IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Overview Fund Activity

25 hedge funds and large institutions have $31.2M invested in Western Asset Investment Grade Defined Opportunity Trust in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UR
USCA RIA
Texas
+$2.86M
2
1CP
1607 Capital Partners
Virginia
+$2.45M
3
WAM
Wolverine Asset Management
Illinois
+$1.02M
4
SIA
Sit Investment Associates
Minnesota
+$441K
5
COLIM
City of London Investment Management
United Kingdom
+$239K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.72M
2
First Manhattan
First Manhattan
New York
-$743K
3
Bank of America
Bank of America
North Carolina
-$304K
4
LPL Financial
LPL Financial
California
-$264K
5
DMC
Drexel Morgan & Co
Pennsylvania
-$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
– -$264K -12,652 Closed
DMC
27
Drexel Morgan & Co
Pennsylvania
– -$201K -9,615 Closed
AWM
28
Aevitas Wealth Management
Massachusetts
– -$131K -6,292 Closed
FWM
29
Focused Wealth Management
New York
– -$10K -478 Closed
1
2