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.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
3% less funds holding
Funds holding: 30 → 29 (-1)
Holders
29
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.18M | |
| 2 | +$1.08M | |
| 3 | +$987K | |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$618K |
| 5 |
Rockefeller Capital Management
New York
|
+$379K |
Top Sellers
| 1 | -$683K | |
| 2 | -$244K | |
| 3 | -$166K | |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$164K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$94.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
26
FNY Investment Advisers
New York
| $4K |
|
|||
|
NA
27
NewEdge Advisors
New Orleans,
Louisiana
| $3.73K |
|
|||
28
Osaic Holdings
Scottsdale,
Arizona
| $3.46K |
|
|||
29
Citigroup
New York
| $17 |
|
|||
|
OHWP
30
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| – |
|
|||
|
DI
31
Diligent Investors
Redlands,
California
| – |
|
|||
|
HCP
32
Hexagon Capital Partners
Rogers,
Arkansas
| – |
|