IGI

Western Asset Investment Grade Defined Opportunity Trust

23 hedge funds and large institutions have $36.6M invested in Western Asset Investment Grade Defined Opportunity Trust in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 0 closing their positions.

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$13.4M 593,054 +41,203 +7%
First Manhattan
2
First Manhattan
New York
$8.07M 357,273
Bank of America
3
Bank of America
North Carolina
$4.12M 182,158 +16,815 +10%
Morgan Stanley
4
Morgan Stanley
New York
$2.56M 113,441 +13,313 +13%
Invesco
5
Invesco
Georgia
$2M 88,567 -623 -0.7%
CAN
6
Cetera Advisor Networks
California
$1.88M 83,060 +37,391 +82%
GC
7
Guggenheim Capital
Illinois
$780K 34,530 -3,707 -10%
LPL Financial
8
LPL Financial
California
$564K 24,666 +4,261 +21%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$522K 23,096 -645 -3%
AWMS
10
Advocacy Wealth Management Services
Georgia
$473K 20,942 -28,400 -58%
RJA
11
Raymond James & Associates
Florida
$417K 18,430 +885 +5%
YP
12
Yellowstone Partners
Idaho
$321K 14,183 +1,517 +12%
Ameriprise
13
Ameriprise
Minnesota
$297K 13,121 +2,405 +22%
SFG
14
StrategIQ Financial Group
Indiana
RJFSA
15
Raymond James Financial Services Advisors
Florida
$229K 10,116 +10,116 New
Citigroup
16
Citigroup
New York
$224K 9,894
DMC
17
Drexel Morgan & Co
Pennsylvania
$217K 9,615
Wells Fargo
18
Wells Fargo
California
$115K 5,079 -1,398 -22%
MFS
19
MSI Financial Services
Massachusetts
$77K 3,411 +542 +19%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$40K 1,752 -728 -29%
FWM
21
Focused Wealth Management
New York
$16K 728
TRCT
22
Tower Research Capital (TRC)
New York
$7K 294 -92 -24%
PCM
23
Penserra Capital Management
California
$4K 211 +92 +77%
NFG
24
Next Financial Group
Texas
$3K 150