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WEA

Western Asset Premier Bond Fund
WEA

33 hedge funds and large institutions have $38.6M invested in Western Asset Premier Bond Fund in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.05% more ownership

Funds ownership: 24.79% → 26.83% (+2%)

2% more capital invested

Capital invested by funds: $37.8M → $38.6M (+$785K)

11% less funds holding

Funds holding: 37 → 33 (-4)

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.27M
2
1CP
1607 Capital Partners
Virginia
+$2.13M
3
Wells Fargo
Wells Fargo
California
+$885K
4
Ameriprise
Ameriprise
Minnesota
+$465K
5
NFG
Next Financial Group
Texas
+$92.8K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$2.28M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$1.07M
3
Invesco
Invesco
Georgia
-$618K
4
CRC
Curi RMB Capital
Illinois
-$220K
5
Cohen & Steers
Cohen & Steers
New York
-$210K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$55K +$55.7K +4,510 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$52K -$8.33K -675 -14%
IA
28
IFP Advisors
Florida
$12K -$37K -2,999 -75%
NSIM
29
North Star Investment Management
Illinois
$12K – – –
GWM
30
Geneos Wealth Management
Colorado
$10K – – –
Citigroup
31
Citigroup
New York
$9K -$3.06K -248 -25%
CCM
32
Cribstone Capital Management
Maine
$7K – – –
WWM
33
Willingdon Wealth Management
North Carolina
$1K – – –
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
– -$1.07M -83,250 Closed
CRC
35
Curi RMB Capital
Illinois
– -$220K -17,125 Closed
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
– -$203K -15,841 Closed
RJA
37
Raymond James & Associates
Florida
– -$169K -13,200 Closed
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
– -$25K -1,941 Closed
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
– -$19K -1,450 Closed
AAIM
40
Asset Advisors Investment Management
Georgia
– -$13K -988 Closed
FIA
41
FNY Investment Advisers
New York
– -$1K -135 Closed
1
2

WEA Hedge Fund Activity: Q4 2018 in Review

33 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q4 2018, worth a combined $38.6M — up 2.1% from $37.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WEA and 4 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 9 added.

The largest buyer was Morgan Stanley, adding an estimated $4.27M. The largest seller was Robinson Capital Management, cutting an estimated $2.28M.

  • 33 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q4 2018, down from 37 in Q3 2018.
  • Funds reported $38.6M of Western Asset Premier Bond Fund stock for Q4 2018, up 2.1% quarter-over-quarter.
  • 4 funds opened new Western Asset Premier Bond Fund positions in Q4 2018 and 8 closed out, a net change of -4 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q4 2018 was Morgan Stanley, an estimated $4.27M added.
  • The largest Western Asset Premier Bond Fund seller in Q4 2018 was Robinson Capital Management, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2018.