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WEA

Western Asset Premier Bond Fund
WEA

43 hedge funds and large institutions have $56.2M invested in Western Asset Premier Bond Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

13% more funds holding

Funds holding: 38 → 43 (+5)

12.73% less ownership

Funds ownership: 57.23% → 44.5% (-13%)

23% less capital invested

Capital invested by funds: $73.3M → $56.2M (-$17.1M)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
PFG Investments
New York
+$1.89M
2
PAG
Private Advisor Group
New Jersey
+$1.09M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$660K
4
WAM
Wolverine Asset Management
Illinois
+$477K
5
LPL Financial
LPL Financial
California
+$335K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.38M
2
1CP
1607 Capital Partners
Virginia
-$4.47M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.44M
4
SIA
Sit Investment Associates
Minnesota
-$2.2M
5
Truist Financial
Truist Financial
North Carolina
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$12.1M -$2.2M -201,280 -15%
Morgan Stanley
2
Morgan Stanley
New York
$8.88M -$9.38M -858,171 -51%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.76M -$326K -29,871 -4%
1CP
4
1607 Capital Partners
Virginia
$4.09M -$4.47M -408,887 -52%
Wells Fargo
5
Wells Fargo
California
$2.71M -$335K -30,688 -11%
GC
6
Guggenheim Capital
Illinois
$2.62M -$58.1K -5,316 -2%
PI
7
PFG Investments
New York
$1.84M +$1.89M +172,756 New
LPL Financial
8
LPL Financial
California
$1.6M +$335K +30,610 +26%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$1.59M +$8.22K +752 +0.5%
CPRC
10
Consolidated Portfolio Review Corp
New York
$1.34M -$667 -61 -0%
PMG
11
ProVise Management Group
Florida
$1.3M -$15.8K -1,450 -1%
PAG
12
Private Advisor Group
New Jersey
$1.24M +$1.09M +99,373 +588%
Bank of America
13
Bank of America
North Carolina
$1.12M -$507K -46,358 -31%
IWP
14
Insight Wealth Partners
Texas
$902K -$23.4K -2,145 -2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$735K -$20.4K -1,870 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$642K +$660K +60,355 New
IWC
17
Integrated Wealth Concepts
Massachusetts
$603K -$12.6K -1,150 -2%
Invesco
18
Invesco
Georgia
$600K +$149K +13,631 +32%
IA
19
IFP Advisors
Florida
$593K +$180K +16,470 +42%
WAM
20
Wolverine Asset Management
Illinois
$464K +$477K +43,650 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$457K -$55.5K -5,083 -11%
IPW
22
Invictus Private Wealth
Colorado
$415K +$8.03K +735 +2%
MC
23
Moors & Cabot
Massachusetts
$351K +$165K +15,100 +84%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$278K +$49.5K +4,529 +21%
MWM
25
Melfa Wealth Management
Massachusetts
$237K – – –
1
2

WEA Hedge Fund Activity: Q1 2024 in Review

43 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q1 2024, worth a combined $56.2M — down 23% from $73.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WEA positions and 2 closed out — a net gain of 5 holders — while 13 added to existing stakes and 18 trimmed.

The largest buyer was PFG Investments, opening a new position worth an estimated $1.89M. The largest seller was Morgan Stanley, cutting an estimated $9.38M.

  • 43 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q1 2024, up from 38 in Q4 2023.
  • Funds reported $56.2M of Western Asset Premier Bond Fund stock for Q1 2024, down 23% quarter-over-quarter.
  • 7 funds opened new Western Asset Premier Bond Fund positions in Q1 2024 and 2 closed out, a net change of +5 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q1 2024 was PFG Investments, an estimated $1.89M added.
  • The largest Western Asset Premier Bond Fund seller in Q1 2024 was Morgan Stanley, an estimated $9.38M sold.

Based on aggregated 13F filings for Q1 2024.