IGI

Western Asset Investment Grade Defined Opportunity Trust

28 hedge funds and large institutions have $20.6M invested in Western Asset Investment Grade Defined Opportunity Trust in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 13 closing their positions.

Holders
28
Holders Change
-8
Holders Change %
-22.22%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
10
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$5.68M 348,540 -67,804 -16%
SIA
2
Sit Investment Associates
Minnesota
$2.69M 164,657 -721,612 -81%
Morgan Stanley
3
Morgan Stanley
New York
$2.11M 129,617 -12,590 -9%
Raymond James Financial
4
Raymond James Financial
Florida
$1.72M 105,563 +105,563 New
1CP
5
1607 Capital Partners
Virginia
$1.52M 92,900 -477,955 -84%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$1.39M 85,167 -357 -0.4%
Wells Fargo
7
Wells Fargo
California
$1.35M 82,775 +11,794 +17%
WAM
8
Wolverine Asset Management
Illinois
$1.04M 63,612 +63,612 New
GC
9
Guggenheim Capital
Illinois
$896K 54,965 +7,624 +16%
Bank of America
10
Bank of America
North Carolina
$490K 30,072 -121,618 -80%
OHWP
11
Oak Harbor Wealth Partners
North Carolina
$318K 19,491 -1,521 -7%
Ameriprise
12
Ameriprise
Minnesota
$280K 17,182 -40,120 -70%
SFS
13
Shaker Financial Services
Virginia
$201K 12,298 +12,298 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$192K 11,774 +11,774 New
MWM
15
Melfa Wealth Management
Massachusetts
$170K 10,424 +10,424 New
Stifel Financial
16
Stifel Financial
Missouri
$163K 10,024 +10,024 New
DI
17
Diligent Investors
California
$163K 10,000
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$118K 7,244 -1,251 -15%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$35.1K 2,150 +2,000 +1,333%
HC
20
Hara Capital
Washington
$28K 1,714 +1,714 New
HCP
21
Hexagon Capital Partners
Arkansas
$26.6K 1,633
Comerica Bank
22
Comerica Bank
Texas
$19.6K 1,200
SIS
23
Sound Income Strategies
Florida
$16.9K 1,035 +17 +2%
SPIA
24
Steward Partners Investment Advisory
New York
$13K 799
AF
25
Advisornet Financial
Minnesota
$11.6K 708