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.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
14% more capital invested
Capital invested by funds: $20.6M → $23.5M (+$2.8M)
11.94% more ownership
Funds ownership: 11.67% → 23.61% (+12%)
7% more funds holding
Funds holding: 28 → 30 (+2)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.62M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$730K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$719K |
| 4 |
LPL Financial
San Diego,
California
|
+$166K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$465K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$192K |
| 3 |
OHWP
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
-$78.7K |
| 4 |
Morgan Stanley
New York
|
-$75K |
| 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 | +$4.97K | +300 | New |
|
|
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
| – | -$192K | -11,774 | Closed |
|
|
HC
32
Hara Capital
Bellevue,
Washington
| – | -$28K | -1,714 | Closed |
|
IGI Hedge Fund Activity: Q1 2025 in Review
30 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Western Asset Investment Grade Defined Opportunity Trust (IGI) for Q1 2025, worth a combined $23.5M — up 14% from $20.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IGI positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 10 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $1.62M. The largest seller was Wells Fargo, cutting an estimated $465K.
- 30 institutional investors held Western Asset Investment Grade Defined Opportunity Trust (IGI) as of Q1 2025, up from 28 in Q4 2024.
- Funds reported $23.5M of Western Asset Investment Grade Defined Opportunity Trust stock for Q1 2025, up 14% quarter-over-quarter.
- 4 funds opened new Western Asset Investment Grade Defined Opportunity Trust positions in Q1 2025 and 2 closed out, a net change of +2 holders.
- The largest Western Asset Investment Grade Defined Opportunity Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $1.62M added.
- The largest Western Asset Investment Grade Defined Opportunity Trust seller in Q1 2025 was Wells Fargo, an estimated $465K sold.
Based on aggregated 13F filings for Q1 2025.