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WEA

Western Asset Premier Bond Fund
WEA

36 hedge funds and large institutions have $27M invested in Western Asset Premier Bond Fund in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

16% more funds holding

Funds holding: 31 → 36 (+5)

7% more capital invested

Capital invested by funds: $25.2M → $27M (+$1.86M)

1.83% more ownership

Funds ownership: 16.99% → 18.82% (+1.8%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFWA
Summit Financial Wealth Advisors
Louisiana
+$1.2M
2
LCM
Laurion Capital Management
New York
+$235K
3
LPL Financial
LPL Financial
California
+$174K
4
SG Americas Securities
SG Americas Securities
New York
+$133K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$121K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$242K
2
KIM
Karpus Investment Management
New York
-$176K
3
LCM
Landscape Capital Management
New Jersey
-$103K
4
CIA
Capital Investment Advisors
Georgia
-$64.4K
5
Bank of America
Bank of America
North Carolina
-$32.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$131K -$103K -8,166 -43%
SG Americas Securities
27
SG Americas Securities
New York
$128K +$133K +10,531 New
MIFH
28
Migdal Insurance & Financial Holdings
Israel
$62K +$63.9K +5,066 New
Bank of America
29
Bank of America
North Carolina
$57K -$32.8K -2,603 -36%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$57K – – –
VIA
31
Vantage Investment Advisors
Pennsylvania
$35K – – –
WEC
32
Winslow Evans & Crocker
Massachusetts
$13.4K – – –
TRCT
33
Tower Research Capital (TRC)
New York
$11K +$11.4K +908 New
AIG
34
American International Group
New York
$7K – – –
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$6K -$28.4K -2,250 -82%
IFA
36
Interactive Financial Advisors
Illinois
$6K – – –
Citigroup
37
Citigroup
New York
– -$28K -2,237 Closed
HF
38
Hoxton Financial
West Virginia
– -$25K -2,000 Closed
US Bancorp
39
US Bancorp
Minnesota
– -$4K -300 Closed
1
2

WEA Hedge Fund Activity: Q4 2015 in Review

36 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q4 2015, worth a combined $27M — up 7.4% from $25.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WEA positions and 3 closed out — a net gain of 5 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Summit Financial Wealth Advisors, opening a new position worth an estimated $1.2M. The largest seller was Guggenheim Capital, cutting an estimated $242K.

  • 36 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q4 2015, up from 31 in Q3 2015.
  • Funds reported $27M of Western Asset Premier Bond Fund stock for Q4 2015, up 7.4% quarter-over-quarter.
  • 8 funds opened new Western Asset Premier Bond Fund positions in Q4 2015 and 3 closed out, a net change of +5 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q4 2015 was Summit Financial Wealth Advisors, an estimated $1.2M added.
  • The largest Western Asset Premier Bond Fund seller in Q4 2015 was Guggenheim Capital, an estimated $242K sold.

Based on aggregated 13F filings for Q4 2015.