WEA

Western Asset Premier Bond Fund
WEA

Overview Fund Activity

39 hedge funds and large institutions have $60.5M invested in Western Asset Premier Bond Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.86M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.74M
3
GC
3
Guggenheim Capital
Illinois
$2.36M
4
CPRC
4
Consolidated Portfolio Review Corp
New York
$909K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$214K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$14.2M
2
KIM
2
Karpus Investment Management
New York
$0
3
1CP
3
1607 Capital Partners
Virginia
$8.11M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.39M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$7.66M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$14.2M 1,402,460 -146,275 -9%
1CP
2
1607 Capital Partners
Virginia
$8.11M 803,309 -87,739 -10%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.66M 759,184 -59,101 -7%
Morgan Stanley
4
Morgan Stanley
New York
$7.39M 732,698 -84,241 -10%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.74M 470,248 +232,155 +98%
Wells Fargo
6
Wells Fargo
California
$2.86M 283,461 +262,832 +1,274%
GC
7
Guggenheim Capital
Illinois
$2.36M 233,678 +44,814 +24%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$1.5M 148,975 -410 -0.3%
Bank of America
9
Bank of America
North Carolina
$1.38M 136,337 -841 -0.6%
PMG
10
ProVise Management Group
Florida
$1.34M 132,985 -4,600 -3%
Truist Financial
11
Truist Financial
North Carolina
$1.34M 132,506 -1,722 -1%
LPL Financial
12
LPL Financial
California
$1.31M 129,436 -605 -0.5%
CPRC
13
Consolidated Portfolio Review Corp
New York
$909K 90,131 +30,008 +50%
IWP
14
Insight Wealth Partners
Texas
$889K 88,129 +1,401 +2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$713K 70,618 -3,090 -4%
IWC
16
Integrated Wealth Concepts
Massachusetts
$658K 65,248 -3,194 -5%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$494K 48,918 -3,205 -6%
IA
18
IFP Advisors
Florida
$307K 30,384 -585 -2%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$285K 28,208 -1,340 -5%
Invesco
20
Invesco
Georgia
$272K 26,981 +16,950 +169%
MWM
21
Melfa Wealth Management
Massachusetts
$236K 23,399 +44 +0.2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$214K 21,194 +21,194 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$185K 18,312 – –
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$161K 15,932 +370 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$129K 12,817 +2,504 +24%
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