IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Overview Fund Activity

32 hedge funds and large institutions have $55.9M invested in Western Asset Investment Grade Defined Opportunity Trust in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$9.12M
2
1CP
2
1607 Capital Partners
Virginia
$20.8M
3
PMG
3
Private Management Group
California
$2.66M
4
MSAM
4
Moloney Securities Asset Management
Missouri
$1.29M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$532K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.14M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.07M
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
GC
4
Guggenheim Capital
Illinois
$779K
5
FIA
5
FNY Investment Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$36K 2,212 – –
HCP
27
Hexagon Capital Partners
Arkansas
$26.6K 1,633 – –
BAM
28
Belpointe Asset Management
Nevada
$16.5K 1,014 +1,014 New
SPIA
29
Steward Partners Investment Advisory
New York
$13K 799 -66 -8%
AF
30
Advisornet Financial
Minnesota
$11.4K 700 – –
HNB
31
Huntington National Bank
Ohio
– – – –
AF
32
Allworth Financial
California
$4.88K 300 +300 New
Citigroup
33
Citigroup
New York
$16 1 – –
RCM
34
Rivernorth Capital Management
Florida
– – -18,270 Closed
FIA
35
FNY Investment Advisers
New York
– – -200 Closed
CFGS
36
Concourse Financial Group Securities
Alabama
– – – –
1
2