IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Overview Fund Activity

24 hedge funds and large institutions have $33.7M invested in Western Asset Investment Grade Defined Opportunity Trust in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$205K
2
Morgan Stanley
Morgan Stanley
New York
$2.87M
3
Bank of America
Bank of America
North Carolina
$4.75M
4
GC
Guggenheim Capital
Illinois
$878K
5
CAN
Cetera Advisor Networks
California
$1.31M

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$0
2
SFG
StrategIQ Financial Group
Indiana
$0
3
DA
Doliver Advisors
Texas
$288K
4
Invesco
Invesco
Georgia
$1.46M
5
FMA
FNY Managed Accounts
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
26
Robinson Capital Management
Michigan
– -$629K -29,656 Closed
FMA
27
FNY Managed Accounts
New York
– -$144K -6,800 Closed
SFG
28
StrategIQ Financial Group
Indiana
– -$509K – –
1
2