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WEA

Western Asset Premier Bond Fund

41 hedge funds and large institutions have $60.6M invested in Western Asset Premier Bond Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

8% more capital invested

Capital invested by funds: $56.2M → $60.6M (+$4.4M)

0.1% more ownership

Funds ownership: 45.2%45.29% (+0.1%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 4241 (-1)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
14
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
$15.8M +$1.5M +137,354 +11%
SIA
2
Sit Investment Associates
Minnesota
$8.1M -$555K -50,700 -7%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.01M -$1.18M -107,620 -15%
1CP
4
1607 Capital Partners
Virginia
$3.84M -$81K -7,400 -2%
LPL Financial
5
LPL Financial
California
$3.62M -$12.9K -1,177 -0.4%
GC
6
Guggenheim Capital
Illinois
$2.52M -$121K -11,014 -5%
CPRC
7
Consolidated Portfolio Review Corp
New York
$2.4M +$80.2K +7,326 +4%
PAG
8
Private Advisor Group
New Jersey
$1.78M +$335K +30,613 +24%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$1.72M +$30.1K +2,752 +2%
KAS
10
Kestra Advisory Services
Texas
$1.52M +$66.4K +6,060 +5%
PMG
11
ProVise Management Group
Florida
$1.5M +$88.9K +8,120 +6%
Bank of America
12
Bank of America
North Carolina
$1.19M -$8.07K -737 -0.7%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.02M +$109K +9,992 +12%
IWP
14
Insight Wealth Partners
Texas
$951K +$15.9K +1,451 +2%
IA
15
IFP Advisors
Florida
$945K +$298K +27,174 +48%
Invesco
16
Invesco
Georgia
$895K +$34.3K +3,134 +4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$726K -$26.9K -2,454 -4%
WAM
18
Wolverine Asset Management
Illinois
$694K +$213K +19,452 +46%
IWC
19
Integrated Wealth Concepts
Massachusetts
$651K +$13.1K +1,200 +2%
IPW
20
Invictus Private Wealth
Colorado
$551K +$54.9K +5,009 +11%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$445K -$2.52K -230 -0.6%
LCM
22
Landscape Capital Management
New Jersey
$405K -$121K -11,052 -24%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$354K +$343K +31,345 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$315K +$18.8K +1,715 +7%
BEI
25
Benjamin Edwards Inc
Missouri
$294K +$285K +26,060 New

WEA Hedge Fund Activity: Q3 2024 in Review

41 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q3 2024, worth a combined $60.6M — up 7.8% from $56.2M a quarter earlier.

Fund positioning in WEA was balanced in Q3 2024: 5 funds opened new positions, 5 closed out, 16 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.5M. The largest seller was Allspring Global Investments, cutting an estimated $1.18M.

  • 41 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q3 2024, down from 42 in Q2 2024.
  • Funds reported $60.6M of Western Asset Premier Bond Fund stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 5 funds opened new Western Asset Premier Bond Fund positions in Q3 2024 and 5 closed out, a net change of 0 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q3 2024 was Morgan Stanley, an estimated $1.5M added.
  • The largest Western Asset Premier Bond Fund seller in Q3 2024 was Allspring Global Investments, an estimated $1.18M sold.

Based on aggregated 13F filings for Q3 2024.