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WEA

Western Asset Premier Bond Fund
WEA

42 hedge funds and large institutions have $48.2M invested in Western Asset Premier Bond Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

24% more funds holding

Funds holding: 34 → 42 (+8)

3.63% more ownership

Funds ownership: 30.26% → 33.9% (+3.6%)

6% less capital invested

Capital invested by funds: $51.4M → $48.2M (-$3.18M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $86K

Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
15
Reduced
10
Closed
2
Calls
–
Puts
$86K
Net Calls
-$86K
Net Calls Change
-$86K

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.5M
2
Morgan Stanley
Morgan Stanley
New York
+$1.22M
3
WAM
Wolverine Asset Management
Illinois
+$805K
4
Invesco
Invesco
Georgia
+$417K
5
IA
IFP Advisors
Florida
+$390K

Top Sellers

Rank Fund Capital Flow
1
PMG
ProVise Management Group
Florida
-$906K
2
LP
Lloyd Park
Illinois
-$546K
3
CFGS
Concourse Financial Group Securities
Alabama
-$292K
4
UBS Group
UBS Group
Switzerland
-$282K
5
GC
Guggenheim Capital
Illinois
-$127K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$202K +$8.9K +700 +4%
MCC
27
Money Concepts Capital
Florida
$198K +$210K +16,520 New
KAS
28
Kestra Advisory Services
Texas
$193K +$205K +16,116 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$173K +$183K +14,426 New
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$154K -$38.1K -2,997 -19%
MHS
31
M Holdings Securities
Oregon
$129K +$136K +10,719 New
LCM
32
Landscape Capital Management
New Jersey
$120K +$128K +10,040 New
BCMLT
33
Beacon Capital Management LLC (Tennessee)
Tennessee
$41K +$43.9K +3,450 New
POIA
34
Pin Oak Investment Advisors
Texas
$18K – – –
BFEC
35
Benjamin F. Edwards & Company
Missouri
$17K -$17.8K -1,400 -50%
NSIM
36
North Star Investment Management
Illinois
$12K – – –
PP
37
PFS Partners
New Jersey
$4K – – –
GWM
38
Geneos Wealth Management
Colorado
$3K – – –
PFS
39
Prospera Financial Services
Texas
$3K +$3.44K +271 New
FIA
40
FNY Investment Advisers
New York
$3K +$3.81K +300 New
LP
41
Lloyd Park
Illinois
– -$546K -38,084 Closed
CFGS
42
Concourse Financial Group Securities
Alabama
– -$292K -22,951 Closed
Fidelity Investments
43
Fidelity Investments
Massachusetts
– +$13 +1 New
TRCT
44
Tower Research Capital (TRC)
New York
– +$165 +13 New
1
2

WEA Hedge Fund Activity: Q1 2022 in Review

42 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q1 2022, worth a combined $48.2M — down 6.2% from $51.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WEA positions and 2 closed out — a net gain of 10 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $2.5M. The largest seller was ProVise Management Group, cutting an estimated $906K.

  • 42 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q1 2022, up from 34 in Q4 2021.
  • Funds reported $48.2M of Western Asset Premier Bond Fund stock for Q1 2022, down 6.2% quarter-over-quarter.
  • 12 funds opened new Western Asset Premier Bond Fund positions in Q1 2022 and 2 closed out, a net change of +10 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q1 2022 was Allspring Global Investments, an estimated $2.5M added.
  • The largest Western Asset Premier Bond Fund seller in Q1 2022 was ProVise Management Group, an estimated $906K sold.

Based on aggregated 13F filings for Q1 2022.