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WEA

Western Asset Premier Bond Fund

35 hedge funds and large institutions have $69.7M invested in Western Asset Premier Bond Fund in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

1.55% more ownership

Funds ownership: 53.98%55.53% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $70.6M → $69.7M (-$942K)

8% less funds holding

Funds holding: 3835 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
15
Reduced
13
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
$22.3M +$1.53M +139,871 +7%
SIA
2
Sit Investment Associates
Minnesota
$9.63M -$753K -68,712 -7%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$5.18M
LPL Financial
4
LPL Financial
California
$4.39M +$991K +90,332 +28%
WA
5
Whipplewood Advisors
Colorado
$3.91M +$34.2K +3,121 +0.9%
Raymond James Financial
6
Raymond James Financial
Florida
$3.69M +$1.23M +111,755 +47%
1CP
7
1607 Capital Partners
Virginia
$3.4M +$722K +65,871 +26%
PAG
8
Private Advisor Group
New Jersey
$2.38M +$1.75K +160 +0.1%
GC
9
Guggenheim Capital
Illinois
$2.38M -$484K -44,129 -16%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$1.94M -$96K -8,756 -5%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$1.39M +$3.02K +275 +0.2%
Bank of America
12
Bank of America
North Carolina
$1.26M +$52K +4,745 +4%
PMG
13
ProVise Management Group
Florida
$1.25M -$38.9K -3,544 -3%
Invesco
14
Invesco
Georgia
$1.24M -$3.1K -283 -0.2%
IPW
15
Invictus Private Wealth
Colorado
$1.1M +$55.8K +5,085 +5%
IWP
16
Insight Wealth Partners
Texas
$916K -$90.7K -8,274 -9%
ASN
17
Advisory Services Network
Georgia
$740K -$19.5K -1,774 -2%
IWC
18
Integrated Wealth Concepts
Massachusetts
$584K -$2.19K -200 -0.4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$322K +$17.6K +1,605 +6%
MHS
20
M Holdings Securities
Oregon
$259K -$910 -83 -0.3%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$255K +$19.7K +1,800 +8%
MWA
22
Medallion Wealth Advisors
Connecticut
$195K
SAM
23
Smith Asset Management
Florida
$194K +$37.3K +3,404 +23%
MWM
24
Melfa Wealth Management
Massachusetts
$183K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$156K +$35.4K +3,230 +28%