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GDO

Western Asset Global Corporate Defined Opportunity Fund

42 hedge funds and large institutions have $81.9M invested in Western Asset Global Corporate Defined Opportunity Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

11% more funds holding

Funds holding: 3842 (+4)

7% more capital invested

Capital invested by funds: $76.4M → $81.9M (+$5.45M)

0.02% more ownership

Funds ownership: 30.26%30.28% (+0.02%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
18
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$289K
SPIA
27
Steward Partners Investment Advisory
New York
$275K
RJT
28
Raymond James Trust
Florida
$224K +$6.98K +400 +3%
Stifel Financial
29
Stifel Financial
Missouri
$221K +$1.64K +94 +0.8%
DAS
30
Dynamic Advisor Solutions
Arizona
$187K +$181K +10,350 New
ACM
31
Arlington Capital Management
Illinois
$181K +$175K +10,003 New
WAM
32
Wolverine Asset Management
Illinois
$161K +$152K +8,708 +4,354%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$144K
IAIM
34
International Assets Investment Management
Florida
$131K +$126K +7,221 New
Citigroup
35
Citigroup
New York
$122K +$105K +6,005 +795%
EP
36
Eudaimonia Partners
Tennessee
$59K
FIA
37
FNY Investment Advisers
New York
$23K +$22.3K +1,279 New
AWM
38
Atticus Wealth Management
Florida
$21K
OIM
39
Oder Investment Management
California
$20K +$19.2K +1,100 New
RA
40
Reby Advisors
Connecticut
$15K +$14.4K +825 New
GWM
41
Geneos Wealth Management
Colorado
$4K +$4.36K +250 New
AWA
42
Arkadios Wealth Advisors
Georgia
$3K +$3.72K +213 New
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
-$55K -3,300 Closed
CBT
44
Central Bank & Trust
Kentucky
-$9K -550 Closed
CA
45
Crewe Advisors
Utah
-$9K -533 Closed
Barclays
46
Barclays
United Kingdom
-$3K -171 Closed

GDO Hedge Fund Activity: Q4 2020 in Review

42 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global Corporate Defined Opportunity Fund (GDO) for Q4 2020, worth a combined $81.9M — up 7.1% from $76.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GDO positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $326K. The largest seller was FCA Corp, cutting an estimated $773K.

  • 42 institutional investors held Western Asset Global Corporate Defined Opportunity Fund (GDO) as of Q4 2020, up from 38 in Q3 2020.
  • Funds reported $81.9M of Western Asset Global Corporate Defined Opportunity Fund stock for Q4 2020, up 7.1% quarter-over-quarter.
  • 8 funds opened new Western Asset Global Corporate Defined Opportunity Fund positions in Q4 2020 and 4 closed out, a net change of +4 holders.
  • The largest Western Asset Global Corporate Defined Opportunity Fund buyer in Q4 2020 was Morgan Stanley, an estimated $326K added.
  • The largest Western Asset Global Corporate Defined Opportunity Fund seller in Q4 2020 was FCA Corp, an estimated $773K sold.

Based on aggregated 13F filings for Q4 2020.