W
Western Asset Investment Grade Defined Opportunity Trust
IGI • NYSE
Western Asset Investment Grade Defined Opportunity Trust is a publicly traded company on NYSE. As of Q3 2025, 23 institutional investors hold shares in this company, with total holdings valued at $22.8M. UBS Group AG is the largest holder with a position valued at $5.5M.
Websitefranklintempleton.com
Overview
Overview of institutional ownership in IGI as of Q3 2025
All Institutions
- Institutions
- 23
- Value Held
- $22.8M
- Shares Held
- 1.4M
- Avg Position
- $992.1K
- Median Position
- $251.3K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $6.4M
- Shares Held
- 383.6K
- Avg Position
- $3.2M
- Median Position
- $3.2M
Biggest Investors
Institutions with the largest positions in IGI as of Q3 2025
| Institution | Position Value |
|---|---|
 UBS Group AG Institution | $5.5M 0.00% of portfolio |
 1607 Capital Partners, LLC Hedge Fund•Sector | $5.4M 0.41% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $2.2M 0.02% of portfolio |
 MORGAN STANLEY RIA/Wealth | $2.0M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $1.5M 0.00% of portfolio |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | $1.4M 0.05% of portfolio |
W Whipplewood Advisors, LLC RIA/Wealth | $997.6K 0.66% of portfolio |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $972.4K 0.07% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $962.8K 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $449.8K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IGI in Q3 2025
- Traded
- +$1.8M
- Buyers
- 5
- Sellers
- 13
- Total Bought
- +$2.6M
- Total Sold
- −$792.7K
- Avg Position
- $845.1K
Biggest Buyers
| Institution | Net Bought |
|---|---|
1607 Capital Partners, LLC Hedge Fund•Sector | +$2.1M +123.3K shares |
UBS Group AG Institution | +$387.8K +23.2K shares |
WELLS FARGO & COMPANY/MN Institution | +$110.4K +6.6K shares |
W Whipplewood Advisors, LLC RIA/Wealth | +$4.3K +260.0 shares |
W WHITE BAY PT LLC Institution | +$3.3K +200.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
L LPL Financial LLC Institution | −$166.5K −10.0K shares |
 Rockefeller Capital Management L.P. Long Only Manager | −$150.9K −9.0K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$121.5K −7.3K shares |
MORGAN STANLEY RIA/Wealth | −$96.1K −5.8K shares |
BANK OF AMERICA CORP /DE/ Institution | −$71.0K −4.3K shares |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$61.8K −3.7K shares |
G GUGGENHEIM CAPITAL LLC Institution | −$26.1K −1.6K shares |
 Olistico Wealth, LLC RIA/Wealth | −$24.3K −1.5K shares |
 AMERIPRISE FINANCIAL INC Institution | −$21.4K −1.3K shares |
 Sound Income Strategies, LLC RIA/Wealth | −$17.5K −1.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IGI in Q3 2025
- New Positions
- 1
- New Value
- $3.3K
- Exited Positions
- 4
- Exited Value
- $217.9K
New Positions
| Institution | Position Value |
|---|---|
W WHITE BAY PT LLC Institution | $3.3K 200.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
L LPL Financial LLC Institution | $166.5K 10.0K shares |
Olistico Wealth, LLC RIA/Wealth | $24.3K 1.5K shares |
Sound Income Strategies, LLC RIA/Wealth | $17.5K 1.1K shares |
A AMERICAN NATIONAL BANK Institution | $9.5K 574.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in IGI as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IGI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
W Whipplewood Advisors, LLC RIA/Wealth | 0.66% $997.6K |
1607 Capital Partners, LLC Hedge Fund•Sector | 0.41% $5.4M |
 Shaker Financial Services, LLC RIA/Wealth | 0.15% $446.2K |
 MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | 0.10% $174.0K |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | 0.07% $972.4K |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | 0.05% $1.4M |
G GUGGENHEIM CAPITAL LLC Institution | 0.02% $2.2M |
W WHITE BAY PT LLC Institution | 0.00% $3.3K |
UBS Group AG Institution | 0.00% $5.5M |
A AdvisorNet Financial, Inc Institution | 0.00% $11.8K |
Hedge Fund Spotlight
Discover hedge funds investing in IGI
1607 Capital Partners, LLC
Hedge Fund • Sector
Portfolio ManagerAshley Watson Long
- Portfolio Value
- $1.3B
- Positions
- 120
- Last Reported
- Q3 2025
Sector Allocation
W
Position in Western Asset Investment Grade Defined Opportunity Trust
- Market Value
- $5.4M
- Shares Held
- 325.4K
- Portfolio Weight
- 0.41%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $99.0M | 7.46% | |
ETF ETF | $91.3M | 6.88% | |
ETF ETF | $85.3M | 6.43% |
