Western Asset Investment Grade Income Fund
PAI • XNYS
Western Asset Investment Grade Income Fund is a publicly traded company on XNYS. As of Q3 2025, 29 institutional investors hold shares in this company, with total holdings valued at $26.2M. 1607 Capital Partners, LLC is the largest holder with a position valued at $8.3M.
Overview
Overview of institutional ownership in PAI as of Q3 2025
All Institutions
- Institutions
- 29
- Value Held
- $26.2M
- Shares Held
- 2.0M
- Avg Position
- $904.3K
- Median Position
- $301.3K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $8.4M
- Shares Held
- 658.6K
- Avg Position
- $4.2M
- Median Position
- $4.2M
Biggest Investors
Institutions with the largest positions in PAI as of Q3 2025
| Institution | Position Value |
|---|---|
 1607 Capital Partners, LLC Hedge Fund•Sector | $8.3M 0.63% of portfolio |
S SeaBridge Investment Advisors LLC RIA/Wealth | $3.5M 0.57% of portfolio |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | $2.5M 0.09% of portfolio |
J JONES FINANCIAL COMPANIES LLLP Institution | $2.4M 0.00% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $1.6M 0.01% of portfolio |
F Fiera Capital Corp Institution | $1.2M 0.00% of portfolio |
L LPL Financial LLC Institution | $1.2M 0.00% of portfolio |
 Shaker Financial Services, LLC RIA/Wealth | $734.8K 0.25% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $570.3K 0.00% of portfolio |
 Aviance Capital Partners, LLC RIA/Wealth | $469.6K 0.06% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PAI in Q3 2025
- Traded
- −$146.5K
- Buyers
- 11
- Sellers
- 13
- Total Bought
- +$1.6M
- Total Sold
- −$1.7M
- Avg Position
- $794.7K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Shaker Financial Services, LLC RIA/Wealth | +$591.8K +46.0K shares |
L LPL Financial LLC Institution | +$418.0K +32.6K shares |
 AMERIPRISE FINANCIAL INC Institution | +$147.9K +11.5K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$143.3K +11.3K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$120.6K +9.4K shares |
F Fiera Capital Corp Institution | +$96.5K +7.5K shares |
Aviance Capital Partners, LLC RIA/Wealth | +$26.7K +2.1K shares |
 MORGAN STANLEY RIA/Wealth | +$9.8K +766.0 shares |
A Advisor Group Holdings, Inc. Institution | +$7.1K +563.0 shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$5.3K +411.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
1607 Capital Partners, LLC Hedge Fund•Sector | −$374.3K −29.2K shares |
 Allspring Global Investments Holdings, LLC Long Only Manager | −$359.7K −27.7K shares |
S SeaBridge Investment Advisors LLC RIA/Wealth | −$270.1K −21.1K shares |
G GUGGENHEIM CAPITAL LLC Institution | −$230.0K −17.9K shares |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | −$202.5K −15.8K shares |
 Buckingham Strategic Partners RIA/Wealth | −$143.1K −11.0K shares |
S STIFEL FINANCIAL CORP Long Only Manager | −$38.6K −3.0K shares |
 CLIFFORD SWAN INVESTMENT COUNSEL LLC RIA/Wealth | −$32.1K −2.5K shares |
 UBS Group AG Institution | −$26.3K −2.1K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$13.3K −1.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PAI in Q3 2025
- New Positions
- 1
- New Value
- -
- Exited Positions
- 4
- Exited Value
- $505.4K
New Positions
| Institution | Position Value |
|---|---|
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Allspring Global Investments Holdings, LLC Long Only Manager | $359.7K 27.7K shares |
Buckingham Strategic Partners RIA/Wealth | $143.1K 11.0K shares |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | $2.7K 205.0 shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | - 19.7K shares |
Options Activity
Institutions with the largest Call and Put options positions in PAI as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PAI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
1607 Capital Partners, LLC Hedge Fund•Sector | 0.63% $8.3M |
S SeaBridge Investment Advisors LLC RIA/Wealth | 0.57% $3.5M |
Shaker Financial Services, LLC RIA/Wealth | 0.25% $734.8K |
 Meadow Creek Wealth Advisors LLC RIA/Wealth | 0.25% $371.4K |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | 0.09% $2.5M |
 TRANSATLANTIQUE PRIVATE WEALTH LLC RIA/Wealth | 0.06% $184.6K |
Aviance Capital Partners, LLC RIA/Wealth | 0.06% $469.6K |
 WHITENER CAPITAL MANAGEMENT, INC. RIA/Wealth | 0.05% $211.7K |
 Gilman Hill Asset Management, LLC RIA/Wealth | 0.03% $192.3K |
 Founders Capital Management RIA/Wealth | 0.02% $40.3K |
Hedge Fund Spotlight
Discover hedge funds investing in PAI
WOLVERINE ASSET MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerChristopher Lazarus Gust
- Portfolio Value
- $1.5B
- Positions
- 859
- Last Reported
- Q3 2025
Sector Allocation
Position in Western Asset Investment Grade Income Fund
- Market Value
- $120.6K
- Shares Held
- 9.4K
- Portfolio Weight
- 0.01%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Medical - Healthcare Information Services Healthcare | $56.2M | 3.82% | |
ETF ETF | $36.0M | 2.45% | |
Unknown Unknown | $26.9M | 1.83% |
