Western Asset Premier Bond Fund
WEA
32 hedge funds and large institutions have $43.3M invested in Western Asset Premier Bond Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
10% more funds holding
Funds holding: 29 → 32 (+3)
0.27% more ownership
Funds ownership: 27.98% → 28.25% (+0.27%)
1% less capital invested
Capital invested by funds: $43.6M → $43.3M (-$278K)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
26
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $65K | – | – | – |
|
|
NFG
27
Next Financial Group
Houston,
Texas
| $59K | +$62.2K | +4,580 | New |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $40K | -$71.4K | -5,255 | -63% |
|
29
Barclays
London,
United Kingdom
| $24K | +$22.9K | +1,684 | New |
|
|
POIA
30
Pin Oak Investment Advisors
Houston,
Texas
| $19K | – | – | – |
|
|
NSIM
31
North Star Investment Management
Chicago,
Illinois
| $13K | – | – | – |
|
|
CSPIA
32
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $9K | +$9.51K | +700 | New |
|
|
PAG
33
Private Advisor Group
Morristown,
New Jersey
| – | -$84K | -6,365 | Closed |
|
|
AAIM
34
Asset Advisors Investment Management
Augusta,
Georgia
| – | -$13K | -988 | Closed |
|
35
US Bancorp
Minneapolis,
Minnesota
| – | -$3K | -251 | Closed |
|
|
TC
36
Truvestments Capital
Sarasota,
Florida
| – | -$3K | -250 | Closed |
|
WEA Hedge Fund Activity: Q3 2020 in Review
32 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q3 2020, worth a combined $43.3M — down 0.64% from $43.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WEA positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $893K. The largest seller was Invesco, cutting an estimated $1.55M.
- 32 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q3 2020, up from 29 in Q2 2020.
- Funds reported $43.3M of Western Asset Premier Bond Fund stock for Q3 2020, down 0.64% quarter-over-quarter.
- 7 funds opened new Western Asset Premier Bond Fund positions in Q3 2020 and 4 closed out, a net change of +3 holders.
- The largest Western Asset Premier Bond Fund buyer in Q3 2020 was Shaker Financial Services, an estimated $893K added.
- The largest Western Asset Premier Bond Fund seller in Q3 2020 was Invesco, an estimated $1.55M sold.
Based on aggregated 13F filings for Q3 2020.