IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Overview Fund Activity

29 hedge funds and large institutions have $26.5M invested in Western Asset Investment Grade Defined Opportunity Trust in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$1.18M
2
1CP
1607 Capital Partners
Virginia
+$1.08M
3
WA
Whipplewood Advisors
Colorado
+$987K
4
GC
Guggenheim Capital
Illinois
+$618K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$379K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$683K
2
OHWP
Oak Harbor Wealth Partners
North Carolina
-$244K
3
DI
Diligent Investors
California
-$166K
4
WAM
Wolverine Asset Management
Illinois
-$164K
5
Raymond James Financial
Raymond James Financial
Florida
-$94.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
26
FNY Investment Advisers
New York
$4K – – –
NA
27
NewEdge Advisors
Louisiana
$3.73K – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$3.46K – – –
Citigroup
29
Citigroup
New York
$17 – – –
OHWP
30
Oak Harbor Wealth Partners
North Carolina
– -$244K -14,740 Closed
DI
31
Diligent Investors
California
– -$166K -10,000 Closed
HCP
32
Hexagon Capital Partners
Arkansas
– -$27.1K -1,633 Closed
1
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