IGI

Western Asset Investment Grade Defined Opportunity Trust

38 hedge funds and large institutions have $64.9M invested in Western Asset Investment Grade Defined Opportunity Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$21.5M 1,268,126 -12,436 -1%
SIA
2
Sit Investment Associates
Minnesota
$10.8M 635,063 +75,172 +13%
UBS Group
3
UBS Group
Switzerland
$7.81M 461,487 +22,726 +5%
Morgan Stanley
4
Morgan Stanley
New York
$4.98M 293,923 -79,204 -21%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$4.36M 257,393 +224,709 +688%
PMG
6
Private Management Group
California
$2.76M 163,114 -583 -0.4%
Bank of America
7
Bank of America
North Carolina
$2.1M 124,178 +19,696 +19%
Wells Fargo
8
Wells Fargo
California
$1.67M 98,869 +65,275 +194%
MSAM
9
Moloney Securities Asset Management
Missouri
$1.35M 79,988 +782 +1%
RJA
10
Raymond James & Associates
Florida
$1.1M 64,952 +872 +1%
GC
11
Guggenheim Capital
Illinois
$884K 52,244 +4,365 +9%
Stifel Financial
12
Stifel Financial
Missouri
$797K 47,091 +557 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$602K 35,542 +5,077 +17%
COLIM
14
City of London Investment Management
United Kingdom
$369K 21,876 +21,876 New
AW
15
Atlas Wealth
Ohio
$358K 21,139 +21,139 New
KIM
16
Karpus Investment Management
New York
$336K 19,838 -125 -0.6%
Ameriprise
17
Ameriprise
Minnesota
$322K 18,991 -1,729 -8%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$319K 18,813
CAN
19
Cetera Advisor Networks
California
$285K 16,808 +834 +5%
CWM
20
Collaborative Wealth Management
Florida
$273K 16,113 -379 -2%
FAG
21
Fortitude Advisory Group
Washington
$268K 15,844 +9 +0.1%
First Trust Advisors
22
First Trust Advisors
Illinois
$265K 15,631 +15,631 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$243K 14,352 -1,565 -10%
OHWP
24
Oak Harbor Wealth Partners
North Carolina
$222K 13,133 +13,133 New
PA
25
PFG Advisors
Arizona
$194K 11,471