We are live on ! Find out more
WEA

Western Asset Premier Bond Fund

36 hedge funds and large institutions have $44.6M invested in Western Asset Premier Bond Fund in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

16% more funds holding

Funds holding: 3136 (+5)

2% more capital invested

Capital invested by funds: $43.6M → $44.6M (+$967K)

0.42% less ownership

Funds ownership: 26.76%26.34% (-0.42%)

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
11
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$16.3M +$397K +28,600 +3%
Morgan Stanley
2
Morgan Stanley
New York
$5.29M -$3.03M -218,651 -37%
PMG
3
ProVise Management Group
Florida
$3.88M +$212K +15,300 +6%
SIA
4
Sit Investment Associates
Minnesota
$3.77M +$88.9K +6,406 +2%
GC
5
Guggenheim Capital
Illinois
$2.04M +$392K +28,277 +25%
LPL Financial
6
LPL Financial
California
$1.78M +$136K +9,780 +8%
Invesco
7
Invesco
Georgia
$1.52M -$204K -14,735 -12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.45M -$135K -9,755 -9%
Bank of America
9
Bank of America
North Carolina
$1.05M +$99.3K +7,155 +11%
Stifel Financial
10
Stifel Financial
Missouri
$986K -$93.8K -6,760 -9%
Cohen & Steers
11
Cohen & Steers
New York
$815K
SB
12
Suntrust Banks
Georgia
$643K +$627K +45,226 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$608K -$73.3K -5,285 -11%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$591K +$44.4K +3,200 +8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$388K +$46.9K +3,379 +14%
RCM
16
Robinson Capital Management
Michigan
$369K -$131K -9,420 -27%
PAS
17
Park Avenue Securities
New York
$360K +$351K +25,325 New
CFGS
18
Concourse Financial Group Securities
Alabama
$356K +$279K +20,132 +420%
Wells Fargo
19
Wells Fargo
California
$330K -$11.1K -801 -3%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$291K -$8.32K -600 -3%
UBS Group
21
UBS Group
Switzerland
$283K +$59.7K +4,305 +28%
WIA
22
Westbourne Investment Advisors
Maryland
$268K
OC
23
Oppenheimer & Co
New York
$252K -$5.41K -390 -2%
Truist Financial
24
Truist Financial
North Carolina
$156K +$2.11K +152 +1%
RJA
25
Raymond James & Associates
Florida
$156K +$153K +11,005 New

WEA Hedge Fund Activity: Q3 2019 in Review

36 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q3 2019, worth a combined $44.6M — up 2.2% from $43.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WEA positions and 0 closed out — a net gain of 5 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Suntrust Banks, opening a new position worth an estimated $627K. The largest seller was Morgan Stanley, cutting an estimated $3.03M.

  • 36 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q3 2019, up from 31 in Q2 2019.
  • Funds reported $44.6M of Western Asset Premier Bond Fund stock for Q3 2019, up 2.2% quarter-over-quarter.
  • 5 funds opened new Western Asset Premier Bond Fund positions in Q3 2019 and 0 closed out, a net change of +5 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q3 2019 was Suntrust Banks, an estimated $627K added.
  • The largest Western Asset Premier Bond Fund seller in Q3 2019 was Morgan Stanley, an estimated $3.03M sold.

Based on aggregated 13F filings for Q3 2019.