IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Overview Fund Activity

38 hedge funds and large institutions have $64.9M invested in Western Asset Investment Grade Defined Opportunity Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$4.36M
2
SIA
2
Sit Investment Associates
Minnesota
$10.8M
3
Wells Fargo
3
Wells Fargo
California
$1.67M
4
UBS Group
4
UBS Group
Switzerland
$7.81M
5
COLIM
5
City of London Investment Management
United Kingdom
$369K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.98M
2
1CP
2
1607 Capital Partners
Virginia
$21.5M
3
AC
3
Almitas Capital
California
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$322K
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$188K +$188K +11,131 New
DI
27
Diligent Investors
California
$186K -$8.47K -500 -4%
Invesco
28
Invesco
Georgia
$180K +$180K +10,650 New
First Manhattan
29
First Manhattan
New York
$127K -$28.8K -1,700 -18%
CA
30
Clearstead Advisors
Ohio
$39.8K +$39.8K +2,350 New
Osaic Holdings
31
Osaic Holdings
Arizona
$39.1K +$1.66K +98 +4%
HCP
32
Hexagon Capital Partners
Arkansas
$27.6K – – –
BAM
33
Belpointe Asset Management
Nevada
$17.2K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$13.5K – – –
AF
35
Advisornet Financial
Minnesota
$11.9K – – –
HNB
36
Huntington National Bank
Ohio
$10.2K -$9.77K – –
FIA
37
FNY Investment Advisers
New York
$5K +$5K +300 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$3K +$3K +159 New
Citigroup
39
Citigroup
New York
$17 – – –
AC
40
Almitas Capital
California
– -$174K -10,700 Closed
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
– -$61K -3,800 Closed
AF
42
Allworth Financial
California
– -$4.88K -300 Closed
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