IGI
Western Asset Investment Grade Defined Opportunity Trust
41 hedge funds and large institutions have $83M invested in Western Asset Investment Grade Defined Opportunity Trust in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
2.65% more ownership
Funds ownership: 40.91% → 43.56% (+2.6%)
Holders
41
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.86M | |
| 2 | +$862K | |
| 3 | +$626K | |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$374K |
| 5 |
LPL Financial
San Diego,
California
|
+$285K |
Top Sellers
| 1 | -$1.72M | |
| 2 | -$915K | |
| 3 | -$143K | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$126K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$68K |