Western Asset Premier Bond Fund
WEA
36 hedge funds and large institutions have $44.6M invested in Western Asset Premier Bond Fund in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 0 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
16% more funds holding
Funds holding: 31 → 36 (+5)
2% more capital invested
Capital invested by funds: $43.6M → $44.6M (+$967K)
0.42% less ownership
Funds ownership: 26.76% → 26.34% (-0.42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$627K |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$397K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$392K |
| 4 |
PAS
Park Avenue Securities
New York
|
+$351K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$279K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.03M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$204K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$135K |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$131K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$93.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRWA
26
B. Riley Wealth Advisors
Boca Raton,
Florida
| $155K | -$28 | -2 | -0% |
|
|
MAFM
27
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| $151K | -$44.4K | -3,200 | -23% |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $134K | +$41.6K | +3,000 | +47% |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $74K | – | – | – |
|
|
FIA
30
FNY Investment Advisers
New York
| $60K | +$55.7K | +4,015 | +1,652% |
|
|
BWM
31
BerganKDV Wealth Management
Bloomington,
Minnesota
| $31K | +$23.1K | +1,662 | +309% |
|
|
POIA
32
Pin Oak Investment Advisors
Houston,
Texas
| $21K | +$20.5K | +1,475 | New |
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $17K | – | – | – |
|
|
NSIM
34
North Star Investment Management
Chicago,
Illinois
| $14K | +$13.9K | +1,000 | New |
|
|
GWM
35
Geneos Wealth Management
Englewood,
Colorado
| $12K | – | – | – |
|
|
ASN
36
Advisory Services Network
Atlanta,
Georgia
| $4K | – | – | – |
|
WEA Hedge Fund Activity: Q3 2019 in Review
36 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q3 2019, worth a combined $44.6M — up 2.2% from $43.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WEA positions and 0 closed out — a net gain of 5 holders — while 14 added to existing stakes and 11 trimmed.
The largest buyer was Suntrust Banks, opening a new position worth an estimated $627K. The largest seller was Morgan Stanley, cutting an estimated $3.03M.
- 36 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q3 2019, up from 31 in Q2 2019.
- Funds reported $44.6M of Western Asset Premier Bond Fund stock for Q3 2019, up 2.2% quarter-over-quarter.
- 5 funds opened new Western Asset Premier Bond Fund positions in Q3 2019 and 0 closed out, a net change of +5 holders.
- The largest Western Asset Premier Bond Fund buyer in Q3 2019 was Suntrust Banks, an estimated $627K added.
- The largest Western Asset Premier Bond Fund seller in Q3 2019 was Morgan Stanley, an estimated $3.03M sold.
Based on aggregated 13F filings for Q3 2019.