Western Asset Premier Bond Fund
WEA
34 hedge funds and large institutions have $33.2M invested in Western Asset Premier Bond Fund in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
7% more capital invested
Capital invested by funds: $31.1M → $33.2M (+$2.11M)
3.77% more ownership
Funds ownership: 20.21% → 23.99% (+3.8%)
6% less funds holding
Funds holding: 36 → 34 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $57K | – | – | – |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $53K | -$30.3K | -2,390 | -36% |
|
|
NSIM
28
North Star Investment Management
Chicago,
Illinois
| $13K | – | – | – |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $10K | – | – | – |
|
|
CCM
30
Cribstone Capital Management
Augusta,
Maine
| $8K | – | – | – |
|
|
PMG
31
ProVise Management Group
Clearwater,
Florida
| $2.82K | +$70.9K | +5,587 | +3% |
|
|
FIA
32
FNY Investment Advisers
New York
| $1K | +$1.71K | +135 | New |
|
|
OC
33
Oppenheimer & Co
New York
| – | -$326K | -25,227 | Closed |
|
34
SG Americas Securities
New York
| – | -$206K | -15,968 | Closed |
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$179K | -13,868 | Closed |
|
36
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$134K | -10,437 | Closed |
|
|
WAM
37
Wolverine Asset Management
Chicago,
Illinois
| – | -$127K | -9,896 | Closed |
|
|
VIA
38
Vantage Investment Advisors
State College,
Pennsylvania
| – | -$37K | -2,900 | Closed |
|
WEA Hedge Fund Activity: Q2 2018 in Review
34 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q2 2018, worth a combined $33.2M — up 6.8% from $31.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WEA and 4 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 13 added.
The largest buyer was 1607 Capital Partners, adding an estimated $3.56M. The largest seller was Sit Investment Associates, cutting an estimated $605K.
- 34 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q2 2018, down from 36 in Q1 2018.
- Funds reported $33.2M of Western Asset Premier Bond Fund stock for Q2 2018, up 6.8% quarter-over-quarter.
- 4 funds opened new Western Asset Premier Bond Fund positions in Q2 2018 and 6 closed out, a net change of -2 holders.
- The largest Western Asset Premier Bond Fund buyer in Q2 2018 was 1607 Capital Partners, an estimated $3.56M added.
- The largest Western Asset Premier Bond Fund seller in Q2 2018 was Sit Investment Associates, an estimated $605K sold.
Based on aggregated 13F filings for Q2 2018.