We are live on ! Find out more
WEA

Western Asset Premier Bond Fund
WEA

34 hedge funds and large institutions have $43M invested in Western Asset Premier Bond Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $38.6M → $43M (+$4.36M)

3% more funds holding

Funds holding: 33 → 34 (+1)

0.76% more ownership

Funds ownership: 26.83% → 27.6% (+0.76%)

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.77M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.03M
3
1CP
1607 Capital Partners
Virginia
+$597K
4
RCM
Robinson Capital Management
Michigan
+$374K
5
Stifel Financial
Stifel Financial
Missouri
+$358K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.11M
2
Invesco
Invesco
Georgia
-$760K
3
KIM
Karpus Investment Management
New York
-$738K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$587K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$510K
Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
26
M Holdings Securities
Oregon
$131K +$127K +10,050 New
AG
27
Advisor Group
Arizona
$118K – – –
BFEC
28
Benjamin F. Edwards & Company
Missouri
$68K – – –
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$16K +$15K +1,186 New
NSIM
30
North Star Investment Management
Illinois
$13K – – –
GWM
31
Geneos Wealth Management
Colorado
$11K – – –
CFGS
32
Concourse Financial Group Securities
Alabama
$10K +$10.1K +800 New
FIA
33
FNY Investment Advisers
New York
$2K +$2.72K +215 New
WWM
34
Willingdon Wealth Management
North Carolina
$1K – – –
Ameriprise
35
Ameriprise
Minnesota
– -$455K -37,650 Closed
NFG
36
Next Financial Group
Texas
– -$91K -7,523 Closed
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
– -$55K -4,510 Closed
IA
38
IFP Advisors
Florida
– -$12K -1,000 Closed
Citigroup
39
Citigroup
New York
– -$9K -737 Closed
CCM
40
Cribstone Capital Management
Maine
– -$7K -600 Closed
1
2

WEA Hedge Fund Activity: Q1 2019 in Review

34 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q1 2019, worth a combined $43M — up 11% from $38.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WEA positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.77M. The largest seller was Wells Fargo, cutting an estimated $1.11M.

  • 34 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q1 2019, up from 33 in Q4 2018.
  • Funds reported $43M of Western Asset Premier Bond Fund stock for Q1 2019, up 11% quarter-over-quarter.
  • 7 funds opened new Western Asset Premier Bond Fund positions in Q1 2019 and 6 closed out, a net change of +1 holder.
  • The largest Western Asset Premier Bond Fund buyer in Q1 2019 was Morgan Stanley, an estimated $1.77M added.
  • The largest Western Asset Premier Bond Fund seller in Q1 2019 was Wells Fargo, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2019.