IGI

Western Asset Investment Grade Defined Opportunity Trust

19 hedge funds and large institutions have $42.7M invested in Western Asset Investment Grade Defined Opportunity Trust in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$16.2M 775,100 -19,173 -2%
First Manhattan
2
First Manhattan
New York
$14.8M 707,249 -5,000 -0.7%
Bank of America
3
Bank of America
North Carolina
$4.24M 202,785 +5,783 +3%
GC
4
Guggenheim Capital
Illinois
$1.98M 94,894 -484 -0.5%
Morgan Stanley
5
Morgan Stanley
New York
$1.9M 90,771 -2,359 -3%
Invesco
6
Invesco
Georgia
$1.29M 61,651 -7,797 -11%
CAN
7
Cetera Advisor Networks
California
$990K 47,142 -2,755 -6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$259K 12,364 +2,175 +21%
RJA
9
Raymond James & Associates
Florida
$242K 11,550 -500 -4%
Citigroup
10
Citigroup
New York
$207K 9,894 -2,937 -23%
DMC
11
Drexel Morgan & Co
Pennsylvania
$201K 9,615
Wells Fargo
12
Wells Fargo
California
$158K 7,545 +281 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$91K 4,350 -7,864 -64%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$41K 1,988 +360 +22%
TRCT
15
Tower Research Capital (TRC)
New York
$31K 1,500 +1,200 +400%
MFS
16
MSI Financial Services
Massachusetts
$28K 1,355 +1,355 New
FWM
17
Focused Wealth Management
New York
$15K 728 -900 -55%
FAM
18
Formidable Asset Management
Ohio
$10K 500
NFG
19
Next Financial Group
Texas
$3K 150
SIA
20
Sit Investment Associates
Minnesota
-215,364 Closed
SG Americas Securities
21
SG Americas Securities
New York
-13,328 Closed
BIM
22
BlackRock Investment Management
Delaware
-291 Closed
NPC
23
National Planning Corporation
California
-212 Closed