IGI

Western Asset Investment Grade Defined Opportunity Trust

21 hedge funds and large institutions have $41M invested in Western Asset Investment Grade Defined Opportunity Trust in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
5
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
First Manhattan
1
First Manhattan
New York
$13.1M 648,776 +45 +0%
U
2
UBS
Switzerland
$8.77M 434,046 -32,934 -7%
Bank of America
3
Bank of America
North Carolina
$4.52M 223,861 +9,518 +4%
SCM
4
Saba Capital Management
New York
$4.13M 204,269 +204,269 New
GC
5
Guggenheim Capital
Illinois
$3.63M 179,787 -34,067 -16%
Morgan Stanley
6
Morgan Stanley
New York
$1.5M 74,050 +10,915 +17%
VKH
7
Virtu KCG Holdings
New York
$1.07M 52,709 +52,709 New
Invesco
8
Invesco
Georgia
$1.06M 52,584 -632 -1%
Wells Fargo
9
Wells Fargo
California
$894K 44,240 +29,062 +191%
CAN
10
Cetera Advisor Networks
California
$727K 36,295 +36,295 New
KIM
11
Karpus Investment Management
New York
$382K 18,912 +18,912 New
AQR Capital Management
12
AQR Capital Management
Connecticut
$307K 15,220 +15,220 New
Citigroup
13
Citigroup
New York
$259K 12,834 -3,320 -21%
Goldman Sachs
14
Goldman Sachs
New York
$221K 10,946 -53 -0.5%
PPA
15
Parametric Portfolio Associates
Washington
$215K 10,643 +10,643 New
TRCT
16
Tower Research Capital (TRC)
New York
$126K 6,234 +5,337 +595%
Ameriprise
17
Ameriprise
Minnesota
$45K 2,226
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$11K 544 -907 -63%
FAM
19
Formidable Asset Management
Ohio
$10K 500
FHA
20
First Horizon Advisors
Tennessee
$10K 475 +475 New
BIM
21
BlackRock Investment Management
Delaware
$9K 458 +458 New
DA
22
Doliver Advisors
Texas
-35,872 Closed
SFS
23
Shaker Financial Services
Virginia
-19,717 Closed
SG Americas Securities
24
SG Americas Securities
New York
-8,320 Closed
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
-5,000 Closed