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WEA

Western Asset Premier Bond Fund
WEA

31 hedge funds and large institutions have $43.6M invested in Western Asset Premier Bond Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

1% more capital invested

Capital invested by funds: $43M → $43.6M (+$624K)

0.83% less ownership

Funds ownership: 27.6% → 26.76% (-0.83%)

9% less funds holding

Funds holding: 34 → 31 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.17M
2
1CP
1607 Capital Partners
Virginia
+$824K
3
Bank of America
Bank of America
North Carolina
+$481K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$339K
5
Morgan Stanley
Morgan Stanley
New York
+$309K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$2.96M
2
KIM
Karpus Investment Management
New York
-$940K
3
CIA
Capital Investment Advisors
Georgia
-$435K
4
SIA
Sit Investment Associates
Minnesota
-$321K
5
PAS
Park Avenue Securities
New York
-$258K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
26
Concourse Financial Group Securities
Alabama
$66K +$53.2K +3,991 +499%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$16K – – –
GWM
28
Geneos Wealth Management
Colorado
$11K – – –
BWM
29
BerganKDV Wealth Management
Minnesota
$7K +$7.16K +537 New
ASN
30
Advisory Services Network
Georgia
$4K +$4K +300 New
FIA
31
FNY Investment Advisers
New York
$3K +$373 +28 +13%
KIM
32
Karpus Investment Management
New York
– -$940K -71,575 Closed
CIA
33
Capital Investment Advisors
Georgia
– -$435K -33,291 Closed
PAS
34
Park Avenue Securities
New York
– -$258K -19,686 Closed
MHS
35
M Holdings Securities
Oregon
– -$131K -10,050 Closed
BFEC
36
Benjamin F. Edwards & Company
Missouri
– -$68K -5,200 Closed
NSIM
37
North Star Investment Management
Illinois
– -$13K -1,000 Closed
WWM
38
Willingdon Wealth Management
North Carolina
– -$1K -80 Closed
1
2

WEA Hedge Fund Activity: Q2 2019 in Review

31 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q2 2019, worth a combined $43.6M — up 1.5% from $43M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WEA and 4 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 13 added.

The largest buyer was LPL Financial, adding an estimated $1.17M. The largest seller was Wells Fargo, cutting an estimated $2.96M.

  • 31 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q2 2019, down from 34 in Q1 2019.
  • Funds reported $43.6M of Western Asset Premier Bond Fund stock for Q2 2019, up 1.5% quarter-over-quarter.
  • 4 funds opened new Western Asset Premier Bond Fund positions in Q2 2019 and 7 closed out, a net change of -3 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q2 2019 was LPL Financial, an estimated $1.17M added.
  • The largest Western Asset Premier Bond Fund seller in Q2 2019 was Wells Fargo, an estimated $2.96M sold.

Based on aggregated 13F filings for Q2 2019.