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WEA

Western Asset Premier Bond Fund
WEA

36 hedge funds and large institutions have $55.7M invested in Western Asset Premier Bond Fund in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $46.4M → $55.7M (+$9.34M)

4.26% more ownership

Funds ownership: 39.82% → 44.08% (+4.3%)

8% less funds holding

Funds holding: 39 → 36 (-3)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.4M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.25M
3
Bank of America
Bank of America
North Carolina
+$889K
4
Osaic Holdings
Osaic Holdings
Arizona
+$887K
5
Morgan Stanley
Morgan Stanley
New York
+$829K

Top Sellers

Rank Fund Capital Flow
1
PMG
ProVise Management Group
Florida
-$847K
2
1CP
1607 Capital Partners
Virginia
-$339K
3
Truist Financial
Truist Financial
North Carolina
-$258K
4
Invesco
Invesco
Georgia
-$235K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$161K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$113K -$19.5K -1,898 -15%
MHS
27
M Holdings Securities
Oregon
$109K +$874 +85 +0.8%
MCC
28
Money Concepts Capital
Florida
$94.8K +$91.6K +8,908 New
UBS Group
29
UBS Group
Switzerland
$51.6K -$8.2K -797 -14%
BCMLT
30
Beacon Capital Management LLC (Tennessee)
Tennessee
$36.7K – – –
HNB
31
Huntington National Bank
Ohio
$35.1K – – –
CSPIA
32
Cary Street Partners Investment Advisory
Virginia
$24.5K +$23.6K +2,300 New
POIA
33
Pin Oak Investment Advisors
Texas
$16K – – –
BFEC
34
Benjamin F. Edwards & Company
Missouri
$12K +$11.2K +1,088 New
HI
35
Harbour Investments
Wisconsin
$6.17K -$2.06K -200 -26%
PP
36
PFS Partners
New Jersey
$3.54K – – –
GWM
37
Geneos Wealth Management
Colorado
$2.88K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
– -$161K -16,396 Closed
HWAM
39
Hennion & Walsh Asset Management
New Jersey
– -$133K -13,578 Closed
WAM
40
Wolverine Asset Management
Illinois
– -$19K -1,974 Closed
NSIM
41
North Star Investment Management
Illinois
– -$10K -1,000 Closed
FIA
42
FNY Investment Advisers
New York
– -$2K -300 Closed
1
2

WEA Hedge Fund Activity: Q4 2022 in Review

36 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q4 2022, worth a combined $55.7M — up 20% from $46.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of WEA and 3 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 13 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.4M. The largest seller was ProVise Management Group, cutting an estimated $847K.

  • 36 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q4 2022, down from 39 in Q3 2022.
  • Funds reported $55.7M of Western Asset Premier Bond Fund stock for Q4 2022, up 20% quarter-over-quarter.
  • 3 funds opened new Western Asset Premier Bond Fund positions in Q4 2022 and 5 closed out, a net change of -2 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q4 2022 was Sit Investment Associates, an estimated $2.4M added.
  • The largest Western Asset Premier Bond Fund seller in Q4 2022 was ProVise Management Group, an estimated $847K sold.

Based on aggregated 13F filings for Q4 2022.