WEA

Western Asset Premier Bond Fund
WEA

Overview Fund Activity

38 hedge funds and large institutions have $73.3M invested in Western Asset Premier Bond Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.3M
2
IPW
2
Invictus Private Wealth
Colorado
$413K
3
CPRC
3
Consolidated Portfolio Review Corp
New York
$1.36M
4
AGA
4
Accuvest Global Advisors
Utah
$356K
5
GC
5
Guggenheim Capital
Illinois
$2.72M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.54M
2
SIA
2
Sit Investment Associates
Minnesota
$14.5M
3
AA
3
AQR Arbitrage
Connecticut
$0
4
NA
4
NewEdge Advisors
Louisiana
$0
5
Truist Financial
5
Truist Financial
North Carolina
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$198K 18,312 – –
MC
27
Moors & Cabot
Massachusetts
$193K 17,900 +17,900 New
PAG
28
Private Advisor Group
New Jersey
$183K 16,900 +16,900 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$176K 16,305 +373 +2%
SFC
30
Strategic Financial Concepts
Texas
$118K 10,920 – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$116K 10,752 -2,065 -16%
LCM
32
Landscape Capital Management
New Jersey
$115K 10,694 +10,694 New
Stifel Financial
33
Stifel Financial
Missouri
$115K 10,692 +58 +0.5%
UBS Group
34
UBS Group
Switzerland
$63.2K 5,851 +77 +1%
BCMLT
35
Beacon Capital Management LLC (Tennessee)
Tennessee
$34.5K 3,421 -29 -0.8%
POIA
36
Pin Oak Investment Advisors
Texas
$16K 1,475 – –
PP
37
PFS Partners
New Jersey
$3.6K 333 – –
GWM
38
Geneos Wealth Management
Colorado
$2.93K 271 – –
HNB
39
Huntington National Bank
Ohio
– – – –
AA
40
AQR Arbitrage
Connecticut
– – -12,158 Closed
NA
41
NewEdge Advisors
Louisiana
– – -11,300 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
– – -10,135 Closed
Comerica Bank
43
Comerica Bank
Texas
– – -6,000 Closed
CSPIA
44
Cary Street Partners Investment Advisory
Virginia
– – -2,300 Closed
FIA
45
FNY Investment Advisers
New York
– – -300 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
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