IGI

Western Asset Investment Grade Defined Opportunity Trust

23 hedge funds and large institutions have $33.4M invested in Western Asset Investment Grade Defined Opportunity Trust in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$15.8M 725,230 -60,581 -8%
Bank of America
2
Bank of America
North Carolina
$4.43M 203,264 +5,497 +3%
First Manhattan
3
First Manhattan
New York
$2.76M 126,986
Morgan Stanley
4
Morgan Stanley
New York
$2.57M 117,853 -3,347 -3%
Invesco
5
Invesco
Georgia
$1.72M 78,793 -5,747 -7%
CAN
6
Cetera Advisor Networks
California
$1.24M 56,678 +570 +1%
DA
7
Doliver Advisors
Texas
$820K 37,650 -8,141 -18%
RCM
8
Robinson Capital Management
Michigan
$815K 37,420 +37,420 New
GC
9
Guggenheim Capital
Illinois
$586K 26,921 +4,004 +17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$542K 24,900 -445 -2%
SFG
11
StrategIQ Financial Group
Indiana
RJA
12
Raymond James & Associates
Florida
$460K 21,151 +1,940 +10%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$340K 15,620 +15,120 +3,024%
Citigroup
14
Citigroup
New York
$215K 9,894
DMC
15
Drexel Morgan & Co
Pennsylvania
$209K 9,615 +9,615 New
SG Americas Securities
16
SG Americas Securities
New York
$139K 6,402 -4,113 -39%
Wells Fargo
17
Wells Fargo
California
$139K 6,386 +2,214 +53%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$38K 1,752
FWM
19
Focused Wealth Management
New York
$16K 728
IA
20
IFP Advisors
Florida
$14K 645 +645 New
FCMT
21
Founders Capital Management (Texas)
Texas
$11K 500
AWMS
22
Advocacy Wealth Management Services
Georgia
$4K 175 +175 New
SFSIG
23
San Francisco Sentry Investment Group
California
PCM
24
Penserra Capital Management
California
$3K 167 +15 +10%
NFG
25
Next Financial Group
Texas
$1K 50