IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Overview Fund Activity

24 hedge funds and large institutions have $33.7M invested in Western Asset Investment Grade Defined Opportunity Trust in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$205K
2
AWM
2
Aevitas Wealth Management
Massachusetts
$139K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.87M
4
Bank of America
4
Bank of America
North Carolina
$4.75M
5
GC
5
Guggenheim Capital
Illinois
$878K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
DA
2
Doliver Advisors
Texas
$288K
3
Invesco
3
Invesco
Georgia
$1.46M
4
FMA
4
FNY Managed Accounts
New York
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$22K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$16.2M 709,673 -556 -0.1%
Bank of America
2
Bank of America
North Carolina
$4.75M 207,790 +5,222 +3%
First Manhattan
3
First Manhattan
New York
$3.04M 132,986 – –
Morgan Stanley
4
Morgan Stanley
New York
$2.87M 125,735 +5,549 +5%
Invesco
5
Invesco
Georgia
$1.46M 63,809 -11,760 -16%
CAN
6
Cetera Advisor Networks
California
$1.31M 57,069 +1,369 +2%
GC
7
Guggenheim Capital
Illinois
$878K 38,423 +3,773 +11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$617K 27,000 +850 +3%
RJA
9
Raymond James & Associates
Florida
$457K 19,976 -250 -1%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$357K 15,634 +8 +0.1%
YP
11
Yellowstone Partners
Idaho
$324K 14,169 +21 +0.1%
DA
12
Doliver Advisors
Texas
$288K 12,612 -15,646 -55%
Wells Fargo
13
Wells Fargo
California
$229K 10,020 +634 +7%
Citigroup
14
Citigroup
New York
$226K 9,894 – –
DMC
15
Drexel Morgan & Co
Pennsylvania
$220K 9,615 – –
RJFSA
16
Raymond James Financial Services Advisors
Florida
$205K 8,957 +8,957 New
AWM
17
Aevitas Wealth Management
Massachusetts
$139K 6,089 +6,089 New
VFA
18
Valeo Financial Advisors
Indiana
$32K 1,407 – –
PWM
19
Perigon Wealth Management
California
$25K 1,088 +7 +0.6%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$22K 952 -800 -46%
FWM
21
Focused Wealth Management
New York
$17K 728 – –
IA
22
IFP Advisors
Florida
$15K 645 – –
FCMT
23
Founders Capital Management (Texas)
Texas
$11K 500 – –
AG
24
Advisor Group
Arizona
$5K 212 +212 New
SFSIG
25
San Francisco Sentry Investment Group
California
– – – –
1
2