IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Overview Fund Activity

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
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$5.53M
2
1CP
2
1607 Capital Partners
Virginia
$3.35M
3
WA
3
Whipplewood Advisors
Colorado
$987K
4
GC
4
Guggenheim Capital
Illinois
$2.25M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$379K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$5.04M
2
OHWP
2
Oak Harbor Wealth Partners
North Carolina
$0
3
DI
3
Diligent Investors
California
$0
4
WAM
4
Wolverine Asset Management
Illinois
$1.03M
5
Raymond James Financial
5
Raymond James Financial
Florida
$1.62M
Name Market Value Shares Shares
Change 		Shares
Change %
FIA
26
FNY Investment Advisers
New York
$4K 300 – –
NA
27
NewEdge Advisors
Louisiana
$3.73K 225 – –
Osaic Holdings
28
Osaic Holdings
Arizona
$3.46K 212 – –
Citigroup
29
Citigroup
New York
$17 1 – –
OHWP
30
Oak Harbor Wealth Partners
North Carolina
– – -14,740 Closed
DI
31
Diligent Investors
California
– – -10,000 Closed
HCP
32
Hexagon Capital Partners
Arkansas
– – -1,633 Closed
1
2