IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Overview Fund Activity

25 hedge funds and large institutions have $42.6M invested in Western Asset Investment Grade Defined Opportunity Trust in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% 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
7
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.47M
3
WAM
3
Wolverine Asset Management
Illinois
$697K
4
RJA
4
Raymond James & Associates
Florida
$1.13M
5
Ameriprise
5
Ameriprise
Minnesota
$211K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$844K
2
UBS Group
2
UBS Group
Switzerland
$9.52M
3
Wells Fargo
3
Wells Fargo
California
$765K
4
LPL Financial
4
LPL Financial
California
$0
5
OHWP
5
Oak Harbor Wealth Partners
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$13.1M 699,462 +699,462 New
UBS Group
2
UBS Group
Switzerland
$9.52M 508,392 -106,843 -17%
Morgan Stanley
3
Morgan Stanley
New York
$5.47M 292,382 +131,621 +82%
CAN
4
Cetera Advisor Networks
California
$3.48M 185,912 -4,533 -2%
Invesco
5
Invesco
Georgia
$2.25M 120,387 +1,363 +1%
First Manhattan
6
First Manhattan
New York
$1.4M 74,812 – –
GC
7
Guggenheim Capital
Illinois
$1.15M 61,280 -5,620 -8%
RJA
8
Raymond James & Associates
Florida
$1.13M 60,346 +2,373 +4%
SIA
9
Sit Investment Associates
Minnesota
$844K 45,065 -265,371 -85%
Bank of America
10
Bank of America
North Carolina
$772K 41,227 -6,304 -13%
Wells Fargo
11
Wells Fargo
California
$765K 40,832 -25,687 -39%
WAM
12
Wolverine Asset Management
Illinois
$697K 37,239 +37,239 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$538K 28,749 +1,474 +5%
Stifel Financial
14
Stifel Financial
Missouri
$334K 17,828 -2,826 -14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$314K 16,787 -2,250 -12%
FAG
16
Fortitude Advisory Group
Washington
$295K 15,780 +11 +0.1%
Ameriprise
17
Ameriprise
Minnesota
$211K 11,245 +1,827 +19%
KIM
18
Karpus Investment Management
New York
$189K 10,100 +200 +2%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$71K 3,800 – –
HCP
20
Hexagon Capital Partners
Arkansas
$31K 1,633 – –
SPIA
21
Steward Partners Investment Advisory
New York
$18K 955 -4,576 -83%
AF
22
Advisornet Financial
Minnesota
$13K 700 +700 New
Osaic Holdings
23
Osaic Holdings
Arizona
$4K 212 – –
FIA
24
FNY Investment Advisers
New York
$3K 200 +200 New
CP
25
Castleview Partners
Texas
– – -10,995 Closed
1
2