We are live on ! Find out more
WEA

Western Asset Premier Bond Fund

28 hedge funds and large institutions have $14.8M invested in Western Asset Premier Bond Fund in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

8% more funds holding

Funds holding: 2628 (+2)

6% more capital invested

Capital invested by funds: $13.9M → $14.8M (+$851K)

0.52% more ownership

Funds ownership: 8.07%8.59% (+0.52%)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$2.95M +$981K +66,702 +49%
GC
2
Guggenheim Capital
Illinois
$2.38M -$168K -11,449 -7%
Invesco
3
Invesco
Georgia
$2.27M -$405K -27,576 -15%
CIA
4
Capital Investment Advisors
Georgia
$1.89M +$710K +48,288 +59%
Cohen & Steers
5
Cohen & Steers
New York
$851K
SG Americas Securities
6
SG Americas Securities
New York
$550K +$295K +20,062 +113%
SFS
7
Shaker Financial Services
Virginia
$512K +$517K +35,191 New
LPL Financial
8
LPL Financial
California
$425K -$18.2K -1,240 -4%
NPC
9
National Planning Corporation
California
$380K +$2.01K +137 +0.5%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$376K +$18.9K +1,282 +5%
Morgan Stanley
11
Morgan Stanley
New York
$342K -$39.9K -2,715 -10%
PMG
12
ProVise Management Group
Florida
$244K +$247K +16,775 New
Stifel Financial
13
Stifel Financial
Missouri
$243K +$246K +16,717 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$233K -$1.04M -70,616 -81%
Wells Fargo
15
Wells Fargo
California
$211K +$45.4K +3,089 +27%
CSIC
16
Clifford Swan Investment Counsel
California
$177K
Citigroup
17
Citigroup
New York
$165K +$139K +9,438 +497%
U
18
UBS
Switzerland
$132K -$10.8K -732 -7%
Bank of America
19
Bank of America
North Carolina
$102K -$4.09K -278 -4%
WAM
20
Wolverine Asset Management
Illinois
$82K +$83.3K +5,666 New
MFS
21
MSI Financial Services
Massachusetts
$69K +$853 +58 +1%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$68K
VIA
23
Vantage Investment Advisors
Pennsylvania
$42K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$40K +$40.9K +2,783 New
HF
25
Hoxton Financial
West Virginia
$29K

WEA Hedge Fund Activity: Q1 2014 in Review

28 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q1 2014, worth a combined $14.8M — up 6.1% from $13.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WEA positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $981K. The largest seller was Royal Bank of Canada, cutting an estimated $1.04M.

  • 28 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q1 2014, up from 26 in Q4 2013.
  • Funds reported $14.8M of Western Asset Premier Bond Fund stock for Q1 2014, up 6.1% quarter-over-quarter.
  • 5 funds opened new Western Asset Premier Bond Fund positions in Q1 2014 and 3 closed out, a net change of +2 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q1 2014 was Sit Investment Associates, an estimated $981K added.
  • The largest Western Asset Premier Bond Fund seller in Q1 2014 was Royal Bank of Canada, an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2014.