Who Owns Western Asset Investment Grade Opportunity Stock?
NYSE: IGIFinancial ServicesAsset ManagementUSD
At close: Oct 8, 3:55 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 49.35%
- Held by insiders
- 0.01%
- Institutional holders
- 30
- Institutions 49.4%
- Insiders 0.0%
- Public and other 50.6%
Who owns Western Asset Investment Grade Opportunity stock?
Institutional investors own about 49.4% of Western Asset Investment Grade Opportunity's shares, spread across 30 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.01% of IGI.
The largest institutional holders are SIT Investment Associates Inc (15.17%), Karpus Management, Inc. (8.83%) and 1607 Capital Partners, LLC (5.53%). Together, the top 10 institutions control 42.1% of shares outstanding. In their latest filings, 3 of the top 10 institutions increased their IGI positions and 7 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of IGI
| Institution | Shares | % Held | Change |
|---|---|---|---|
| SIT Investment Associates Inc | 909.30K | 15.17% | +6.3% |
| Karpus Management, Inc. | 529.00K | 8.83% | +38.0% |
| 1607 Capital Partners, LLC | 331.56K | 5.53% | -18.5% |
| UBS Group AG | 288.72K | 4.82% | -2.5% |
| Hennion & Walsh Asset Management, Inc. | 108.38K | 1.81% | +226.4% |
| Morgan Stanley | 107.11K | 1.79% | -4.4% |
| Raymond James Financial, Inc. | 85.05K | 1.42% | -7.6% |
| Wells Fargo & Company | 75.98K | 1.27% | -0.7% |
| Whipplewood Advisors, LLC | 58.44K | 0.98% | -4.6% |
| Janney Montgomery Scott LLC | 28.80K | 0.48% | -5.5% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of IGI
| Fund | Shares | % Held |
|---|---|---|
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 229 | 0.00% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 81 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Western Asset Investment Grade Opportunity?
SIT Investment Associates Inc is the largest institutional shareholder of IGI, owning 15.17% of shares outstanding (909.30K shares) as of its latest 13F filing.
What percentage of Western Asset Investment Grade Opportunity is owned by institutions?
Institutions own about 49.4% of IGI shares and 49.4% of the public float.
How much of Western Asset Investment Grade Opportunity do insiders own?
Insiders, such as officers and directors, own about 0.01% of IGI shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.