Western Asset Premier Bond Fund
WEA
39 hedge funds and large institutions have $60.4M invested in Western Asset Premier Bond Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 3 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
7% more capital invested
Capital invested by funds: $56.6M → $60.4M (+$3.8M)
3.26% more ownership
Funds ownership: 46.7% → 49.96% (+3.3%)
0% more funds holding
Funds holding: 39 → 39 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.05M |
| 2 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
+$621K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$332K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$280K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$429K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$145K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$106K |
| 4 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$105K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$98.9K |
WEA Hedge Fund Activity: Q2 2023 in Review
39 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q2 2023, worth a combined $60.4M — up 6.7% from $56.6M a quarter earlier.
Fund positioning in WEA was balanced in Q2 2023: 3 funds opened new positions, 3 closed out, 15 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.05M. The largest seller was Wolverine Asset Management, cutting an estimated $429K.
- 39 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $60.4M of Western Asset Premier Bond Fund stock for Q2 2023, up 6.7% quarter-over-quarter.
- 3 funds opened new Western Asset Premier Bond Fund positions in Q2 2023 and 3 closed out, a net change of 0 holders.
- The largest Western Asset Premier Bond Fund buyer in Q2 2023 was Morgan Stanley, an estimated $3.05M added.
- The largest Western Asset Premier Bond Fund seller in Q2 2023 was Wolverine Asset Management, an estimated $429K sold.
Based on aggregated 13F filings for Q2 2023.