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WEA

Western Asset Premier Bond Fund
WEA

29 hedge funds and large institutions have $43.6M invested in Western Asset Premier Bond Fund in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $36.4M → $43.6M (+$7.19M)

0.88% more ownership

Funds ownership: 27.1% → 27.98% (+0.88%)

12% less funds holding

Funds holding: 33 → 29 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

75% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 16

Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.25M
2
Truist Financial
Truist Financial
North Carolina
+$423K
3
PAG
Private Advisor Group
New Jersey
+$80.8K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$17.2K
5
AAIM
Asset Advisors Investment Management
Georgia
+$12.5K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
-$587K
2
Wells Fargo
Wells Fargo
California
-$330K
3
SFS
Shaker Financial Services
Virginia
-$322K
4
MHS
M Holdings Securities
Oregon
-$263K
5
WIA
Westbourne Investment Advisors
Maryland
-$187K
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
26
North Star Investment Management
Illinois
$13K – – –
AAIM
27
Asset Advisors Investment Management
Georgia
$13K +$12.5K +988 New
TC
28
Truvestments Capital
Florida
$3K – – –
US Bancorp
29
US Bancorp
Minnesota
$3K +$3.19K +251 New
WAM
30
Wolverine Asset Management
Illinois
– -$587K -52,088 Closed
SFS
31
Shaker Financial Services
Virginia
– -$322K -28,536 Closed
MHS
32
M Holdings Securities
Oregon
– -$263K -23,294 Closed
WIA
33
Westbourne Investment Advisors
Maryland
– -$187K -16,631 Closed
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
– -$62K -5,464 Closed
NFG
35
Next Financial Group
Texas
– -$58K -5,149 Closed
1
2

WEA Hedge Fund Activity: Q2 2020 in Review

29 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q2 2020, worth a combined $43.6M — up 20% from $36.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WEA and 3 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 4 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.25M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $587K sold.

  • 29 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q2 2020, down from 33 in Q1 2020.
  • Funds reported $43.6M of Western Asset Premier Bond Fund stock for Q2 2020, up 20% quarter-over-quarter.
  • 3 funds opened new Western Asset Premier Bond Fund positions in Q2 2020 and 7 closed out, a net change of -4 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q2 2020 was Sit Investment Associates, an estimated $3.25M added.
  • The largest Western Asset Premier Bond Fund seller in Q2 2020 was Wolverine Asset Management, an estimated $587K sold.

Based on aggregated 13F filings for Q2 2020.