We are live on ! Find out more
WEA

Western Asset Premier Bond Fund

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.

New
Increased
Maintained
Reduced
Closed

0.56% more ownership

Funds ownership: 49.96%50.53% (+0.56%)

0% more capital invested

Capital invested by funds: $60.4M → $60.5M (+$79.1K)

0% more funds holding

Funds holding: 3939 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

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
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$14.2M -$1.57M -146,275 -9%
1CP
2
1607 Capital Partners
Virginia
$8.11M -$941K -87,739 -10%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.66M -$634K -59,101 -7%
Morgan Stanley
4
Morgan Stanley
New York
$7.39M -$903K -84,241 -10%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.74M +$2.49M +232,155 +98%
Wells Fargo
6
Wells Fargo
California
$2.86M +$2.82M +262,832 +1,274%
GC
7
Guggenheim Capital
Illinois
$2.36M +$481K +44,814 +24%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$1.5M -$4.4K -410 -0.3%
Bank of America
9
Bank of America
North Carolina
$1.38M -$9.02K -841 -0.6%
PMG
10
ProVise Management Group
Florida
$1.34M -$49.3K -4,600 -3%
Truist Financial
11
Truist Financial
North Carolina
$1.34M -$18.5K -1,722 -1%
LPL Financial
12
LPL Financial
California
$1.31M -$6.49K -605 -0.5%
CPRC
13
Consolidated Portfolio Review Corp
New York
$909K +$322K +30,008 +50%
IWP
14
Insight Wealth Partners
Texas
$889K +$15K +1,401 +2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$713K -$33.1K -3,090 -4%
IWC
16
Integrated Wealth Concepts
Massachusetts
$658K -$34.3K -3,194 -5%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$494K -$34.4K -3,205 -6%
IA
18
IFP Advisors
Florida
$307K -$6.27K -585 -2%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$285K -$14.4K -1,340 -5%
Invesco
20
Invesco
Georgia
$272K +$182K +16,950 +169%
MWM
21
Melfa Wealth Management
Massachusetts
$236K +$472 +44 +0.2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$214K +$227K +21,194 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$185K
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$161K +$3.97K +370 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$129K +$26.9K +2,504 +24%

WEA Hedge Fund Activity: Q3 2023 in Review

39 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q3 2023, worth a combined $60.5M — up 0.13% from $60.4M a quarter earlier.

Fund positioning in WEA was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.82M. The largest seller was Sit Investment Associates, cutting an estimated $1.57M.

  • 39 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $60.5M of Western Asset Premier Bond Fund stock for Q3 2023, up 0.13% quarter-over-quarter.
  • 3 funds opened new Western Asset Premier Bond Fund positions in Q3 2023 and 3 closed out, a net change of 0 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q3 2023 was Wells Fargo, an estimated $2.82M added.
  • The largest Western Asset Premier Bond Fund seller in Q3 2023 was Sit Investment Associates, an estimated $1.57M sold.

Based on aggregated 13F filings for Q3 2023.