IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Overview Fund Activity

23 hedge funds and large institutions have $32.1M invested in Western Asset Investment Grade Defined Opportunity Trust in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.31M
2
Invesco
Invesco
Georgia
+$295K
3
UR
USCA RIA
Texas
+$252K
4
SIA
Sit Investment Associates
Minnesota
+$142K
5
GC
Guggenheim Capital
Illinois
+$135K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$2.37M
2
WAM
Wolverine Asset Management
Illinois
-$1.02M
3
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$94K
4
CAN
Cetera Advisor Networks
California
-$54.9K
5
RJA
Raymond James & Associates
Florida
-$41.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
26
Ameritas Investment Company
Nebraska
– -$19K -1,009 Closed
1
2