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WEA

Western Asset Premier Bond Fund

40 hedge funds and large institutions have $66.5M invested in Western Asset Premier Bond Fund in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

8% more capital invested

Capital invested by funds: $61.7M → $66.5M (+$4.84M)

0.26% more ownership

Funds ownership: 48.26%48.52% (+0.26%)

2% less funds holding

Funds holding: 4140 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
22
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.1M +$1.8M +164,746 +11%
SIA
2
Sit Investment Associates
Minnesota
$7.78M +$263K +24,092 +4%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$6.1M -$632K -57,787 -10%
1CP
4
1607 Capital Partners
Virginia
$3.78M +$42.6K +3,900 +1%
LPL Financial
5
LPL Financial
California
$3.14M +$24.4K +2,233 +0.8%
WA
6
Whipplewood Advisors
Colorado
$2.93M -$1.87M -170,636 -67%
CPRC
7
Consolidated Portfolio Review Corp
New York
$2.55M +$138K +12,639 +6%
GC
8
Guggenheim Capital
Illinois
$2.38M -$7.09K -648 -0.3%
PAG
9
Private Advisor Group
New Jersey
$2.18M +$323K +29,527 +18%
Raymond James Financial
10
Raymond James Financial
Florida
$1.93M +$189K +17,286 +11%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$1.71M
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$1.49M +$312K +28,565 +27%
PMG
13
ProVise Management Group
Florida
$1.47M +$13.5K +1,233 +1%
Bank of America
14
Bank of America
North Carolina
$1.22M +$4.71K +431 +0.4%
IWP
15
Insight Wealth Partners
Texas
$1.02M +$21.9K +1,999 +2%
Invesco
16
Invesco
Georgia
$1.01M +$47.7K +4,362 +5%
SG
17
StoneX Group
New York
$909K +$1.54K +141 +0.2%
IA
18
IFP Advisors
Florida
$786K -$98.2K -8,982 -11%
ASN
19
Advisory Services Network
Georgia
$728K +$64.9K +5,933 +10%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$686K -$74.3K -6,793 -10%
IWC
21
Integrated Wealth Concepts
Massachusetts
$654K +$5.47K +500 +0.9%
IPW
22
Invictus Private Wealth
Colorado
$586K +$21.2K +1,936 +4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$343K +$16.7K +1,531 +5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$318K -$116K -10,592 -27%
BEI
25
Benjamin Edwards Inc
Missouri
$216K +$38.3K +3,500 +22%

WEA Hedge Fund Activity: Q1 2025 in Review

40 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Western Asset Premier Bond Fund (WEA) for Q1 2025, worth a combined $66.5M — up 7.8% from $61.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of WEA and 2 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $1.8M. The largest seller was Whipplewood Advisors, cutting an estimated $1.87M.

  • 40 institutional investors held Western Asset Premier Bond Fund (WEA) as of Q1 2025, down from 41 in Q4 2024.
  • Funds reported $66.5M of Western Asset Premier Bond Fund stock for Q1 2025, up 7.8% quarter-over-quarter.
  • 2 funds opened new Western Asset Premier Bond Fund positions in Q1 2025 and 3 closed out, a net change of -1 holder.
  • The largest Western Asset Premier Bond Fund buyer in Q1 2025 was Morgan Stanley, an estimated $1.8M added.
  • The largest Western Asset Premier Bond Fund seller in Q1 2025 was Whipplewood Advisors, an estimated $1.87M sold.

Based on aggregated 13F filings for Q1 2025.