IGI

Western Asset Investment Grade Defined Opportunity Trust

29 hedge funds and large institutions have $26.5M invested in Western Asset Investment Grade Defined Opportunity Trust in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$5.53M 333,360 +70,956 +27%
UBS Group
2
UBS Group
Switzerland
$5.04M 304,203 -41,211 -12%
1CP
3
1607 Capital Partners
Virginia
$3.35M 202,100 +65,100 +48%
GC
4
Guggenheim Capital
Illinois
$2.25M 135,712 +37,292 +38%
Morgan Stanley
5
Morgan Stanley
New York
$2.04M 123,149 -1,936 -2%
Raymond James Financial
6
Raymond James Financial
Florida
$1.62M 97,949 -5,685 -5%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$1.42M 85,414 -253 -0.3%
WAM
8
Wolverine Asset Management
Illinois
$1.03M 61,965 -9,894 -14%
WA
9
Whipplewood Advisors
Colorado
$987K 59,514 +59,514 New
Wells Fargo
10
Wells Fargo
California
$847K 51,072 -3,620 -7%
Bank of America
11
Bank of America
North Carolina
$517K 31,205 +2,730 +10%
SFS
12
Shaker Financial Services
Virginia
$443K 26,623 +14,411 +118%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$379K 22,837 +22,837 New
Ameriprise
14
Ameriprise
Minnesota
$271K 16,340 -298 -2%
Stifel Financial
15
Stifel Financial
Missouri
$183K 11,049 +92 +0.8%
MWM
16
Melfa Wealth Management
Massachusetts
$173K 10,424
LPL Financial
17
LPL Financial
California
$167K 10,044 +25 +0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$117K 7,047 +19 +0.3%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$58.4K 3,525 +2,375 +207%
Comerica Bank
20
Comerica Bank
Texas
$31.5K 1,900
OW
21
Olistico Wealth
Oklahoma
$24.3K 1,468 +1,468 New
SIS
22
Sound Income Strategies
Florida
$17.5K 1,058 +14 +1%
SPIA
23
Steward Partners Investment Advisory
New York
$13.2K 799
AF
24
Advisornet Financial
Minnesota
$11.7K 708
ANBT
25
American National Bank & Trust
Texas
$9.52K 574 -145 -20%