IGI
Western Asset Investment Grade Defined Opportunity Trust
26 hedge funds and large institutions have $31.3M invested in Western Asset Investment Grade Defined Opportunity Trust in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Holders
26
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.29M | |
| 2 | +$2.06M | |
| 3 | +$492K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$388K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$110K |
Top Sellers
| 1 | -$167K | |
| 2 | -$151K | |
| 3 | -$122K | |
| 4 |
Morgan Stanley
New York
|
-$96.1K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$71K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $17 |
|
|||
27
LPL Financial
San Diego,
California
| – |
|
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|
OW
28
Olistico Wealth
Tulsa,
Oklahoma
| – |
|
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|
SIS
29
Sound Income Strategies
Ft Lauderdale,
Florida
| – |
|
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|
ANBT
30
American National Bank & Trust
Wichita Falls,
Texas
| – |
|