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WEA

Western Asset Premier Bond Fund
WEA

39 hedge funds and large institutions have $46.4M invested in Western Asset Premier Bond Fund in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.27% more ownership

Funds ownership: 37.55% → 39.82% (+2.3%)

0% more funds holding

Funds holding: 39 → 39 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

2% less capital invested

Capital invested by funds: $47.2M → $46.4M (-$814K)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
14
Reduced
16
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.12M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.25M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$225K
4
Bank of America
Bank of America
North Carolina
+$194K
5
KIM
Karpus Investment Management
New York
+$92.6K

Top Sellers

Rank Fund Capital Flow
1
PMG
ProVise Management Group
Florida
-$461K
2
Invesco
Invesco
Georgia
-$142K
3
Truist Financial
Truist Financial
North Carolina
-$104K
4
Morgan Stanley
Morgan Stanley
New York
-$102K
5
1CP
1607 Capital Partners
Virginia
-$86.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$144K – – –
NA
27
NewEdge Advisors
Louisiana
$137K -$1.08K -100 -0.7%
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$133K -$86.5K -7,977 -37%
Stifel Financial
29
Stifel Financial
Missouri
$123K +$390 +36 +0.3%
MHS
30
M Holdings Securities
Oregon
$100K -$6.62K -611 -6%
UBS Group
31
UBS Group
Switzerland
$55K -$2.18K -201 -3%
BCMLT
32
Beacon Capital Management LLC (Tennessee)
Tennessee
$37K – – –
HNB
33
Huntington National Bank
Ohio
$32K – – –
WAM
34
Wolverine Asset Management
Illinois
$19K +$21.4K +1,974 New
POIA
35
Pin Oak Investment Advisors
Texas
$14K – – –
NSIM
36
North Star Investment Management
Illinois
$10K – – –
HI
37
Harbour Investments
Wisconsin
$8K – – –
PP
38
PFS Partners
New Jersey
$3.26K – – –
FIA
39
FNY Investment Advisers
New York
$2K – – –
GWM
40
Geneos Wealth Management
Colorado
$2K – – –
BFEC
41
Benjamin F. Edwards & Company
Missouri
– -$15K -1,400 Closed
1
2

WEA Hedge Fund Activity: Q3 2022 in Review

39 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q3 2022, worth a combined $46.4M — down 1.7% from $47.2M a quarter earlier.

Fund positioning in WEA was balanced in Q3 2022: 1 fund opened new positions, 1 closed out, 14 added to existing stakes and 16 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.12M. The largest seller was ProVise Management Group, cutting an estimated $461K.

  • 39 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $46.4M of Western Asset Premier Bond Fund stock for Q3 2022, down 1.7% quarter-over-quarter.
  • 1 fund opened new Western Asset Premier Bond Fund positions in Q3 2022 and 1 closed out, a net change of 0 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q3 2022 was Sit Investment Associates, an estimated $2.12M added.
  • The largest Western Asset Premier Bond Fund seller in Q3 2022 was ProVise Management Group, an estimated $461K sold.

Based on aggregated 13F filings for Q3 2022.