Who Owns Western Asset Bond Fund Share of Beneficial Interest Stock?
NYSE: WEAFinanceTrusts Except Educational Religious and CharitableUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 62.22%
- Held by insiders
- 0.08%
- Institutional holders
- 43
- Institutions 62.2%
- Insiders 0.1%
- Public and other 37.7%
Who owns Western Asset Bond Fund Share of Beneficial Interest stock?
Institutional investors own about 62.2% of Western Asset Bond Fund Share of Beneficial Interest's shares, spread across 43 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.08% of WEA.
The largest institutional holders are Morgan Stanley (18.49%), SIT Investment Associates Inc (8.78%) and Allspring Global Investments Holdings, LLC (4.13%). Together, the top 10 institutions control 47.7% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their WEA positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of WEA
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 2.19M | 18.49% | +4.1% |
| SIT Investment Associates Inc | 1.04M | 8.78% | +14.4% |
| Allspring Global Investments Holdings, LLC | 489.94K | 4.13% | 0.0% |
| LPL Financial LLC | 421.07K | 3.55% | +1.5% |
| Raymond James Financial, Inc. | 363.07K | 3.06% | +4.2% |
| Whipplewood Advisors, LLC | 357.03K | 3.01% | -3.5% |
| 1607 Capital Partners, LLC | 261.06K | 2.20% | -18.8% |
| Private Advisor Group, LLC | 208.79K | 1.76% | -7.3% |
| Fiera Capital Corporation | 189.72K | 1.60% | +3.3% |
| Guggenheim Capital, LLC | 133.20K | 1.12% | -40.7% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of WEA
| Fund | Shares | % Held |
|---|---|---|
| Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF | 38.16K | 0.32% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 404 | 0.00% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 144 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Western Asset Bond Fund Share of Beneficial Interest?
Morgan Stanley is the largest institutional shareholder of WEA, owning 18.49% of shares outstanding (2.19M shares) as of its latest 13F filing.
What percentage of Western Asset Bond Fund Share of Beneficial Interest is owned by institutions?
Institutions own about 62.2% of WEA shares and 62.3% of the public float.
How much of Western Asset Bond Fund Share of Beneficial Interest do insiders own?
Insiders, such as officers and directors, own about 0.08% of WEA shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.