Western Asset Premier Bond Fund
WEA
36 hedge funds and large institutions have $55.7M invested in Western Asset Premier Bond Fund in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 5 closing their positions.
20% more capital invested
Capital invested by funds: $46.4M → $55.7M (+$9.34M)
4.26% more ownership
Funds ownership: 39.82% → 44.08% (+4.3%)
8% less funds holding
Funds holding: 39 → 36 (-3)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.4M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$2.25M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$889K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$887K |
| 5 |
Morgan Stanley
New York
|
+$829K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$847K |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$339K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$258K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$235K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$161K |
WEA Hedge Fund Activity: Q4 2022 in Review
36 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q4 2022, worth a combined $55.7M — up 20% from $46.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WEA and 3 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 13 added.
The largest buyer was Sit Investment Associates, adding an estimated $2.4M. The largest seller was ProVise Management Group, cutting an estimated $847K.
- 36 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q4 2022, down from 39 in Q3 2022.
- Funds reported $55.7M of Western Asset Premier Bond Fund stock for Q4 2022, up 20% quarter-over-quarter.
- 3 funds opened new Western Asset Premier Bond Fund positions in Q4 2022 and 5 closed out, a net change of -2 holders.
- The largest Western Asset Premier Bond Fund buyer in Q4 2022 was Sit Investment Associates, an estimated $2.4M added.
- The largest Western Asset Premier Bond Fund seller in Q4 2022 was ProVise Management Group, an estimated $847K sold.
Based on aggregated 13F filings for Q4 2022.