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WEA

Western Asset Premier Bond Fund

41 hedge funds and large institutions have $61.7M invested in Western Asset Premier Bond Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

2.97% more ownership

Funds ownership: 45.29%48.26% (+3%)

2% more capital invested

Capital invested by funds: $60.6M → $61.7M (+$1.06M)

0% more funds holding

Funds holding: 4141 (0)

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.6M +$1.47M +133,392 +9%
SIA
2
Sit Investment Associates
Minnesota
$7.22M -$534K -48,367 -7%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$6.48M -$217K -19,615 -3%
1CP
4
1607 Capital Partners
Virginia
$3.59M -$83.6K -7,568 -2%
LPL Financial
5
LPL Financial
California
$2.99M -$481K -43,521 -14%
WA
6
Whipplewood Advisors
Colorado
$2.75M +$2.83M +255,660 New
CPRC
7
Consolidated Portfolio Review Corp
New York
$2.31M +$25.4K +2,298 +1%
GC
8
Guggenheim Capital
Illinois
$2.29M -$124K -11,216 -5%
PAG
9
Private Advisor Group
New Jersey
$1.77M +$75K +6,784 +4%
Raymond James Financial
10
Raymond James Financial
Florida
$1.67M +$1.71M +154,911 New
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$1.64M
PMG
12
ProVise Management Group
Florida
$1.4M -$42.2K -3,815 -3%
Bank of America
13
Bank of America
North Carolina
$1.17M +$29.1K +2,634 +2%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$1.12M +$804K +72,768 +232%
IWP
15
Insight Wealth Partners
Texas
$956K +$49.4K +4,469 +5%
Invesco
16
Invesco
Georgia
$926K +$72.8K +6,588 +8%
SG
17
StoneX Group
New York
$872K +$895K +80,973 New
IA
18
IFP Advisors
Florida
$852K -$52K -4,705 -6%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$732K +$39.9K +3,611 +6%
ASN
20
Advisory Services Network
Georgia
$636K +$652K +59,043 New
IWC
21
Integrated Wealth Concepts
Massachusetts
$623K +$1.24K +112 +0.2%
IPW
22
Invictus Private Wealth
Colorado
$542K +$17.1K +1,546 +3%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$420K -$5.17K -468 -1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$313K +$12.5K +1,133 +4%
LCM
25
Landscape Capital Management
New Jersey
$233K -$157K -14,195 -40%

WEA Hedge Fund Activity: Q4 2024 in Review

41 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q4 2024, worth a combined $61.7M — up 1.7% from $60.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WEA positions and 6 closed out — a net gain of 2 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.47M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $1.52M sold.

  • 41 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $61.7M of Western Asset Premier Bond Fund stock for Q4 2024, up 1.7% quarter-over-quarter.
  • 8 funds opened new Western Asset Premier Bond Fund positions in Q4 2024 and 6 closed out, a net change of +2 holders.
  • The largest Western Asset Premier Bond Fund buyer in Q4 2024 was Morgan Stanley, an estimated $1.47M added.
  • The largest Western Asset Premier Bond Fund seller in Q4 2024 was Kestra Advisory Services, an estimated $1.52M sold.

Based on aggregated 13F filings for Q4 2024.