WEA

Western Asset Premier Bond Fund
WEA

Overview Fund Activity

38 hedge funds and large institutions have $73.3M 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.

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.3M
2
IPW
2
Invictus Private Wealth
Colorado
$413K
3
CPRC
3
Consolidated Portfolio Review Corp
New York
$1.36M
4
AGA
4
Accuvest Global Advisors
Utah
$356K
5
GC
5
Guggenheim Capital
Illinois
$2.72M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.54M
2
SIA
2
Sit Investment Associates
Minnesota
$14.5M
3
AA
3
AQR Arbitrage
Connecticut
$0
4
NA
4
NewEdge Advisors
Louisiana
$0
5
Truist Financial
5
Truist Financial
North Carolina
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.3M 1,692,716 +960,018 +131%
SIA
2
Sit Investment Associates
Minnesota
$14.5M 1,338,109 -64,351 -5%
1CP
3
1607 Capital Partners
Virginia
$8.57M 793,609 -9,700 -1%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$8.2M 759,184 – –
Wells Fargo
5
Wells Fargo
California
$3.08M 285,174 +1,713 +0.6%
GC
6
Guggenheim Capital
Illinois
$2.72M 251,949 +18,271 +8%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.54M 235,229 -235,019 -50%
Bank of America
8
Bank of America
North Carolina
$1.63M 151,268 +14,931 +11%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$1.61M 148,975 – –
CPRC
10
Consolidated Portfolio Review Corp
New York
$1.36M 126,370 +36,239 +40%
PMG
11
ProVise Management Group
Florida
$1.33M 123,599 -9,386 -7%
Truist Financial
12
Truist Financial
North Carolina
$1.32M 122,174 -10,332 -8%
LPL Financial
13
LPL Financial
California
$1.29M 119,770 -9,666 -7%
IWP
14
Insight Wealth Partners
Texas
$939K 86,939 -1,190 -1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$767K 70,991 +373 +0.5%
IWC
16
Integrated Wealth Concepts
Massachusetts
$624K 57,822 -7,426 -11%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$518K 47,990 -928 -2%
Invesco
18
Invesco
Georgia
$461K 42,713 +15,732 +58%
IA
19
IFP Advisors
Florida
$424K 39,292 +8,908 +29%
IPW
20
Invictus Private Wealth
Colorado
$413K 38,227 +38,227 New
BFEC
21
Benjamin F. Edwards & Company
Missouri
$371K 34,308 +6,100 +22%
AGA
22
Accuvest Global Advisors
Utah
$356K 32,979 +32,979 New
MWM
23
Melfa Wealth Management
Massachusetts
$241K 22,281 -1,118 -5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$234K 21,621 +427 +2%
RJA
25
Raymond James & Associates
Florida
$221K 20,448 +8,776 +75%
1
2