Who Owns IGI?
Western Asset Investment Grade Defined Opportunity Trust Inc. — Institutional Ownership & 13F Holdings
$15.99
-0.09 (-0.53%)
Market Cap
$98.7M
Shares Outstanding
5,993,650
Institutional Holders
30
Total Inst. Value
$23.6M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
New Positions
5
Closed Positions
2
Increased
8
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | UBS Group AG | $5.7M | 345,414 |
| 2 | SIT INVESTMENT ASSOCIATES INC | $4.4M | 262,404 |
| 3 | 1607 Capital Partners, LLC | $2.3M | 137,000 |
| 4 | MORGAN STANLEY | $2.1M | 125,085 |
| 5 | RAYMOND JAMES FINANCIAL INC | $1.7M | 103,634 |
| 6 | GUGGENHEIM CAPITAL LLC | $1.6M | 98,420 |
| 7 | Hennion & Walsh Asset Management, Inc. | $1.4M | 85,667 |
| 8 | WOLVERINE ASSET MANAGEMENT LLC | $1.2M | 71,859 |
| 9 | WELLS FARGO & COMPANY/MN | $907K | 54,692 |
| 10 | BANK OF AMERICA CORP /DE/ | $471K | 28,475 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | +98K | $4.4M |
| 1607 Capital Partners, LLC | +44K | $2.3M |
| GUGGENHEIM CAPITAL LLC | +43K | $1.6M |
| Hennion & Walsh Asset Management, Inc. | +500 | $1.4M |
| WOLVERINE ASSET MANAGEMENT LLC | +8K | $1.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | -28K | $907K |
| OAK HARBOR WEALTH PARTNERS, LLC | -5K | $244K |
| MORGAN STANLEY | -5K | $2.1M |
| UBS Group AG | -3K | $5.7M |
| RAYMOND JAMES FINANCIAL INC | -2K | $1.7M |
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Frequently Asked Questions
How many institutional investors hold IGI?
As of Q1 2025, 30 institutional investors report holding IGI (Western Asset Investment Grade Defined Opportunity Trust Inc.) in their 13F filings.
Which hedge fund owns the most IGI?
The largest institutional holder of IGI is UBS Group AG with $5.7M in shares.
Are institutions buying or selling IGI?
This quarter, 5 institutions opened new positions in IGI and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.