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WEA

Western Asset Premier Bond Fund
WEA

34 hedge funds and large institutions have $51.4M invested in Western Asset Premier Bond Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% less capital invested

Capital invested by funds: $51.6M → $51.4M (-$223K)

0.58% less ownership

Funds ownership: 30.84% → 30.26% (-0.58%)

3% less funds holding

Funds holding: 35 → 34 (-1)

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$4.12M
2
Invesco
Invesco
Georgia
+$635K
3
SWM
SeaCrest Wealth Management
New York
+$294K
4
UBS Group
UBS Group
Switzerland
+$286K
5
IWP
Insight Wealth Partners
Texas
+$249K

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$5.39M
2
MML Investors Services
MML Investors Services
Massachusetts
-$1.55M
3
Wells Fargo
Wells Fargo
California
-$593K
4
1CP
1607 Capital Partners
Virginia
-$503K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
-$153K
Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$13.3M -$503K -35,700 -4%
SIA
2
Sit Investment Associates
Minnesota
$12.3M +$4.12M +292,376 +52%
PMG
3
ProVise Management Group
Florida
$5.44M +$46.9K +3,329 +0.9%
Morgan Stanley
4
Morgan Stanley
New York
$2.75M +$119K +8,435 +5%
Truist Financial
5
Truist Financial
North Carolina
$2.17M +$113K +7,999 +6%
GC
6
Guggenheim Capital
Illinois
$2.05M -$122K -8,694 -6%
LPL Financial
7
LPL Financial
California
$1.7M +$129K +9,171 +8%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$1.23M +$34.1K +2,422 +3%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.06M +$228K +16,171 +28%
IWP
10
Insight Wealth Partners
Texas
$1.02M +$249K +17,667 +33%
Invesco
11
Invesco
Georgia
$958K +$635K +45,089 +207%
UBS Group
12
UBS Group
Switzerland
$758K +$286K +20,325 +62%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$686K -$153K -10,850 -18%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$638K +$628K +44,589 New
OC
15
Oppenheimer & Co
New York
$620K +$90.4K +6,417 +17%
Wells Fargo
16
Wells Fargo
California
$590K -$593K -42,088 -51%
Stifel Financial
17
Stifel Financial
Missouri
$575K -$18.4K -1,305 -3%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$557K – – –
LP
19
Lloyd Park
Illinois
$546K +$536K +38,084 New
Bank of America
20
Bank of America
North Carolina
$382K -$7.73K -549 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$370K +$28.8K +2,046 +9%
CFGS
22
Concourse Financial Group Securities
Alabama
$329K +$43.1K +3,062 +15%
SWM
23
SeaCrest Wealth Management
New York
$299K +$294K +20,900 New
Osaic Holdings
24
Osaic Holdings
Arizona
$278K -$10.2K -725 -4%
RJA
25
Raymond James & Associates
Florida
$268K +$58.1K +4,125 +28%
1
2

WEA Hedge Fund Activity: Q4 2021 in Review

34 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q4 2021, worth a combined $51.4M — down 0.43% from $51.6M a quarter earlier.

Fund positioning in WEA was balanced in Q4 2021: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 10 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.12M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $5.39M sold.

  • 34 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q4 2021, down from 35 in Q3 2021.
  • Funds reported $51.4M of Western Asset Premier Bond Fund stock for Q4 2021, down 0.43% quarter-over-quarter.
  • 5 funds opened new Western Asset Premier Bond Fund positions in Q4 2021 and 5 closed out, a net change of 0 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $4.12M added.
  • The largest Western Asset Premier Bond Fund seller in Q4 2021 was Kestra Advisory Services, an estimated $5.39M sold.

Based on aggregated 13F filings for Q4 2021.