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WEA

Western Asset Premier Bond Fund

42 hedge funds and large institutions have $56.2M invested in Western Asset Premier Bond Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0.69% more ownership

Funds ownership: 44.5%45.2% (+0.69%)

0% more capital invested

Capital invested by funds: $56.2M → $56.2M (+$86.6K)

2% less funds holding

Funds holding: 4342 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.3M +$4.62M +433,022 +52%
SIA
2
Sit Investment Associates
Minnesota
$8.07M -$3.92M -367,743 -32%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.65M
1CP
4
1607 Capital Partners
Virginia
$3.65M -$389K -36,507 -9%
LPL Financial
5
LPL Financial
California
$3.38M +$1.83M +171,860 +114%
GC
6
Guggenheim Capital
Illinois
$2.46M -$126K -11,853 -5%
CPRC
7
Consolidated Portfolio Review Corp
New York
$2.15M +$841K +78,895 +62%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$1.57M
PAG
9
Private Advisor Group
New Jersey
$1.33M +$117K +10,978 +9%
KAS
10
Kestra Advisory Services
Texas
$1.32M +$1.37M +128,679 New
PMG
11
ProVise Management Group
Florida
$1.31M +$33.1K +3,100 +3%
Bank of America
12
Bank of America
North Carolina
$1.12M +$15.2K +1,423 +1%
IWP
13
Insight Wealth Partners
Texas
$869K -$20.8K -1,950 -2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$848K +$218K +20,446 +34%
Invesco
15
Invesco
Georgia
$800K +$212K +19,883 +35%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$701K -$24.7K -2,320 -3%
Wells Fargo
17
Wells Fargo
California
$630K -$2.07M -194,413 -76%
IA
18
IFP Advisors
Florida
$594K +$9.34K +876 +2%
IWC
19
Integrated Wealth Concepts
Massachusetts
$593K -$1.56K -146 -0.3%
LCM
20
Landscape Capital Management
New Jersey
$492K +$264K +24,743 +112%
IPW
21
Invictus Private Wealth
Colorado
$460K +$51.7K +4,847 +12%
WAM
22
Wolverine Asset Management
Illinois
$441K -$16.8K -1,579 -4%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$416K -$34.7K -3,257 -8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$275K +$512 +48 +0.2%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$254K +$27.6K +2,592 +12%

WEA Hedge Fund Activity: Q2 2024 in Review

42 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q2 2024, worth a combined $56.2M — up 0.15% from $56.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of WEA and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 16 added.

The largest buyer was Morgan Stanley, adding an estimated $4.62M. The largest seller was Sit Investment Associates, cutting an estimated $3.92M.

  • 42 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q2 2024, down from 43 in Q1 2024.
  • Funds reported $56.2M of Western Asset Premier Bond Fund stock for Q2 2024, up 0.15% quarter-over-quarter.
  • 4 funds opened new Western Asset Premier Bond Fund positions in Q2 2024 and 5 closed out, a net change of -1 holder.
  • The largest Western Asset Premier Bond Fund buyer in Q2 2024 was Morgan Stanley, an estimated $4.62M added.
  • The largest Western Asset Premier Bond Fund seller in Q2 2024 was Sit Investment Associates, an estimated $3.92M sold.

Based on aggregated 13F filings for Q2 2024.