IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Overview Fund Activity

25 hedge funds and large institutions have $42.6M invested in Western Asset Investment Grade Defined Opportunity Trust in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.47M
3
WAM
3
Wolverine Asset Management
Illinois
$697K
4
RJA
4
Raymond James & Associates
Florida
$1.13M
5
Ameriprise
5
Ameriprise
Minnesota
$211K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$844K
2
UBS Group
2
UBS Group
Switzerland
$9.52M
3
Wells Fargo
3
Wells Fargo
California
$765K
4
LPL Financial
4
LPL Financial
California
$0
5
OHWP
5
Oak Harbor Wealth Partners
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
– -$224K -10,228 Closed
OHWP
27
Oak Harbor Wealth Partners
North Carolina
– -$222K -10,135 Closed
LC
28
Lindbrook Capital
California
– -$109K -5,000 Closed
1
2