Western Asset Premier Bond Fund
WEA
35 hedge funds and large institutions have $24.9M invested in Western Asset Premier Bond Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 4 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
6% more capital invested
Capital invested by funds: $23.4M → $24.9M (+$1.5M)
0.22% more ownership
Funds ownership: 14.71% → 14.93% (+0.22%)
0% more funds holding
Funds holding: 35 → 35 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$671K |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$595K |
| 3 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$265K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$207K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$727K |
| 2 |
LPL Financial
San Diego,
California
|
-$563K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$251K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$179K |
| 5 |
SG Americas Securities
New York
|
-$116K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| $70K | +$68.2K | +4,999 | New |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $67K | +$31.4K | +2,300 | +92% |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $48K | +$45K | +3,300 | +2,063% |
|
|
VIA
29
Vantage Investment Advisors
State College,
Pennsylvania
| $41K | – | – | – |
|
|
NSIM
30
North Star Investment Management
Chicago,
Illinois
| $14K | – | – | – |
|
|
WEC
31
Winslow Evans & Crocker
Boston,
Massachusetts
| $14K | -$1.36K | -100 | -9% |
|
|
CCM
32
Cribstone Capital Management
Augusta,
Maine
| $8K | +$8.18K | +600 | New |
|
33
Creative Planning
Overland Park,
Kansas
| $5K | +$4.98K | +365 | New |
|
|
AG
34
Advisor Group
Phoenix,
Arizona
| $1K | -$8.18K | -600 | -88% |
|
|
35
LPL Financial
San Diego,
California
| – | -$563K | -41,943 | Closed |
|
|
LCM
36
Landscape Capital Management
Englewood,
New Jersey
| – | -$251K | -19,361 | Closed |
|
|
WAM
37
Wolverine Asset Management
Chicago,
Illinois
| – | -$179K | -13,430 | Closed |
|
|
38
SG Americas Securities
New York
| – | -$116K | -8,689 | Closed |
|
WEA Hedge Fund Activity: Q2 2017 in Review
35 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q2 2017, worth a combined $24.9M — up 6.4% from $23.4M a quarter earlier.
Fund positioning in WEA was balanced in Q2 2017: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 11 trimmed.
The largest buyer was Curi RMB Capital, adding an estimated $671K. The largest seller was Koshinski Asset Management, cutting an estimated $727K.
- 35 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $24.9M of Western Asset Premier Bond Fund stock for Q2 2017, up 6.4% quarter-over-quarter.
- 4 funds opened new Western Asset Premier Bond Fund positions in Q2 2017 and 4 closed out, a net change of 0 holders.
- The largest Western Asset Premier Bond Fund buyer in Q2 2017 was Curi RMB Capital, an estimated $671K added.
- The largest Western Asset Premier Bond Fund seller in Q2 2017 was Koshinski Asset Management, an estimated $727K sold.
Based on aggregated 13F filings for Q2 2017.