IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Overview Fund Activity

29 hedge funds and large institutions have $42.5M invested in Western Asset Investment Grade Defined Opportunity Trust in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$3.15M
2
1CP
2
1607 Capital Partners
Virginia
$17.5M
3
PMG
3
Private Management Group
California
$980K
4
MSAM
4
Moloney Securities Asset Management
Missouri
$683K
5
Stifel Financial
5
Stifel Financial
Missouri
$585K

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.11M
3
First Manhattan
3
First Manhattan
New York
$140K
4
UBS Group
4
UBS Group
Switzerland
$7.18M
5
GC
5
Guggenheim Capital
Illinois
$737K
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$13K 865 – –
AF
27
Advisornet Financial
Minnesota
$11K 700 – –
HNB
28
Huntington National Bank
Ohio
– – – –
FIA
29
FNY Investment Advisers
New York
$3K 200 – –
Invesco
30
Invesco
Georgia
– – -104,129 Closed
Citigroup
31
Citigroup
New York
$0 1 – –
CFGS
32
Concourse Financial Group Securities
Alabama
– – – –
1
2