K |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$523K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$410K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$369K |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$250K |
WEA Hedge Fund Activity: Q2 2015 in Review
35 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q2 2015, worth a combined $21.9M — up 2.1% from $21.5M a quarter earlier.
Fund positioning in WEA was balanced in Q2 2015: 7 funds opened new positions, 7 closed out, 7 added to existing stakes and 11 trimmed.
The largest buyer was Karpus Investment Management, opening a new position worth an estimated $2.68M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $832K sold.
- 35 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $21.9M of Western Asset Premier Bond Fund stock for Q2 2015, up 2.1% quarter-over-quarter.
- 7 funds opened new Western Asset Premier Bond Fund positions in Q2 2015 and 7 closed out, a net change of 0 holders.
- The largest Western Asset Premier Bond Fund buyer in Q2 2015 was Karpus Investment Management, an estimated $2.68M added.
- The largest Western Asset Premier Bond Fund seller in Q2 2015 was Curi RMB Capital, an estimated $832K sold.
Based on aggregated 13F filings for Q2 2015.