IGI

Western Asset Investment Grade Defined Opportunity Trust

25 hedge funds and large institutions have $39.5M invested in Western Asset Investment Grade Defined Opportunity Trust in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$16.5M +$891K +39,853 +6%
Morgan Stanley
2
Morgan Stanley
New York
$3.72M +$349K +15,617 +10%
CAN
3
Cetera Advisor Networks
California
$3.14M +$625K +27,953 +25%
UR
4
USCA RIA
Texas
$2.58M -$675K -30,210 -21%
Invesco
5
Invesco
Georgia
$2.25M +$250K +11,198 +13%
SIA
6
Sit Investment Associates
Minnesota
$2.22M +$1.23M +55,000 +125%
First Manhattan
7
First Manhattan
New York
$1.93M -$89.4K -4,000 -4%
GC
8
Guggenheim Capital
Illinois
$1.44M -$2.08K -93 -0.1%
Wells Fargo
9
Wells Fargo
California
$1.19M +$156K +6,969 +15%
Bank of America
10
Bank of America
North Carolina
$1.19M -$130K -5,798 -10%
RJA
11
Raymond James & Associates
Florida
$624K +$55.5K +2,483 +10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$596K +$2.89K +129 +0.5%
Citigroup
13
Citigroup
New York
$485K +$264K +11,817 +119%
DAS
14
Dynamic Advisor Solutions
Arizona
$393K +$32.2K +1,440 +9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$245K +$88.4K +3,950 +56%
Stifel Financial
16
Stifel Financial
Missouri
$227K +$227K +10,173 New
DMC
17
Drexel Morgan & Co
Pennsylvania
$215K
SFS
18
Shaker Financial Services
Virginia
$215K +$215K +9,635 New
SPIA
19
Steward Partners Investment Advisory
New York
$132K -$22.3K -1,000 -14%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$84K +$84K +3,800 New
FIA
21
FNY Investment Advisers
New York
$41K +$41K +1,850 New
FCMT
22
Founders Capital Management (Texas)
Texas
$20K +$20K +1,000 New
VFA
23
Valeo Financial Advisors
Indiana
$15K
Osaic Holdings
24
Osaic Holdings
Arizona
$5K
AWA
25
Arkadios Wealth Advisors
Georgia
$2K +$2K +103 New