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WEA

Western Asset Premier Bond Fund
WEA

39 hedge funds and large institutions have $56.6M invested in Western Asset Premier Bond Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 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

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

8% more funds holding

Funds holding: 36 → 39 (+3)

2.62% more ownership

Funds ownership: 44.08% → 46.7% (+2.6%)

2% more capital invested

Capital invested by funds: $55.7M → $56.6M (+$861K)

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$1.63M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.1M
3
WAM
Wolverine Asset Management
Illinois
+$568K
4
KIM
Karpus Investment Management
New York
+$523K
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$480K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$660K
2
Invesco
Invesco
Georgia
-$415K
3
Morgan Stanley
Morgan Stanley
New York
-$399K
4
OC
Oppenheimer & Co
New York
-$255K
5
PMG
ProVise Management Group
Florida
-$123K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$15.8M +$1.63M +152,651 +11%
1CP
2
1607 Capital Partners
Virginia
$9.16M -$660K -61,784 -6%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$8.32M +$480K +44,917 +6%
Morgan Stanley
4
Morgan Stanley
New York
$5.33M -$399K -37,415 -7%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.15M +$1.1M +102,750 +95%
GC
6
Guggenheim Capital
Illinois
$1.6M +$106K +9,961 +7%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$1.52M -$29.9K -2,798 -2%
Truist Financial
8
Truist Financial
North Carolina
$1.47M +$378K +35,439 +33%
PMG
9
ProVise Management Group
Florida
$1.44M -$123K -11,559 -8%
Bank of America
10
Bank of America
North Carolina
$1.42M -$47.5K -4,450 -3%
LPL Financial
11
LPL Financial
California
$1.4M -$14.5K -1,358 -1%
KIM
12
Karpus Investment Management
New York
$994K +$523K +48,973 +101%
IWP
13
Insight Wealth Partners
Texas
$798K +$29.2K +2,739 +4%
IWC
14
Integrated Wealth Concepts
Massachusetts
$767K +$75.8K +7,099 +10%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$748K +$181K +16,965 +30%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$636K -$89.5K -8,380 -12%
WAM
17
Wolverine Asset Management
Illinois
$542K +$568K +53,185 New
IA
18
IFP Advisors
Florida
$455K +$79.9K +7,485 +26%
AA
19
AQR Arbitrage
Connecticut
$346K -$5.96K -558 -2%
Invesco
20
Invesco
Georgia
$246K -$415K -38,838 -62%
Wells Fargo
21
Wells Fargo
California
$221K -$43 -4 -0%
RP
22
Riverbridge Partners
Minnesota
$175K +$184K +17,198 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$154K -$6.94K -650 -4%
RJA
24
Raymond James & Associates
Florida
$150K – – –
NA
25
NewEdge Advisors
Louisiana
$146K +$4.27K +400 +3%
1
2

WEA Hedge Fund Activity: Q1 2023 in Review

39 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q1 2023, worth a combined $56.6M — up 1.5% from $55.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WEA positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.63M. The largest seller was 1607 Capital Partners, cutting an estimated $660K.

  • 39 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q1 2023, up from 36 in Q4 2022.
  • Funds reported $56.6M of Western Asset Premier Bond Fund stock for Q1 2023, up 1.5% quarter-over-quarter.
  • 5 funds opened new Western Asset Premier Bond Fund positions in Q1 2023 and 2 closed out, a net change of +3 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q1 2023 was Sit Investment Associates, an estimated $1.63M added.
  • The largest Western Asset Premier Bond Fund seller in Q1 2023 was 1607 Capital Partners, an estimated $660K sold.

Based on aggregated 13F filings for Q1 2023.