Western Asset Investment Grade Defined Opportunity Trust
28 hedge funds and large institutions have $42.9M invested in Western Asset Investment Grade Defined Opportunity Trust in 2026 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
31% more capital inflows, than outflows
Capital inflows: $4.77M | Capital outflows: $3.63M
12% more funds holding
Funds holding: 25 → 28 (+3)
1.18% more ownership
Funds ownership: 43.29% → 44.46% (+1.2%)
62% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Karpus Investment Management
Pittsford,
New York
|
+$2.35M |
| 2 |
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$1.21M |
| 3 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$862K |
| 4 |
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
+$195K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$93.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1607 Capital Partners
Richmond,
Virginia
|
-$1.21M |
| 2 |
Wolverine Asset Management
Chicago,
Illinois
|
-$909K |
| 3 |
Guggenheim Capital
Chicago,
Illinois
|
-$879K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$120K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$113K |
IGI Hedge Fund Activity: Q2 2026 in Review
28 of the 8,362 institutional investors tracked by Wall St. Rank reported a position in Western Asset Investment Grade Defined Opportunity Trust (IGI) for Q2 2026, worth a combined $42.9M — up 2.9% from $41.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IGI positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 13 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $2.35M. The largest seller was 1607 Capital Partners, cutting an estimated $1.21M.
- 28 institutional investors held Western Asset Investment Grade Defined Opportunity Trust (IGI) as of Q2 2026, up from 25 in Q1 2026.
- Funds reported $42.9M of Western Asset Investment Grade Defined Opportunity Trust stock for Q2 2026, up 2.9% quarter-over-quarter.
- 4 funds opened new Western Asset Investment Grade Defined Opportunity Trust positions in Q2 2026 and 1 closed out, a net change of +3 holders.
- The largest Western Asset Investment Grade Defined Opportunity Trust buyer in Q2 2026 was Karpus Investment Management, an estimated $2.35M added.
- The largest Western Asset Investment Grade Defined Opportunity Trust seller in Q2 2026 was 1607 Capital Partners, an estimated $1.21M sold.
Based on aggregated 13F filings for Q2 2026.