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IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

15 hedge funds and large institutions have $34.7M invested in Western Asset Investment Grade Defined Opportunity Trust in 2013 Q2 according to their latest regulatory filings, with 15 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

15.38% more ownership

Funds ownership: 0% → 15.38% (+15%)

Holders
15
Holders Change
+15
Holders Change %
–
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
1
First Manhattan
New York
$11.6M +$12.4M +557,703 New
U
2
UBS
Switzerland
$9.8M +$10.4M +466,454 New
GC
3
Guggenheim Capital
Illinois
$4.8M +$5.08M +228,389 New
Bank of America
4
Bank of America
North Carolina
$4.72M +$5M +224,746 New
Morgan Stanley
5
Morgan Stanley
New York
$1.43M +$1.51M +67,964 New
Invesco
6
Invesco
Georgia
$992K +$1.05M +47,175 New
Wells Fargo
7
Wells Fargo
California
$508K +$538K +24,159 New
Citigroup
8
Citigroup
New York
$340K +$360K +16,154 New
HighTower Advisors
9
HighTower Advisors
Illinois
$204K +$216K +9,691 New
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$105K +$111K +5,000 New
Ameriprise
11
Ameriprise
Minnesota
$47K +$49.5K +2,226 New
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$23K +$24.5K +1,100 New
TRCT
13
Tower Research Capital (TRC)
New York
$23K +$24.5K +1,100 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$17K +$18.4K +826 New
MFS
15
MSI Financial Services
Massachusetts
$14K +$14.5K +650 New

IGI Hedge Fund Activity: Q2 2013 in Review

15 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Western Asset Investment Grade Defined Opportunity Trust (IGI) for Q2 2013, worth a combined $34.7M.

Buyers outnumbered sellers: 15 funds opened new IGI positions and 0 closed out — a net gain of 15 holders — while 0 added to existing stakes and 0 trimmed.

  • 15 institutional investors held Western Asset Investment Grade Defined Opportunity Trust (IGI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $34.7M of Western Asset Investment Grade Defined Opportunity Trust stock for Q2 2013.
  • 15 funds opened new Western Asset Investment Grade Defined Opportunity Trust positions in Q2 2013 and 0 closed out, a net change of +15 holders.

Based on aggregated 13F filings for Q2 2013.