Western Asset Premier Bond Fund
WEA
35 hedge funds and large institutions have $51.6M invested in Western Asset Premier Bond Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
9% more funds holding
Funds holding: 32 → 35 (+3)
5% more capital invested
Capital invested by funds: $49M → $51.6M (+$2.64M)
2.77% more ownership
Funds ownership: 28.07% → 30.84% (+2.8%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJA
26
Raymond James & Associates
St Petersburg,
Florida
| $205K | +$29K | +1,985 | +16% |
|
|
BFEC
27
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $161K | +$20.4K | +1,400 | +14% |
|
|
WAM
28
Wolverine Asset Management
Chicago,
Illinois
| $120K | +$124K | +8,501 | New |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $34K | – | – | – |
|
|
HI
30
Harbour Investments
Madison,
Wisconsin
| $22K | – | – | – |
|
|
POIA
31
Pin Oak Investment Advisors
Houston,
Texas
| $21K | – | – | – |
|
|
NSIM
32
North Star Investment Management
Chicago,
Illinois
| $14K | – | – | – |
|
33
Koshinski Asset Management
Decatur,
Illinois
| $8.47K | +$8.76K | +600 | New |
|
|
GWM
34
Geneos Wealth Management
Englewood,
Colorado
| $3K | – | – | – |
|
|
SFS
35
Shaker Financial Services
Arlington,
Virginia
| – | -$206K | -14,023 | Closed |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | +$15 | +1 | New |
|
WEA Hedge Fund Activity: Q3 2021 in Review
35 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q3 2021, worth a combined $51.6M — up 5.4% from $49M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WEA positions and 1 closed out — a net gain of 3 holders — while 15 added to existing stakes and 9 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $5.57M. The largest seller was 1607 Capital Partners, cutting an estimated $2.23M.
- 35 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q3 2021, up from 32 in Q2 2021.
- Funds reported $51.6M of Western Asset Premier Bond Fund stock for Q3 2021, up 5.4% quarter-over-quarter.
- 4 funds opened new Western Asset Premier Bond Fund positions in Q3 2021 and 1 closed out, a net change of +3 holders.
- The largest Western Asset Premier Bond Fund buyer in Q3 2021 was Kestra Advisory Services, an estimated $5.57M added.
- The largest Western Asset Premier Bond Fund seller in Q3 2021 was 1607 Capital Partners, an estimated $2.23M sold.
Based on aggregated 13F filings for Q3 2021.