WEA

Western Asset Premier Bond Fund
WEA

Overview Fund Activity

41 hedge funds and large institutions have $56.1M invested in Western Asset Premier Bond Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.3M
2
LPL Financial
2
LPL Financial
California
$3.38M
3
KAS
3
Kestra Advisory Services
Texas
$1.32M
4
CPRC
4
Consolidated Portfolio Review Corp
New York
$2.15M
5
LCM
5
Landscape Capital Management
New Jersey
$492K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$8.07M
2
Wells Fargo
2
Wells Fargo
California
$630K
3
PI
3
PFG Investments
New York
$118K
4
1CP
4
1607 Capital Partners
Virginia
$3.65M
5
MC
5
Moors & Cabot
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$192K 18,312 – –
MWM
27
Melfa Wealth Management
Massachusetts
$181K 17,281 -5,000 -22%
RJA
28
Raymond James & Associates
Florida
$178K 16,948 -629 -4%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$169K 16,118 -17 -0.1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$132K 12,595 +26 +0.2%
PI
31
PFG Investments
New York
$118K 11,224 -161,532 -94%
SFC
32
Strategic Financial Concepts
Texas
$116K 11,012 +70 +0.6%
Stifel Financial
33
Stifel Financial
Missouri
$113K 10,734 +14 +0.1%
MHS
34
M Holdings Securities
Oregon
$105K 10,027 +10,027 New
UBS Group
35
UBS Group
Switzerland
$62K 5,907 -4,081 -41%
BCMLT
36
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.9K 3,419 – –
POIA
37
Pin Oak Investment Advisors
Texas
$15K 1,475 – –
CP
38
Castleview Partners
Texas
$5.89K 561 +561 New
Osaic Holdings
39
Osaic Holdings
Arizona
$4.26K 406 -11,769 -97%
PP
40
PFS Partners
New Jersey
$3.49K 333 – –
GWM
41
Geneos Wealth Management
Colorado
$2.84K 271 – –
HNB
42
Huntington National Bank
Ohio
– – – –
MC
43
Moors & Cabot
Massachusetts
– – -33,000 Closed
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
– – -767 Closed
CA
45
CoreCap Advisors
Michigan
– – -324 Closed
FIA
46
FNY Investment Advisers
New York
– – -300 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
1
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