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WEA

Western Asset Premier Bond Fund
WEA

39 hedge funds and large institutions have $56.6M invested in Western Asset Premier Bond Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

8% more funds holding

Funds holding: 36 → 39 (+3)

2.62% more ownership

Funds ownership: 44.08% → 46.7% (+2.6%)

2% more capital invested

Capital invested by funds: $55.7M → $56.6M (+$861K)

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$1.63M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.1M
3
WAM
Wolverine Asset Management
Illinois
+$568K
4
KIM
Karpus Investment Management
New York
+$523K
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$480K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$660K
2
Invesco
Invesco
Georgia
-$415K
3
Morgan Stanley
Morgan Stanley
New York
-$399K
4
OC
Oppenheimer & Co
New York
-$255K
5
PMG
ProVise Management Group
Florida
-$123K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
26
Strategic Financial Concepts
Texas
$111K +$117K +10,920 New
Stifel Financial
27
Stifel Financial
Missouri
$109K +$278 +26 +0.2%
MHS
28
M Holdings Securities
Oregon
$105K +$886 +83 +0.8%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$91K -$73.5K -6,880 -43%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$62K +$53.4K +5,000 +460%
UBS Group
31
UBS Group
Switzerland
$56.9K +$7.69K +720 +15%
BCMLT
32
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.2K – – –
CSPIA
33
Cary Street Partners Investment Advisory
Virginia
$23.5K – – –
POIA
34
Pin Oak Investment Advisors
Texas
$15K – – –
AAS
35
Ameritas Advisory Services
Nebraska
$14.6K +$15.2K +1,428 New
HI
36
Harbour Investments
Wisconsin
$4.08K -$1.92K -180 -31%
PP
37
PFS Partners
New Jersey
$3.4K – – –
FIA
38
FNY Investment Advisers
New York
$3K +$3.2K +300 New
GWM
39
Geneos Wealth Management
Colorado
$2.76K – – –
HNB
40
Huntington National Bank
Ohio
$10 – – –
OC
41
Oppenheimer & Co
New York
– -$255K -23,947 Closed
MCC
42
Money Concepts Capital
Florida
– -$94.8K -8,908 Closed
1
2

WEA Hedge Fund Activity: Q1 2023 in Review

39 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q1 2023, worth a combined $56.6M — up 1.5% from $55.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WEA positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.63M. The largest seller was 1607 Capital Partners, cutting an estimated $660K.

  • 39 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q1 2023, up from 36 in Q4 2022.
  • Funds reported $56.6M of Western Asset Premier Bond Fund stock for Q1 2023, up 1.5% quarter-over-quarter.
  • 5 funds opened new Western Asset Premier Bond Fund positions in Q1 2023 and 2 closed out, a net change of +3 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q1 2023 was Sit Investment Associates, an estimated $1.63M added.
  • The largest Western Asset Premier Bond Fund seller in Q1 2023 was 1607 Capital Partners, an estimated $660K sold.

Based on aggregated 13F filings for Q1 2023.