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WEA

Western Asset Premier Bond Fund

41 hedge funds and large institutions have $60.6M invested in Western Asset Premier Bond Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

8% more capital invested

Capital invested by funds: $56.2M → $60.6M (+$4.4M)

0.1% more ownership

Funds ownership: 45.2%45.29% (+0.1%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 4241 (-1)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Melfa Wealth Management
Massachusetts
$195K
RJA
27
Raymond James & Associates
Florida
$191K
Wells Fargo
28
Wells Fargo
California
$172K -$491K -44,808 -75%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$127K -$14.7K -1,342 -11%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$125K -$55.2K -5,041 -31%
PI
31
PFG Investments
New York
$123K -$3.27K -299 -3%
Stifel Financial
32
Stifel Financial
Missouri
$114K -$6.45K -589 -5%
UBS Group
33
UBS Group
Switzerland
$112K +$44.5K +4,065 +69%
Osaic Holdings
34
Osaic Holdings
Arizona
$54.3K +$48.2K +4,405 +1,085%
BCMLT
35
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.6K
Comerica Bank
36
Comerica Bank
Texas
$31K +$30.1K +2,750 New
BF
37
BOK Financial
Oklahoma
$17K +$16.4K +1,500 New
POIA
38
Pin Oak Investment Advisors
Texas
$16K
PP
39
PFS Partners
New Jersey
$3.76K
GWM
40
Geneos Wealth Management
Colorado
$3.06K
FIA
41
FNY Investment Advisers
New York
$3K +$3.29K +300 New
HNB
42
Huntington National Bank
Ohio
$11
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
-$192K -18,312 Closed
MG
44
Marex Group
-$123K -11,682 Closed
SFC
45
Strategic Financial Concepts
Texas
-$116K -11,012 Closed
MHS
46
M Holdings Securities
Oregon
-$105K -10,027 Closed
CP
47
Castleview Partners
Texas
-$5.88K -561 Closed

WEA Hedge Fund Activity: Q3 2024 in Review

41 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q3 2024, worth a combined $60.6M — up 7.8% from $56.2M a quarter earlier.

Fund positioning in WEA was balanced in Q3 2024: 5 funds opened new positions, 5 closed out, 16 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.5M. The largest seller was Allspring Global Investments, cutting an estimated $1.18M.

  • 41 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q3 2024, down from 42 in Q2 2024.
  • Funds reported $60.6M of Western Asset Premier Bond Fund stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 5 funds opened new Western Asset Premier Bond Fund positions in Q3 2024 and 5 closed out, a net change of 0 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q3 2024 was Morgan Stanley, an estimated $1.5M added.
  • The largest Western Asset Premier Bond Fund seller in Q3 2024 was Allspring Global Investments, an estimated $1.18M sold.

Based on aggregated 13F filings for Q3 2024.