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WEA

Western Asset Premier Bond Fund

41 hedge funds and large institutions have $61.7M invested in Western Asset Premier Bond Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

2.97% more ownership

Funds ownership: 45.29%48.26% (+3%)

2% more capital invested

Capital invested by funds: $60.6M → $61.7M (+$1.06M)

0% more funds holding

Funds holding: 4141 (0)

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
26
Medallion Wealth Advisors
Connecticut
$206K +$206K +18,606 New
MWM
27
Melfa Wealth Management
Massachusetts
$186K
BEI
28
Benjamin Edwards Inc
Missouri
$170K -$114K -10,280 -39%
UBS Group
29
UBS Group
Switzerland
$168K +$61.7K +5,581 +56%
Wells Fargo
30
Wells Fargo
California
$147K -$18.2K -1,650 -11%
PI
31
PFG Investments
New York
$140K +$22.4K +2,029 +19%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$137K +$140K +12,685 New
SAM
33
Smith Asset Management
Florida
$131K +$135K +12,190 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$122K +$387 +35 +0.3%
SFC
35
Strategic Financial Concepts
Texas
$115K +$118K +10,675 New
Comerica Bank
36
Comerica Bank
Texas
$37.2K +$7.74K +700 +25%
BCMLT
37
Beacon Capital Management LLC (Tennessee)
Tennessee
$36.8K
BF
38
BOK Financial
Oklahoma
$15.9K
Osaic Holdings
39
Osaic Holdings
Arizona
$9.87K -$43K -3,894 -81%
PP
40
PFS Partners
New Jersey
$3.59K
GWM
41
Geneos Wealth Management
Colorado
$2.92K
HNB
42
Huntington National Bank
Ohio
$11
KAS
43
Kestra Advisory Services
Texas
-$1.52M -134,739 Closed
WAM
44
Wolverine Asset Management
Illinois
-$694K -61,523 Closed
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
-$125K -11,077 Closed
Stifel Financial
46
Stifel Financial
Missouri
-$114K -10,145 Closed
POIA
47
Pin Oak Investment Advisors
Texas
-$16K -1,475 Closed
FIA
48
FNY Investment Advisers
New York
-$3K -300 Closed

WEA Hedge Fund Activity: Q4 2024 in Review

41 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q4 2024, worth a combined $61.7M — up 1.7% from $60.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WEA positions and 6 closed out — a net gain of 2 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.47M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $1.52M sold.

  • 41 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $61.7M of Western Asset Premier Bond Fund stock for Q4 2024, up 1.7% quarter-over-quarter.
  • 8 funds opened new Western Asset Premier Bond Fund positions in Q4 2024 and 6 closed out, a net change of +2 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q4 2024 was Morgan Stanley, an estimated $1.47M added.
  • The largest Western Asset Premier Bond Fund seller in Q4 2024 was Kestra Advisory Services, an estimated $1.52M sold.

Based on aggregated 13F filings for Q4 2024.