Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Western Asset Invt Grade Opp (IGI)

29 + Investors. Track Smart Money conviction in IGI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
42%

Smart Money Signals — IGI

Based on 29 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IGI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
29 funds currently hold this stock — 76% of the 3.0-year high of 38 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 42% buying

10 buying14 selling
Last quarter: 14 funds reduced or exited vs 10 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 3 → 2 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 24% medium ■ 17% new
17 out of 29 hedge funds have held IGI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~5 new funds/quarter

3 → 2 → 3 → 2 → 5 new funds/Q
New funds entering each quarter: 2 → 3 → 2 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 24% newcomers

■ 59% veterans ■ 17% 1-2yr ■ 24% new
Entry-cohort mix of 29 holders: 17 (59%) are 2+ year veterans, 5 entered 1–2 years ago, and 7 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
9 of 29 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IGI

In 2026 Q2, 10 hedge funds were net buyers of IGI (5 opened a new position, 5 added to an existing one), while 14 reduced or exited (13 trimmed, 1 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. 32% of total institutional value in IGI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 29.

Hedge Fund Ownership: IGI

How many hedge funds hold IGI — quarterly history vs. share price
Quarterly hedge fund ownership of IGI vs. share price

Market Analysis: IGI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: IGI
29 + Investors

Track Smart Money conviction in IGI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 25 16.0%
13F Shares 3M 3M 2.78%
Total Value $28M $27M 1.32%
New Positions 5 2 +3
Increased Positions 5 10 -5
Closed Positions 1 2 -1
Reduced Positions 13 8 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGI

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Beta (5Y Monthly) --
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Financial Highlights

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Institutional Holders (2026 Q2)

29 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IGI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IGI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Whipplewood Advisors, LLC 0.63% 58,440 $941K
2 1607 Capital Partners, LLC 0.47% 331,558 $5.3M
3 Karpus Management, Inc. 0.25% 529,003 $8.5M
4 Melfa Wealth Management, INC. 0.09% 10,424 $168K
5 Hennion & Walsh Asset Management, Inc. 0.05% 108,376 $1.7M
6 Uhlmann Price Securities, LLC 0.01% 12,127 $195K
7 Noble Wealth Management PBC 0.01% 1,000 $16K
8 Institute for Wealth Management, LLC. 0.00% 1,625 $26K
9 Guggenheim Capital LLC 0.00% 13,117 $211K
10 Wolverine Asset Management LLC 0.00% 6,267 $101K
11 UBS Group AG 0.00% 288,723 $4.7M
12 AdvisorNet Financial, Inc 0.00% 708 $11K
13 Raymond James Financial Inc 0.00% 85,050 $1.4M
14 Stifel Financial Corp 0.00% 23,441 $378K
15 Wells Fargo & Company/Mn 0.00% 75,980 $1.2M
16 Integrated Wealth Concepts LLC 0.00% 1,540 $25K
17 Arax Advisory Partners 0.00% 900 $14K
18 Jones Financial Companies Lllp 0.00% 14,951 $240K
19 Morgan Stanley 0.00% 107,106 $1.7M
20 Steward Partners Investment Advisory, LLC 0.00% 799 $13K
21 Ameriprise Financial Inc 0.00% 17,466 $281K
22 Osaic Holdings, INC. 0.00% 2,212 $36K
23 Susquehanna International Group, LLP 0.00% 16,176 $261K
24 Bank of America Corp /de/ 0.00% 15,101 $243K
25 Royal Bank of Canada 0.00% 6,103 $98K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Western Asset Invt Grade Opp (IGI)

What does the Smart Money Trend signal show for IGI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IGI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IGI?

More sellers than buyers — 42% buying: Last quarter: 14 funds reduced or exited vs 10 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IGI holders?

Strong quality — 32% AUM from major funds: 9 of 29 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IGI?

59% of holders stayed for 2+ years: 17 out of 29 hedge funds have held IGI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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