IGI
Western Asset Investment Grade Defined Opportunity Trust
30 hedge funds and large institutions have $23.5M invested in Western Asset Investment Grade Defined Opportunity Trust in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Holders
30
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.62M | |
| 2 | +$731K | |
| 3 | +$720K | |
| 4 |
LPL Financial
San Diego,
California
|
+$166K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$137K |
Top Sellers
| 1 | -$466K | |
| 2 | -$192K | |
| 3 | -$78.8K | |
| 4 |
Morgan Stanley
New York
|
-$75.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$51.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Advisornet Financial
Minnetonka,
Minnesota
| $11.7K |
|
|||
|
FIA
27
FNY Investment Advisers
New York
| $4K |
|
|||
|
NA
28
NewEdge Advisors
New Orleans,
Louisiana
| $3.73K |
|
|||
29
Osaic Holdings
Scottsdale,
Arizona
| $3.51K |
|
|||
30
Citigroup
New York
| $17 |
|
|||
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – |
|
|||
|
HC
32
Hara Capital
Bellevue,
Washington
| – |
|