Who Owns PAI?
Western Asset Investment Grade Income Fund Inc. — Institutional Ownership & 13F Holdings
$12.18
+0.05 (+0.41%)
Market Cap
$120.7M
Shares Outstanding
9,510,962
Institutional Holders
33
Total Inst. Value
$25.5M
% of Float Held
—
QoQ Holder Change
+5
Institutional data as of Q1 2025
New Positions
5
Closed Positions
4
Increased
10
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | $8.6M | 666,405 |
| 2 | Hennion & Walsh Asset Management, Inc. | $3.3M | 255,783 |
| 3 | SeaBridge Investment Advisors LLC | $3.3M | 254,432 |
| 4 | GUGGENHEIM CAPITAL LLC | $2.1M | 166,383 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.8M | 140 |
| 6 | LPL Financial LLC | $685K | 53,279 |
| 7 | JONES FINANCIAL COMPANIES LLLP | $629K | 8,187 |
| 8 | RAYMOND JAMES FINANCIAL INC | $572K | 44,524 |
| 9 | CLIFFORD SWAN INVESTMENT COUNSEL LLC | $526K | 40,951 |
| 10 | STIFEL FINANCIAL CORP | $456K | 35,512 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| 1607 Capital Partners, LLC | +4K | $8.6M |
| Hennion & Walsh Asset Management, Inc. | +41K | $3.3M |
| SeaBridge Investment Advisors LLC | +109K | $3.3M |
| LPL Financial LLC | +2K | $685K |
| STIFEL FINANCIAL CORP | +2K | $456K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | -147K | $629K |
| Allspring Global Investments Holdings, LLC | -119K | $356K |
| GUGGENHEIM CAPITAL LLC | -26K | $2.1M |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | -15K | $526K |
| UBS Group AG | -10K | $195K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold PAI?
As of Q1 2025, 33 institutional investors report holding PAI (Western Asset Investment Grade Income Fund Inc.) in their 13F filings.
Which hedge fund owns the most PAI?
The largest institutional holder of PAI is 1607 Capital Partners, LLC with $8.6M in shares.
Are institutions buying or selling PAI?
This quarter, 5 institutions opened new positions in PAI and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.