IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Overview Fund Activity

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
Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$1.62M
2
1CP
1607 Capital Partners
Virginia
+$731K
3
GC
Guggenheim Capital
Illinois
+$720K
4
LPL Financial
LPL Financial
California
+$166K
5
WAM
Wolverine Asset Management
Illinois
+$137K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$466K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$192K
3
OHWP
Oak Harbor Wealth Partners
North Carolina
-$78.8K
4
Morgan Stanley
Morgan Stanley
New York
-$75.1K
5
UBS Group
UBS Group
Switzerland
-$51.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Advisornet Financial
Minnesota
$11.7K – – –
FIA
27
FNY Investment Advisers
New York
$4K +$4K +300 New
NA
28
NewEdge Advisors
Louisiana
$3.73K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$3.51K – – –
Citigroup
30
Citigroup
New York
$17 – – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
– -$192K -11,774 Closed
HC
32
Hara Capital
Washington
– -$28K -1,714 Closed
1
2