IGI

Western Asset Investment Grade Defined Opportunity Trust

22 hedge funds and large institutions have $48.5M invested in Western Asset Investment Grade Defined Opportunity Trust in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$16.7M 794,273 +794,273 New
First Manhattan
2
First Manhattan
New York
$15M 712,249
SIA
3
Sit Investment Associates
Minnesota
$4.52M 215,364 -116,500 -35%
Bank of America
4
Bank of America
North Carolina
$4.14M 197,002 -29,379 -13%
GC
5
Guggenheim Capital
Illinois
$2M 95,378 -11,865 -11%
Morgan Stanley
6
Morgan Stanley
New York
$1.96M 93,130 +5,411 +6%
Invesco
7
Invesco
Georgia
$1.46M 69,448 +3,383 +5%
CAN
8
Cetera Advisor Networks
California
$1.05M 49,897 +3,112 +7%
SG Americas Securities
9
SG Americas Securities
New York
$280K 13,328 +13,328 New
Citigroup
10
Citigroup
New York
$269K 12,831
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$257K 12,214 -1,086 -8%
RJA
12
Raymond James & Associates
Florida
$253K 12,050 +12,050 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$214K 10,189 -2,460 -19%
DMC
14
Drexel Morgan & Co
Pennsylvania
$202K 9,615 +9,615 New
Wells Fargo
15
Wells Fargo
California
$152K 7,264 +1,528 +27%
FWM
16
Focused Wealth Management
New York
$34K 1,628
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$34K 1,628
FAM
18
Formidable Asset Management
Ohio
$11K 500
BIM
19
BlackRock Investment Management
Delaware
$6K 291 +291 New
TRCT
20
Tower Research Capital (TRC)
New York
$6K 300 +300 New
NPC
21
National Planning Corporation
California
$4.47K 212 +212 New
NFG
22
Next Financial Group
Texas
$3K 150
1CP
23
1607 Capital Partners
Virginia
-37,335 Closed
Ameriprise
24
Ameriprise
Minnesota
-2,226 Closed
MAA
25
Managed Account Advisors
New Jersey
-3 Closed