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WEA

Western Asset Premier Bond Fund
WEA

35 hedge funds and large institutions have $23.4M invested in Western Asset Premier Bond Fund in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

0.57% less ownership

Funds ownership: 15.27% → 14.71% (-0.57%)

1% less capital invested

Capital invested by funds: $23.5M → $23.4M (-$170K)

8% less funds holding

Funds holding: 38 → 35 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$1.1M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$696K
3
WIA
Westbourne Investment Advisors
Maryland
+$304K
4
CRC
Curi RMB Capital
Illinois
+$296K
5
Invesco
Invesco
Georgia
+$226K

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
-$1.27M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$839K
3
Citigroup
Citigroup
New York
-$592K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$369K
5
1CP
1607 Capital Partners
Virginia
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
26
Clifford Swan Investment Counsel
California
$167K – – –
SG Americas Securities
27
SG Americas Securities
New York
$116K +$117K +8,689 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$44K -$18.8K -1,400 -30%
VIA
29
Vantage Investment Advisors
Pennsylvania
$39K – – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$34K – – –
WEC
31
Winslow Evans & Crocker
Massachusetts
$14.7K – – –
NSIM
32
North Star Investment Management
Illinois
$13K – – –
AG
33
Advisor Group
Arizona
$9K – – –
IA
34
IFP Advisors
Florida
$2K -$20.1K -1,500 -90%
CIA
35
Capital Investment Advisors
Georgia
– -$1.27M -98,121 Closed
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
– -$839K -64,836 Closed
Citigroup
37
Citigroup
New York
– -$592K -45,721 Closed
DA
38
Doliver Advisors
Texas
– -$212K -16,385 Closed
LCM
39
Laurion Capital Management
New York
– -$163K -12,568 Closed
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
– -$53K -4,100 Closed
1
2

WEA Hedge Fund Activity: Q1 2017 in Review

35 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q1 2017, worth a combined $23.4M — down 0.72% from $23.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of WEA and 4 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 13 added.

The largest buyer was Robinson Capital Management, adding an estimated $1.1M. The largest seller was Capital Investment Advisors, exiting entirely with an estimated $1.27M sold.

  • 35 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q1 2017, down from 38 in Q4 2016.
  • Funds reported $23.4M of Western Asset Premier Bond Fund stock for Q1 2017, down 0.72% quarter-over-quarter.
  • 4 funds opened new Western Asset Premier Bond Fund positions in Q1 2017 and 6 closed out, a net change of -2 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q1 2017 was Robinson Capital Management, an estimated $1.1M added.
  • The largest Western Asset Premier Bond Fund seller in Q1 2017 was Capital Investment Advisors, an estimated $1.27M sold.

Based on aggregated 13F filings for Q1 2017.