IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Overview Fund Activity

30 hedge funds and large institutions have $23.5M invested in Western Asset Investment Grade Defined Opportunity Trust in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$1.62M
2
1CP
1607 Capital Partners
Virginia
+$731K
3
GC
Guggenheim Capital
Illinois
+$720K
4
LPL Financial
LPL Financial
California
+$166K
5
WAM
Wolverine Asset Management
Illinois
+$137K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$466K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$192K
3
OHWP
Oak Harbor Wealth Partners
North Carolina
-$78.8K
4
Morgan Stanley
Morgan Stanley
New York
-$75.1K
5
UBS Group
UBS Group
Switzerland
-$51.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$5.73M -$51.8K -3,126 -0.9%
SIA
2
Sit Investment Associates
Minnesota
$4.35M +$1.62M +97,747 +59%
1CP
3
1607 Capital Partners
Virginia
$2.27M +$731K +44,100 +47%
Morgan Stanley
4
Morgan Stanley
New York
$2.07M -$75.1K -4,532 -3%
Raymond James Financial
5
Raymond James Financial
Florida
$1.72M -$32K -1,929 -2%
GC
6
Guggenheim Capital
Illinois
$1.63M +$720K +43,455 +79%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$1.42M +$8.29K +500 +0.6%
WAM
8
Wolverine Asset Management
Illinois
$1.19M +$137K +8,247 +13%
Wells Fargo
9
Wells Fargo
California
$907K -$466K -28,083 -34%
Bank of America
10
Bank of America
North Carolina
$472K -$26.5K -1,597 -5%
Ameriprise
11
Ameriprise
Minnesota
$276K -$9.02K -544 -3%
OHWP
12
Oak Harbor Wealth Partners
North Carolina
$244K -$78.8K -4,751 -24%
SFS
13
Shaker Financial Services
Virginia
$203K -$1.43K -86 -0.7%
Stifel Financial
14
Stifel Financial
Missouri
$182K +$15.5K +933 +9%
MWM
15
Melfa Wealth Management
Massachusetts
$173K – – –
LPL Financial
16
LPL Financial
California
$166K +$166K +10,019 New
DI
17
Diligent Investors
California
$166K – – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$117K -$3.6K -216 -3%
Comerica Bank
19
Comerica Bank
Texas
$31.5K +$11.6K +700 +58%
HCP
20
Hexagon Capital Partners
Arkansas
$27.1K – – –
Jones Financial Companies
21
Jones Financial Companies
Missouri
$19K -$16.6K -1,000 -47%
SIS
22
Sound Income Strategies
Florida
$17.3K +$149 +9 +0.9%
NWMP
23
Noble Wealth Management PBC
Colorado
$16.6K +$16.6K +1,000 New
SPIA
24
Steward Partners Investment Advisory
New York
$13.2K – – –
ANBT
25
American National Bank & Trust
Texas
$11.9K +$11.9K +719 New
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