IGI

Western Asset Investment Grade Defined Opportunity Trust

36 hedge funds and large institutions have $80.1M invested in Western Asset Investment Grade Defined Opportunity Trust in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HCP
26
Hexagon Capital Partners
Arkansas
$29.4K 1,633
Comerica Bank
27
Comerica Bank
Texas
$21.6K 1,200
SIS
28
Sound Income Strategies
Florida
$18.3K 1,018 +4 +0.4%
SPIA
29
Steward Partners Investment Advisory
New York
$14.4K 799
AF
30
Advisornet Financial
Minnesota
$12.8K 708
FIA
31
FNY Investment Advisers
New York
$5K 300 +300 New
Osaic Holdings
32
Osaic Holdings
Arizona
$4.34K 241 -319 -57%
NA
33
NewEdge Advisors
Louisiana
$4.05K 225
Jones Financial Companies
34
Jones Financial Companies
Missouri
$2.69K 150 +150 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$23 1 -439 -100%
Citigroup
36
Citigroup
New York
$18 1
HC
37
Hara Capital
Washington
-204,560 Closed
AW
38
Atlas Wealth
Ohio
-132,578 Closed
PMG
39
Private Management Group
California
-101,497 Closed
Stifel Financial
40
Stifel Financial
Missouri
-40,503 Closed
FAG
41
Fortitude Advisory Group
Washington
-15,463 Closed
LCM
42
Landscape Capital Management
New Jersey
-14,625 Closed
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
-13,571 Closed
Invesco
44
Invesco
Georgia
-11,945 Closed
VWM
45
Valley Wealth Managers
New Jersey
-600 Closed
CFGS
46
Concourse Financial Group Securities
Alabama