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WEA

Western Asset Premier Bond Fund

32 hedge funds and large institutions have $49M invested in Western Asset Premier Bond Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

10% more funds holding

Funds holding: 2932 (+3)

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

1% more capital invested

Capital invested by funds: $48.7M → $49M (+$295K)

1.17% less ownership

Funds ownership: 29.24%28.07% (-1.2%)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$16.4M -$3.34M -232,300 -17%
SIA
2
Sit Investment Associates
Minnesota
$8.29M -$575K -40,045 -7%
PMG
3
ProVise Management Group
Florida
$5.39M +$262K +18,270 +5%
Morgan Stanley
4
Morgan Stanley
New York
$2.58M +$59.9K +4,171 +2%
GC
5
Guggenheim Capital
Illinois
$2.39M +$389K +27,101 +20%
Truist Financial
6
Truist Financial
North Carolina
$1.82M +$175K +12,153 +11%
LPL Financial
7
LPL Financial
California
$1.56M +$210K +14,643 +16%
Wells Fargo
8
Wells Fargo
California
$1.51M -$748K -52,046 -34%
MML Investors Services
9
MML Investors Services
Massachusetts
$1.28M +$1.25M +86,751 New
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$1.23M +$302K +21,019 +34%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$885K +$1.06K +74 +0.1%
Stifel Financial
12
Stifel Financial
Missouri
$723K -$72.1K -5,020 -9%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$664K +$301K +20,919 +87%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$589K -$24.4K -1,697 -4%
UBS Group
15
UBS Group
Switzerland
$535K +$75.2K +5,233 +17%
OC
16
Oppenheimer & Co
New York
$524K -$38.3K -2,667 -7%
Bank of America
17
Bank of America
North Carolina
$399K -$5.33K -371 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$300K
CFGS
19
Concourse Financial Group Securities
Alabama
$283K +$5.82K +405 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$250K -$18.5K -1,290 -7%
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$233K +$227K +15,800 New
SFS
22
Shaker Financial Services
Virginia
$206K +$201K +14,023 New
Invesco
23
Invesco
Georgia
$188K -$146K -10,197 -44%
RJA
24
Raymond James & Associates
Florida
$185K -$16.3K -1,138 -8%
IWP
25
Insight Wealth Partners
Texas
$179K +$174K +12,142 New

WEA Hedge Fund Activity: Q2 2021 in Review

32 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q2 2021, worth a combined $49M — up 0.61% from $48.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WEA positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 10 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $1.25M. The largest seller was 1607 Capital Partners, cutting an estimated $3.34M.

  • 32 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q2 2021, up from 29 in Q1 2021.
  • Funds reported $49M of Western Asset Premier Bond Fund stock for Q2 2021, up 0.61% quarter-over-quarter.
  • 5 funds opened new Western Asset Premier Bond Fund positions in Q2 2021 and 2 closed out, a net change of +3 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q2 2021 was MML Investors Services, an estimated $1.25M added.
  • The largest Western Asset Premier Bond Fund seller in Q2 2021 was 1607 Capital Partners, an estimated $3.34M sold.

Based on aggregated 13F filings for Q2 2021.