IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Overview Fund Activity

23 hedge funds and large institutions have $37.7M invested in Western Asset Investment Grade Defined Opportunity Trust in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
Cetera Advisor Networks
California
+$770K
2
Wells Fargo
Wells Fargo
California
+$319K
3
Morgan Stanley
Morgan Stanley
New York
+$237K
4
Bank of America
Bank of America
North Carolina
+$216K
5
DMC
Drexel Morgan & Co
Pennsylvania
+$208K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.01M
2
WAM
Wolverine Asset Management
Illinois
-$597K
3
RVPG
Relative Value Partners Group
-$547K
4
Stifel Financial
Stifel Financial
Missouri
-$343K
5
KIM
Karpus Investment Management
New York
-$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
26
Karpus Investment Management
New York
– -$201K -10,752 Closed
AIC
27
Ameritas Investment Company
Nebraska
– -$19K -1,009 Closed
1
2