Western Asset Premier Bond Fund
WEA
35 hedge funds and large institutions have $23.4M invested in Western Asset Premier Bond Fund in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 6 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
0.57% less ownership
Funds ownership: 15.27% → 14.71% (-0.57%)
1% less capital invested
Capital invested by funds: $23.5M → $23.4M (-$170K)
8% less funds holding
Funds holding: 38 → 35 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.1M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$696K |
| 3 |
WIA
Westbourne Investment Advisors
Annapolis,
Maryland
|
+$304K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$296K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$226K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$1.27M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$839K |
| 3 |
Citigroup
New York
|
-$592K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$369K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$353K |
WEA Hedge Fund Activity: Q1 2017 in Review
35 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q1 2017, worth a combined $23.4M — down 0.72% from $23.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WEA and 4 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 13 added.
The largest buyer was Robinson Capital Management, adding an estimated $1.1M. The largest seller was Capital Investment Advisors, exiting entirely with an estimated $1.27M sold.
- 35 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q1 2017, down from 38 in Q4 2016.
- Funds reported $23.4M of Western Asset Premier Bond Fund stock for Q1 2017, down 0.72% quarter-over-quarter.
- 4 funds opened new Western Asset Premier Bond Fund positions in Q1 2017 and 6 closed out, a net change of -2 holders.
- The largest Western Asset Premier Bond Fund buyer in Q1 2017 was Robinson Capital Management, an estimated $1.1M added.
- The largest Western Asset Premier Bond Fund seller in Q1 2017 was Capital Investment Advisors, an estimated $1.27M sold.
Based on aggregated 13F filings for Q1 2017.