IGI

Western Asset Investment Grade Defined Opportunity Trust

35 hedge funds and large institutions have $68M invested in Western Asset Investment Grade Defined Opportunity Trust in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
15
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$21.2M 1,298,426 +30,300 +2%
SIA
2
Sit Investment Associates
Minnesota
$10.3M 630,002 -5,061 -0.8%
UBS Group
3
UBS Group
Switzerland
$7.98M 489,055 +27,568 +6%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$7.33M 448,836 +191,443 +74%
Morgan Stanley
5
Morgan Stanley
New York
$3.77M 230,911 -63,012 -21%
PMG
6
Private Management Group
California
$2.63M 161,066 -2,048 -1%
Bank of America
7
Bank of America
North Carolina
$2.44M 149,764 +25,586 +21%
Wells Fargo
8
Wells Fargo
California
$1.85M 113,546 +14,677 +15%
MSAM
9
Moloney Securities Asset Management
Missouri
$1.54M 94,130 +14,142 +18%
RJA
10
Raymond James & Associates
Florida
$1.07M 65,689 +737 +1%
GC
11
Guggenheim Capital
Illinois
$1.02M 62,273 +10,029 +19%
Stifel Financial
12
Stifel Financial
Missouri
$930K 57,000 +9,909 +21%
AW
13
Atlas Wealth
Ohio
$837K 50,716 +29,577 +140%
RVPG
14
Relative Value Partners Group
$634K 38,861 +38,861 New
COLIM
15
City of London Investment Management
United Kingdom
$632K 38,692 +16,816 +77%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$569K 34,835 -707 -2%
KIM
17
Karpus Investment Management
New York
$324K 19,838
First Trust Advisors
18
First Trust Advisors
Illinois
$323K 19,818 +4,187 +27%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$307K 18,813
Invesco
20
Invesco
Georgia
$306K 18,771 +8,121 +76%
Ameriprise
21
Ameriprise
Minnesota
$306K 18,727 -264 -1%
FAG
22
Fortitude Advisory Group
Washington
$252K 15,444 -400 -3%
AC
23
Almitas Capital
California
$217K 13,118 +13,118 New
OHWP
24
Oak Harbor Wealth Partners
North Carolina
$216K 13,259 +126 +1%
CAN
25
Cetera Advisor Networks
California
$209K 12,778 -4,030 -24%