IGI

Western Asset Investment Grade Defined Opportunity Trust
IGI

Overview Fund Activity

29 hedge funds and large institutions have $26.5M invested in Western Asset Investment Grade Defined Opportunity Trust in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$1.18M
2
1CP
1607 Capital Partners
Virginia
+$1.08M
3
WA
Whipplewood Advisors
Colorado
+$987K
4
GC
Guggenheim Capital
Illinois
+$618K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$379K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$683K
2
OHWP
Oak Harbor Wealth Partners
North Carolina
-$244K
3
DI
Diligent Investors
California
-$166K
4
WAM
Wolverine Asset Management
Illinois
-$164K
5
Raymond James Financial
Raymond James Financial
Florida
-$94.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$5.53M +$1.18M +70,956 +27%
UBS Group
2
UBS Group
Switzerland
$5.04M -$683K -41,211 -12%
1CP
3
1607 Capital Partners
Virginia
$3.35M +$1.08M +65,100 +48%
GC
4
Guggenheim Capital
Illinois
$2.25M +$618K +37,292 +38%
Morgan Stanley
5
Morgan Stanley
New York
$2.04M -$32.1K -1,936 -2%
Raymond James Financial
6
Raymond James Financial
Florida
$1.62M -$94.3K -5,685 -5%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$1.42M -$4.2K -253 -0.3%
WAM
8
Wolverine Asset Management
Illinois
$1.03M -$164K -9,894 -14%
WA
9
Whipplewood Advisors
Colorado
$987K +$987K +59,514 New
Wells Fargo
10
Wells Fargo
California
$847K -$60K -3,620 -7%
Bank of America
11
Bank of America
North Carolina
$517K +$45.3K +2,730 +10%
SFS
12
Shaker Financial Services
Virginia
$443K +$240K +14,411 +118%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$379K +$379K +22,837 New
Ameriprise
14
Ameriprise
Minnesota
$271K -$4.94K -298 -2%
Stifel Financial
15
Stifel Financial
Missouri
$183K +$1.53K +92 +0.8%
MWM
16
Melfa Wealth Management
Massachusetts
$173K – – –
LPL Financial
17
LPL Financial
California
$167K +$414 +25 +0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$117K +$315 +19 +0.3%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$58.4K +$39.4K +2,375 +207%
Comerica Bank
20
Comerica Bank
Texas
$31.5K – – –
OW
21
Olistico Wealth
Oklahoma
$24.3K +$24.3K +1,468 New
SIS
22
Sound Income Strategies
Florida
$17.5K +$232 +14 +1%
SPIA
23
Steward Partners Investment Advisory
New York
$13.2K – – –
AF
24
Advisornet Financial
Minnesota
$11.7K – – –
ANBT
25
American National Bank & Trust
Texas
$9.52K -$2.4K -145 -20%
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