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WEA

Western Asset Premier Bond Fund
WEA

43 hedge funds and large institutions have $56.2M invested in Western Asset Premier Bond Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

13% more funds holding

Funds holding: 38 → 43 (+5)

12.73% less ownership

Funds ownership: 57.23% → 44.5% (-13%)

23% less capital invested

Capital invested by funds: $73.3M → $56.2M (-$17.1M)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
PFG Investments
New York
+$1.89M
2
PAG
Private Advisor Group
New Jersey
+$1.09M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$660K
4
WAM
Wolverine Asset Management
Illinois
+$477K
5
LPL Financial
LPL Financial
California
+$335K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.38M
2
1CP
1607 Capital Partners
Virginia
-$4.47M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.44M
4
SIA
Sit Investment Associates
Minnesota
-$2.2M
5
Truist Financial
Truist Financial
North Carolina
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$236K +$125K +11,483 +107%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$230K -$139K -12,700 -37%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$195K – – –
RJA
29
Raymond James & Associates
Florida
$187K -$31.4K -2,871 -14%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$172K -$1.86K -170 -1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$134K +$19.9K +1,817 +17%
Osaic Holdings
32
Osaic Holdings
Arizona
$130K -$2.44M -223,054 -95%
SFC
33
Strategic Financial Concepts
Texas
$116K +$240 +22 +0.2%
Stifel Financial
34
Stifel Financial
Missouri
$114K +$306 +28 +0.3%
UBS Group
35
UBS Group
Switzerland
$106K +$45.2K +4,137 +71%
BCMLT
36
Beacon Capital Management LLC (Tennessee)
Tennessee
$36.4K -$22 -2 -0.1%
POIA
37
Pin Oak Investment Advisors
Texas
$16K – – –
JP Morgan Chase
38
JP Morgan Chase
New York
$8.16K +$8.38K +767 New
PP
39
PFS Partners
New Jersey
$3.54K – – –
CA
40
CoreCap Advisors
Michigan
$3.45K +$3.54K +324 New
GWM
41
Geneos Wealth Management
Colorado
$2.88K – – –
HNB
42
Huntington National Bank
Ohio
$11 – – –
Fidelity Investments
43
Fidelity Investments
Massachusetts
$11 +$11 +1 New
FIA
44
FNY Investment Advisers
New York
$3 +$3.28K +300 New
Truist Financial
45
Truist Financial
North Carolina
– -$1.32M -122,174 Closed
AGA
46
Accuvest Global Advisors
Utah
– -$356K -32,979 Closed
1
2

WEA Hedge Fund Activity: Q1 2024 in Review

43 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q1 2024, worth a combined $56.2M — down 23% from $73.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WEA positions and 2 closed out — a net gain of 5 holders — while 13 added to existing stakes and 18 trimmed.

The largest buyer was PFG Investments, opening a new position worth an estimated $1.89M. The largest seller was Morgan Stanley, cutting an estimated $9.38M.

  • 43 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q1 2024, up from 38 in Q4 2023.
  • Funds reported $56.2M of Western Asset Premier Bond Fund stock for Q1 2024, down 23% quarter-over-quarter.
  • 7 funds opened new Western Asset Premier Bond Fund positions in Q1 2024 and 2 closed out, a net change of +5 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q1 2024 was PFG Investments, an estimated $1.89M added.
  • The largest Western Asset Premier Bond Fund seller in Q1 2024 was Morgan Stanley, an estimated $9.38M sold.

Based on aggregated 13F filings for Q1 2024.