We are live on ! Find out more
WEA

Western Asset Premier Bond Fund

33 hedge funds and large institutions have $38.6M invested in Western Asset Premier Bond Fund in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.05% more ownership

Funds ownership: 24.79%26.83% (+2%)

2% more capital invested

Capital invested by funds: $37.8M → $38.6M (+$785K)

11% less funds holding

Funds holding: 3733 (-4)

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$12.2M +$2.13M +172,600 +21%
Morgan Stanley
2
Morgan Stanley
New York
$5.17M +$4.27M +345,804 +423%
Wells Fargo
3
Wells Fargo
California
$4.04M +$885K +71,742 +27%
SIA
4
Sit Investment Associates
Minnesota
$3.5M +$14.4K +1,164 +0.4%
PMG
5
ProVise Management Group
Florida
$2.55M -$186K -15,061 -7%
Invesco
6
Invesco
Georgia
$2.38M -$618K -50,098 -20%
KIM
7
Karpus Investment Management
New York
$1.57M +$8.07K +654 +0.5%
GC
8
Guggenheim Capital
Illinois
$1.16M -$74K -5,992 -6%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$816K -$125K -10,107 -13%
Cohen & Steers
10
Cohen & Steers
New York
$694K -$210K -17,000 -23%
MAFM
11
Mid Atlantic Financial Management
Pennsylvania
$690K +$704K +57,065 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$682K -$178K -14,451 -20%
CIA
13
Capital Investment Advisors
Georgia
$499K +$629 +51 +0.1%
Ameriprise
14
Ameriprise
Minnesota
$455K +$465K +37,650 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$372K -$135K -10,900 -26%
Stifel Financial
16
Stifel Financial
Missouri
$305K -$91.2K -7,387 -22%
Bank of America
17
Bank of America
North Carolina
$279K -$55.5K -4,493 -16%
WIA
18
Westbourne Investment Advisors
Maryland
$246K
LPL Financial
19
LPL Financial
California
$222K +$21.5K +1,746 +11%
RCM
20
Robinson Capital Management
Michigan
$151K -$2.28M -184,588 -94%
Truist Financial
21
Truist Financial
North Carolina
$128K +$2.68K +217 +2%
UBS Group
22
UBS Group
Switzerland
$121K -$12.1K -979 -9%
AG
23
Advisor Group
Arizona
$109K +$61.7K +5,000 +123%
NFG
24
Next Financial Group
Texas
$91K +$92.8K +7,523 New
BFEC
25
Benjamin F. Edwards & Company
Missouri
$63K -$39.9K -3,230 -38%

WEA Hedge Fund Activity: Q4 2018 in Review

33 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q4 2018, worth a combined $38.6M — up 2.1% from $37.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of WEA and 4 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 9 added.

The largest buyer was Morgan Stanley, adding an estimated $4.27M. The largest seller was Robinson Capital Management, cutting an estimated $2.28M.

  • 33 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q4 2018, down from 37 in Q3 2018.
  • Funds reported $38.6M of Western Asset Premier Bond Fund stock for Q4 2018, up 2.1% quarter-over-quarter.
  • 4 funds opened new Western Asset Premier Bond Fund positions in Q4 2018 and 8 closed out, a net change of -4 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q4 2018 was Morgan Stanley, an estimated $4.27M added.
  • The largest Western Asset Premier Bond Fund seller in Q4 2018 was Robinson Capital Management, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2018.