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WEA

Western Asset Premier Bond Fund

42 hedge funds and large institutions have $56.2M invested in Western Asset Premier Bond Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0.69% more ownership

Funds ownership: 44.5%45.2% (+0.69%)

0% more capital invested

Capital invested by funds: $56.2M → $56.2M (+$86.6K)

2% less funds holding

Funds holding: 4342 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$192K
MWM
27
Melfa Wealth Management
Massachusetts
$181K -$53.3K -5,000 -22%
RJA
28
Raymond James & Associates
Florida
$178K -$6.71K -629 -4%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$169K -$181 -17 -0.1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$132K +$277 +26 +0.2%
MG
31
Marex Group
$123K +$125K +11,682 New
PI
32
PFG Investments
New York
$118K -$1.72M -161,532 -94%
SFC
33
Strategic Financial Concepts
Texas
$116K +$746 +70 +0.6%
Stifel Financial
34
Stifel Financial
Missouri
$113K +$149 +14 +0.1%
MHS
35
M Holdings Securities
Oregon
$105K +$107K +10,027 New
UBS Group
36
UBS Group
Switzerland
$62K -$43.5K -4,081 -41%
BCMLT
37
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.9K
POIA
38
Pin Oak Investment Advisors
Texas
$15K
CP
39
Castleview Partners
Texas
$5.88K +$5.98K +561 New
Osaic Holdings
40
Osaic Holdings
Arizona
$4.26K -$125K -11,769 -97%
PP
41
PFS Partners
New Jersey
$3.49K
GWM
42
Geneos Wealth Management
Colorado
$2.84K
HNB
43
Huntington National Bank
Ohio
$10
MC
44
Moors & Cabot
Massachusetts
-$351K -33,000 Closed
JP Morgan Chase
45
JP Morgan Chase
New York
-$8.16K -767 Closed
CA
46
CoreCap Advisors
Michigan
-$3.45K -324 Closed
FIA
47
FNY Investment Advisers
New York
-$3 -300 Closed
Fidelity Investments
48
Fidelity Investments
Massachusetts
-$11 -1 Closed

WEA Hedge Fund Activity: Q2 2024 in Review

42 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q2 2024, worth a combined $56.2M — up 0.15% from $56.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of WEA and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 16 added.

The largest buyer was Morgan Stanley, adding an estimated $4.62M. The largest seller was Sit Investment Associates, cutting an estimated $3.92M.

  • 42 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q2 2024, down from 43 in Q1 2024.
  • Funds reported $56.2M of Western Asset Premier Bond Fund stock for Q2 2024, up 0.15% quarter-over-quarter.
  • 4 funds opened new Western Asset Premier Bond Fund positions in Q2 2024 and 5 closed out, a net change of -1 holder.
  • The largest Western Asset Premier Bond Fund buyer in Q2 2024 was Morgan Stanley, an estimated $4.62M added.
  • The largest Western Asset Premier Bond Fund seller in Q2 2024 was Sit Investment Associates, an estimated $3.92M sold.

Based on aggregated 13F filings for Q2 2024.