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WEA

Western Asset Premier Bond Fund
WEA

39 hedge funds and large institutions have $60.4M invested in Western Asset Premier Bond Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

7% more capital invested

Capital invested by funds: $56.6M → $60.4M (+$3.8M)

3.26% more ownership

Funds ownership: 46.7% → 49.96% (+3.3%)

0% more funds holding

Funds holding: 39 → 39 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.05M
2
CPRC
Consolidated Portfolio Review Corp
New York
+$621K
3
GC
Guggenheim Capital
Illinois
+$332K
4
Osaic Holdings
Osaic Holdings
Arizona
+$280K
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$242K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$429K
2
Invesco
Invesco
Georgia
-$145K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$106K
4
MHS
M Holdings Securities
Oregon
-$105K
5
Truist Financial
Truist Financial
North Carolina
-$98.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$152K +$6.2K +600 +4%
WAM
27
Wolverine Asset Management
Illinois
$119K -$429K -41,512 -78%
RJA
28
Raymond James & Associates
Florida
$119K -$31K -3,000 -20%
SFC
29
Strategic Financial Concepts
Texas
$111K – – –
Stifel Financial
30
Stifel Financial
Missouri
$109K +$403 +39 +0.4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$105K +$14.2K +1,374 +15%
Invesco
32
Invesco
Georgia
$102K -$145K -14,049 -58%
UBS Group
33
UBS Group
Switzerland
$72.9K +$16.4K +1,584 +28%
BCMLT
34
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.2K – – –
CSPIA
35
Cary Street Partners Investment Advisory
Virginia
$23.4K – – –
POIA
36
Pin Oak Investment Advisors
Texas
$15K – – –
PP
37
PFS Partners
New Jersey
$3.39K – – –
FIA
38
FNY Investment Advisers
New York
$3K – – –
GWM
39
Geneos Wealth Management
Colorado
$2.76K – – –
HNB
40
Huntington National Bank
Ohio
$10 – – –
MHS
41
M Holdings Securities
Oregon
– -$105K -10,350 Closed
AAS
42
Ameritas Advisory Services
Nebraska
– -$14.6K -1,428 Closed
HI
43
Harbour Investments
Wisconsin
– -$4.08K -400 Closed
1
2

WEA Hedge Fund Activity: Q2 2023 in Review

39 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q2 2023, worth a combined $60.4M — up 6.7% from $56.6M a quarter earlier.

Fund positioning in WEA was balanced in Q2 2023: 3 funds opened new positions, 3 closed out, 15 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.05M. The largest seller was Wolverine Asset Management, cutting an estimated $429K.

  • 39 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $60.4M of Western Asset Premier Bond Fund stock for Q2 2023, up 6.7% quarter-over-quarter.
  • 3 funds opened new Western Asset Premier Bond Fund positions in Q2 2023 and 3 closed out, a net change of 0 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q2 2023 was Morgan Stanley, an estimated $3.05M added.
  • The largest Western Asset Premier Bond Fund seller in Q2 2023 was Wolverine Asset Management, an estimated $429K sold.

Based on aggregated 13F filings for Q2 2023.