IGI

Western Asset Investment Grade Defined Opportunity Trust

23 hedge funds and large institutions have $36.7M invested in Western Asset Investment Grade Defined Opportunity Trust in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
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
$15M 701,388 -36,926 -5%
Morgan Stanley
2
Morgan Stanley
New York
$3.42M 159,687 -6,783 -4%
CAN
3
Cetera Advisor Networks
California
$3.2M 149,377 +9,185 +7%
SIA
4
Sit Investment Associates
Minnesota
$2.63M 122,926 +23,873 +24%
UR
5
USCA RIA
Texas
$2.38M 111,173 -4,367 -4%
Invesco
6
Invesco
Georgia
$2.24M 104,507 +3,822 +4%
First Manhattan
7
First Manhattan
New York
$1.6M 74,812 -11,629 -13%
Wells Fargo
8
Wells Fargo
California
$1.35M 62,803 +9,397 +18%
GC
9
Guggenheim Capital
Illinois
$1.29M 60,054 -4,529 -7%
Bank of America
10
Bank of America
North Carolina
$1.04M 48,534 -4,515 -9%
RJA
11
Raymond James & Associates
Florida
$623K 29,086 +1,163 +4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$560K 26,178 -455 -2%
CWM
13
Collaborative Wealth Management
Florida
$309K 16,492 +16,492 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$282K 13,150 +2,200 +20%
Citigroup
15
Citigroup
New York
$212K 9,894 -11,817 -54%
DMC
16
Drexel Morgan & Co
Pennsylvania
$206K 9,615
SPIA
17
Steward Partners Investment Advisory
New York
$158K 7,399 +1,484 +25%
WAM
18
Wolverine Asset Management
Illinois
$107K 5,020 +5,020 New
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$81K 3,800
VFA
20
Valeo Financial Advisors
Indiana
$15K 691
FCMT
21
Founders Capital Management (Texas)
Texas
$11K 500 -500 -50%
Osaic Holdings
22
Osaic Holdings
Arizona
$5K 212
AWA
23
Arkadios Wealth Advisors
Georgia
$1K 73 -30 -29%
DAS
24
Dynamic Advisor Solutions
Arizona
-17,594 Closed
Stifel Financial
25
Stifel Financial
Missouri
-10,173 Closed