IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Overview Fund Activity

28 hedge funds and large institutions have $20.6M invested in Western Asset Investment Grade Defined Opportunity Trust in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 13 closing their positions.

Holders
28
Holders Change
-8
Holders Change %
-22.22%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
4
Reduced
10
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$1.72M
2
WAM
2
Wolverine Asset Management
Illinois
$1.04M
3
SFS
3
Shaker Financial Services
Virginia
$201K
4
Wells Fargo
4
Wells Fargo
California
$1.35M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$192K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$2.69M
2
KIM
2
Karpus Investment Management
New York
$0
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$0
4
1CP
4
1607 Capital Partners
Virginia
$1.52M
5
AC
5
Almitas Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$3.67K 225 – –
Osaic Holdings
27
Osaic Holdings
Arizona
$3.46K 212 -29 -12%
Citigroup
28
Citigroup
New York
$16 1 – –
KIM
29
Karpus Investment Management
New York
– – -582,641 Closed
Allspring Global Investments
30
Allspring Global Investments
North Carolina
– – -558,706 Closed
AC
31
Almitas Capital
California
– – -338,857 Closed
Jane Street
32
Jane Street
New York
– – -209,405 Closed
IA
33
Icon Advisers
Colorado
– – -77,232 Closed
YCM
34
Yakira Capital Management
Connecticut
– – -32,615 Closed
AIA
35
Absolute Investment Advisers
Florida
– – -30,494 Closed
QL
36
Quarry LP
New York
– – -11,804 Closed
LPL Financial
37
LPL Financial
California
– – -11,259 Closed
WA
38
Waverly Advisors
Alabama
– – -11,131 Closed
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
– – -10,574 Closed
FIA
40
FNY Investment Advisers
New York
– – -300 Closed
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
– – -1 Closed
CFGS
42
Concourse Financial Group Securities
Alabama
– – – –
1
2