Western Asset Premier Bond Fund
WEA
36 hedge funds and large institutions have $27M invested in Western Asset Premier Bond Fund in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
16% more funds holding
Funds holding: 31 → 36 (+5)
7% more capital invested
Capital invested by funds: $25.2M → $27M (+$1.86M)
1.83% more ownership
Funds ownership: 16.99% → 18.82% (+1.8%)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
+$1.2M |
| 2 |
LCM
Laurion Capital Management
New York
|
+$235K |
| 3 |
LPL Financial
San Diego,
California
|
+$174K |
| 4 |
SG Americas Securities
New York
|
+$133K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$242K |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$176K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$103K |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$64.4K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$32.8K |
WEA Hedge Fund Activity: Q4 2015 in Review
36 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q4 2015, worth a combined $27M — up 7.4% from $25.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WEA positions and 3 closed out — a net gain of 5 holders — while 10 added to existing stakes and 11 trimmed.
The largest buyer was Summit Financial Wealth Advisors, opening a new position worth an estimated $1.2M. The largest seller was Guggenheim Capital, cutting an estimated $242K.
- 36 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q4 2015, up from 31 in Q3 2015.
- Funds reported $27M of Western Asset Premier Bond Fund stock for Q4 2015, up 7.4% quarter-over-quarter.
- 8 funds opened new Western Asset Premier Bond Fund positions in Q4 2015 and 3 closed out, a net change of +5 holders.
- The largest Western Asset Premier Bond Fund buyer in Q4 2015 was Summit Financial Wealth Advisors, an estimated $1.2M added.
- The largest Western Asset Premier Bond Fund seller in Q4 2015 was Guggenheim Capital, an estimated $242K sold.
Based on aggregated 13F filings for Q4 2015.