Western Asset Premier Bond Fund
WEA
38 hedge funds and large institutions have $64.2M invested in Western Asset Premier Bond Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
6% more capital invested
Capital invested by funds: $60.5M → $64.2M (+$3.7M)
0.43% less ownership
Funds ownership: 50.53% → 50.09% (-0.43%)
3% less funds holding
Funds holding: 39 → 38 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.18M |
| 2 |
IPW
Invictus Private Wealth
Denver,
Colorado
|
+$395K |
| 3 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
+$375K |
| 4 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$341K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$189K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.43M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$666K |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$123K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$114K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$107K |
WEA Hedge Fund Activity: Q4 2023 in Review
38 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q4 2023, worth a combined $64.2M — up 6.1% from $60.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WEA and 5 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 14 added.
The largest buyer was Morgan Stanley, adding an estimated $1.18M. The largest seller was Osaic Holdings, cutting an estimated $2.43M.
- 38 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q4 2023, down from 39 in Q3 2023.
- Funds reported $64.2M of Western Asset Premier Bond Fund stock for Q4 2023, up 6.1% quarter-over-quarter.
- 5 funds opened new Western Asset Premier Bond Fund positions in Q4 2023 and 6 closed out, a net change of -1 holder.
- The largest Western Asset Premier Bond Fund buyer in Q4 2023 was Morgan Stanley, an estimated $1.18M added.
- The largest Western Asset Premier Bond Fund seller in Q4 2023 was Osaic Holdings, an estimated $2.43M sold.
Based on aggregated 13F filings for Q4 2023.