IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Overview Fund Activity

32 hedge funds and large institutions have $55.9M invested in Western Asset Investment Grade Defined Opportunity Trust in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$9.12M
2
1CP
2
1607 Capital Partners
Virginia
$20.8M
3
PMG
3
Private Management Group
California
$2.66M
4
MSAM
4
Moloney Securities Asset Management
Missouri
$1.29M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$532K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.14M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.07M
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
GC
4
Guggenheim Capital
Illinois
$779K
5
FIA
5
FNY Investment Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$20.8M 1,280,562 +138,200 +12%
SIA
2
Sit Investment Associates
Minnesota
$9.12M 559,891 +353,924 +172%
UBS Group
3
UBS Group
Switzerland
$7.14M 438,761 -30,197 -6%
Morgan Stanley
4
Morgan Stanley
New York
$6.07M 373,127 -26,322 -7%
PMG
5
Private Management Group
California
$2.66M 163,697 +99,631 +156%
Bank of America
6
Bank of America
North Carolina
$1.7M 104,482 +29,747 +40%
MSAM
7
Moloney Securities Asset Management
Missouri
$1.29M 79,206 +34,544 +77%
RJA
8
Raymond James & Associates
Florida
$1.04M 64,080 +299 +0.5%
GC
9
Guggenheim Capital
Illinois
$779K 47,879 -259 -0.5%
Stifel Financial
10
Stifel Financial
Missouri
$758K 46,534 +8,331 +22%
Wells Fargo
11
Wells Fargo
California
$547K 33,594 +7,897 +31%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$532K 32,684 +32,684 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$496K 30,465 +66 +0.2%
Ameriprise
14
Ameriprise
Minnesota
$337K 20,720 +4 +0%
KIM
15
Karpus Investment Management
New York
$325K 19,963 – –
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$306K 18,813 – –
CWM
17
Collaborative Wealth Management
Florida
$268K 16,492 – –
CAN
18
Cetera Advisor Networks
California
$260K 15,974 +525 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$259K 15,917 +1,801 +13%
FAG
20
Fortitude Advisory Group
Washington
$258K 15,835 +19 +0.1%
DI
21
Diligent Investors
California
$187K 11,500 – –
PA
22
PFG Advisors
Arizona
$187K 11,471 +11,471 New
AC
23
Almitas Capital
California
$174K 10,700 +10,700 New
First Manhattan
24
First Manhattan
New York
$150K 9,200 – –
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$61K 3,800 – –
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