Western Asset Premier Bond Fund
WEA
34 hedge funds and large institutions have $51.4M invested in Western Asset Premier Bond Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 5 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0% less capital invested
Capital invested by funds: $51.6M → $51.4M (-$223K)
0.58% less ownership
Funds ownership: 30.84% → 30.26% (-0.58%)
3% less funds holding
Funds holding: 35 → 34 (-1)
Top Buyers
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.12M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$635K |
| 3 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
+$294K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$286K |
| 5 |
IWP
Insight Wealth Partners
Plano,
Texas
|
+$249K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
26
NewEdge Advisors
New Orleans,
Louisiana
| $231K | +$227K | +16,100 | New |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $227K | -$15.7K | -1,118 | -7% |
|
|
BFEC
28
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $40K | -$121K | -8,600 | -75% |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $34K | – | – | – |
|
|
HI
30
Harbour Investments
Madison,
Wisconsin
| $22K | -$704 | -50 | -3% |
|
|
POIA
31
Pin Oak Investment Advisors
Houston,
Texas
| $21K | – | – | – |
|
|
NSIM
32
North Star Investment Management
Chicago,
Illinois
| $14K | – | – | – |
|
|
PP
33
PFS Partners
Mine Hill,
New Jersey
| $4.77K | +$4.69K | +333 | New |
|
|
GWM
34
Geneos Wealth Management
Englewood,
Colorado
| $3K | – | – | – |
|
|
KAS
35
Kestra Advisory Services
Austin,
Texas
| – | -$5.39M | -381,593 | Closed |
|
36
MML Investors Services
Springfield,
Massachusetts
| – | -$1.55M | -109,677 | Closed |
|
|
WAM
37
Wolverine Asset Management
Chicago,
Illinois
| – | -$120K | -8,501 | Closed |
|
38
Koshinski Asset Management
Decatur,
Illinois
| – | -$8.47K | -600 | Closed |
|
WEA Hedge Fund Activity: Q4 2021 in Review
34 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q4 2021, worth a combined $51.4M — down 0.43% from $51.6M a quarter earlier.
Fund positioning in WEA was balanced in Q4 2021: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 10 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $4.12M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $5.39M sold.
- 34 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q4 2021, down from 35 in Q3 2021.
- Funds reported $51.4M of Western Asset Premier Bond Fund stock for Q4 2021, down 0.43% quarter-over-quarter.
- 5 funds opened new Western Asset Premier Bond Fund positions in Q4 2021 and 5 closed out, a net change of 0 holders.
- The largest Western Asset Premier Bond Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $4.12M added.
- The largest Western Asset Premier Bond Fund seller in Q4 2021 was Kestra Advisory Services, an estimated $5.39M sold.
Based on aggregated 13F filings for Q4 2021.