IGI

Western Asset Investment Grade Defined Opportunity Trust

23 hedge funds and large institutions have $40.5M invested in Western Asset Investment Grade Defined Opportunity Trust in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$16M 727,633 +26,245 +4%
SIA
2
Sit Investment Associates
Minnesota
$5.19M 235,618 +112,692 +92%
Morgan Stanley
3
Morgan Stanley
New York
$3.54M 160,829 +1,142 +0.7%
CAN
4
Cetera Advisor Networks
California
$3.43M 155,776 +6,399 +4%
Invesco
5
Invesco
Georgia
$2.71M 123,153 +18,646 +18%
First Manhattan
6
First Manhattan
New York
$1.65M 74,812
GC
7
Guggenheim Capital
Illinois
$1.55M 70,502 +10,448 +17%
Wells Fargo
8
Wells Fargo
California
$1.39M 63,185 +382 +0.6%
Bank of America
9
Bank of America
North Carolina
$1.1M 49,765 +1,231 +3%
RJA
10
Raymond James & Associates
Florida
$852K 38,713 +9,627 +33%
MSAM
11
Moloney Securities Asset Management
Missouri
$792K 35,973 +35,973 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$569K 25,853 -325 -1%
Stifel Financial
13
Stifel Financial
Missouri
$404K 18,368 +18,368 New
Ameriprise
14
Ameriprise
Minnesota
$346K 15,712 +15,712 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$271K 12,307 -843 -6%
WAM
16
Wolverine Asset Management
Illinois
$229K 10,409 +5,389 +107%
Citigroup
17
Citigroup
New York
$183K 8,294 -1,600 -16%
SPIA
18
Steward Partners Investment Advisory
New York
$126K 5,731 -1,668 -23%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$83K 3,800
FCMT
20
Founders Capital Management (Texas)
Texas
$11K 500
CP
21
Castleview Partners
Texas
$11K 503 +503 New
AWA
22
Arkadios Wealth Advisors
Georgia
$8K 371 +298 +408%
Osaic Holdings
23
Osaic Holdings
Arizona
$5K 212
UR
24
USCA RIA
Texas
-111,173 Closed
DMC
25
Drexel Morgan & Co
Pennsylvania
-9,615 Closed