Funds holding Western Asset Investment Grade Opportunity Trust Inc.
ISIN US95790A1016 · United States · LEI 549300V54JNCB3KS3P74
- Fund holders
- 2
- Of which ETFs
- 0 2 other funds
- Value held
- 3.2K $
2 tracked funds declare this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Multi-Hedge Strategies Fund Rydex Variable Trust | 145 | 2.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds | 54 | 868.9 $ | 0.01 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Multi-Hedge Strategies Fund Rydex Variable Trust | 0.01 % | as of Mar 31, 2026 ↗ |
| Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds | 0.01 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 2 | 0 | 199 | -22.6 % |
| 2026Q1 | 2 | 0 | 257 | -23.7 % |
| 2025Q4 | 2 | 0 | 337 | +332.1 % |
| 2025Q3 | 2 | +1 | 78 | -99.9 % |
| 2024Q4 | 1 | 0 | 77,232 | +894.7 % |
| 2024Q2 | 1 | 0 | 7,764 | 0.0 % |
| 2024Q1 | 1 | 0 | 7,764 | -10.0 % |
| 2023Q4 | 1 | 8,622 |
Institutional managers
25 managers declare this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 855,799 | 13.8K $ | as of Mar 31, 2026 |
| 1607 Capital Partners, LLC | 406,754 | 6.5M $ | as of Mar 31, 2026 |
| Karpus Management, Inc. | 383,342 | 6.2M $ | as of Mar 31, 2026 |
| UBS Group AG | 296,192 | 4.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 112,086 | 1.8M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 92,090 | 1.5M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 76,478 | 1.2M $ | as of Mar 31, 2026 |
| GUGGENHEIM CAPITAL LLC | 67,631 | 1.1M $ | as of Mar 31, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | 62,691 | 1M $ | as of Mar 31, 2026 |
| Whipplewood Advisors, LLC | 61,234 | 985.3K $ | as of Mar 31, 2026 |
| Hennion & Walsh Asset Management, Inc. | 33,207 | 534.3K $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 30,483 | 490 $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,610 | 363.8K $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 22,442 | 361.1K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 21,605 | 347.6K $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 18,286 | 294.2K $ | as of Mar 31, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | 10,424 | 167.7K $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 9,136 | 144.3K $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 6,213 | 100K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 2,212 | 35.6K $ | as of Mar 31, 2026 |
| Olistico Wealth, LLC | 1,058 | 17K $ | as of Mar 31, 2026 |
| Noble Wealth Management PBC | 1,000 | 16.1K $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 799 | 12.9K $ | as of Mar 31, 2026 |
| AdvisorNet Financial, Inc | 708 | 11.4K $ | as of Mar 31, 2026 |
| CITIGROUP INC | 1 | 16 $ | as of Mar 31, 2026 |
Declared shareholders of Western Asset Investment Grade Opportunity Trust Inc.
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| 1607 Capital Partners, LLC and 1 other | 6.79 % | 406,754 | as of Mar 31, 2026 · SCHEDULE 13G |
| KARPUS MANAGEMENT, INC. | 6.40 % | 383,342 | as of Mar 31, 2026 · SCHEDULE 13G |
| UBS Group AG | 0.00 % | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Western Asset Investment Grade Opportunity Trust Inc.". https://titelia.com/en/stocks/western-asset-investment-grade-opportunity-trust-inc-US95790A1016