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WEA

Western Asset Premier Bond Fund

39 hedge funds and large institutions have $47.2M invested in Western Asset Premier Bond Fund in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.66% more ownership

Funds ownership: 33.9%37.55% (+3.7%)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

2% less capital invested

Capital invested by funds: $48.2M → $47.2M (-$1.05M)

7% less funds holding

Funds holding: 4239 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
26
Karpus Investment Management
New York
$153K +$161K +14,472 New
NA
27
NewEdge Advisors
Louisiana
$149K -$30.1K -2,700 -16%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$145K +$9.96K +893 +7%
Stifel Financial
29
Stifel Financial
Missouri
$132K -$311K -27,875 -69%
MHS
30
M Holdings Securities
Oregon
$114K +$826 +74 +0.7%
UBS Group
31
UBS Group
Switzerland
$62K -$277K -24,859 -81%
BCMLT
32
Beacon Capital Management LLC (Tennessee)
Tennessee
$41K
POIA
33
Pin Oak Investment Advisors
Texas
$16K
BFEC
34
Benjamin F. Edwards & Company
Missouri
$15K
NSIM
35
North Star Investment Management
Illinois
$11K
HI
36
Harbour Investments
Wisconsin
$8K +$8.7K +780 New
PP
37
PFS Partners
New Jersey
$3.52K
FIA
38
FNY Investment Advisers
New York
$3K
GWM
39
Geneos Wealth Management
Colorado
$2K
WAM
40
Wolverine Asset Management
Illinois
-$759K -63,299 Closed
SWM
41
SeaCrest Wealth Management
New York
-$272K -22,700 Closed
MCC
42
Money Concepts Capital
Florida
-$198K -16,520 Closed
KAS
43
Kestra Advisory Services
Texas
-$193K -16,116 Closed
LCM
44
Landscape Capital Management
New Jersey
-$120K -10,040 Closed
PFS
45
Prospera Financial Services
Texas
-$3K -271 Closed

WEA Hedge Fund Activity: Q2 2022 in Review

39 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q2 2022, worth a combined $47.2M — down 2.2% from $48.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WEA and 5 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $2.24M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $759K sold.

  • 39 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q2 2022, down from 42 in Q1 2022.
  • Funds reported $47.2M of Western Asset Premier Bond Fund stock for Q2 2022, down 2.2% quarter-over-quarter.
  • 5 funds opened new Western Asset Premier Bond Fund positions in Q2 2022 and 8 closed out, a net change of -3 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q2 2022 was Morgan Stanley, an estimated $2.24M added.
  • The largest Western Asset Premier Bond Fund seller in Q2 2022 was Wolverine Asset Management, an estimated $759K sold.

Based on aggregated 13F filings for Q2 2022.