Western Asset Premier Bond Fund
WEA
37 hedge funds and large institutions have $37.8M invested in Western Asset Premier Bond Fund in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
14% more capital invested
Capital invested by funds: $33.2M → $37.8M (+$4.64M)
9% more funds holding
Funds holding: 34 → 37 (+3)
0.8% more ownership
Funds ownership: 23.99% → 24.79% (+0.8%)
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.68M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$873K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$394K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$201K |
| 5 |
Morgan Stanley
New York
|
+$159K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $64K | +$5.6K | +442 | +10% |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $52K | -$2.09K | -165 | -4% |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $51K | -$12.6K | -995 | -20% |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $25K | -$1.28M | -101,098 | -98% |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $19K | +$18.4K | +1,450 | New |
|
|
NSIM
31
North Star Investment Management
Chicago,
Illinois
| $13K | – | – | – |
|
32
Citigroup
New York
| $13K | +$12.5K | +985 | New |
|
|
AAIM
33
Asset Advisors Investment Management
Augusta,
Georgia
| $13K | +$12.5K | +988 | New |
|
|
GWM
34
Geneos Wealth Management
Englewood,
Colorado
| $10K | – | – | – |
|
|
CCM
35
Cribstone Capital Management
Augusta,
Maine
| $8K | – | – | – |
|
|
FIA
36
FNY Investment Advisers
New York
| $1K | – | – | – |
|
|
WWM
37
Willingdon Wealth Management
Huntersville,
North Carolina
| $1K | +$1.01K | +80 | New |
|
WEA Hedge Fund Activity: Q3 2018 in Review
37 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q3 2018, worth a combined $37.8M — up 14% from $33.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WEA positions and 2 closed out — a net gain of 3 holders — while 16 added to existing stakes and 10 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.68M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $1.28M.
- 37 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q3 2018, up from 34 in Q2 2018.
- Funds reported $37.8M of Western Asset Premier Bond Fund stock for Q3 2018, up 14% quarter-over-quarter.
- 5 funds opened new Western Asset Premier Bond Fund positions in Q3 2018 and 2 closed out, a net change of +3 holders.
- The largest Western Asset Premier Bond Fund buyer in Q3 2018 was Wells Fargo, an estimated $2.68M added.
- The largest Western Asset Premier Bond Fund seller in Q3 2018 was Northwestern Mutual Wealth Management, an estimated $1.28M sold.
Based on aggregated 13F filings for Q3 2018.