IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Overview Fund Activity

37 hedge funds and large institutions have $78.5M invested in Western Asset Investment Grade Defined Opportunity Trust in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Almitas Capital
California
$3.58M
2
AW
2
Atlas Wealth
Ohio
$2.27M
3
Jane Street
3
Jane Street
New York
$1.94M
4
KIM
4
Karpus Investment Management
New York
$10.4M
5
HC
5
Hara Capital
Washington
$3.49M

Top Sellers

1
MSAM
1
Moloney Securities Asset Management
Missouri
$0
2
SIA
2
Sit Investment Associates
Minnesota
$13.6M
3
RVPG
3
Relative Value Partners Group
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
GC
5
Guggenheim Capital
Illinois
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$190K 11,131 – –
DI
27
Diligent Investors
California
$171K 10,000 – –
HCP
28
Hexagon Capital Partners
Arkansas
$27.9K 1,633 – –
Comerica Bank
29
Comerica Bank
Texas
$20.5K 1,200 – –
SIS
30
Sound Income Strategies
Florida
$17.3K 1,014 +1,014 New
SPIA
31
Steward Partners Investment Advisory
New York
$13.6K 799 – –
AF
32
Advisornet Financial
Minnesota
$12.1K 708 – –
VWM
33
Valley Wealth Managers
New Jersey
$10.2K 600 +600 New
Osaic Holdings
34
Osaic Holdings
Arizona
$9.56K 560 -2,000 -78%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$7.51K 440 +4 +0.9%
NA
36
NewEdge Advisors
Louisiana
$3.84K 225 – –
Citigroup
37
Citigroup
New York
$17 1 – –
MSAM
38
Moloney Securities Asset Management
Missouri
– – -122,862 Closed
RVPG
39
Relative Value Partners Group
– – -50,338 Closed
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
– – -18,813 Closed
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
– – -13,395 Closed
First Trust Advisors
42
First Trust Advisors
Illinois
– – -12,113 Closed
Ameriprise
43
Ameriprise
Minnesota
– – -10,885 Closed
FIA
44
FNY Investment Advisers
New York
– – -300 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
1
2