GDO

Western Asset Global Corporate Defined Opportunity Fund
GDO

Overview Fund Activity

45 hedge funds and large institutions have $63.6M invested in Western Asset Global Corporate Defined Opportunity Fund in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 1 closing their positions.

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
17
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$9.78M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$4.7M
3
GC
3
Guggenheim Capital
Illinois
$2.88M
4
AW
4
Atlas Wealth
Ohio
$1.09M
5
CWP
5
Core Wealth Partners
California
$284K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$9.17M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.02M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.25M
4
UBS Group
4
UBS Group
Switzerland
$1.02M
5
RJA
5
Raymond James & Associates
Florida
$1.16M
Name Market Value Shares Shares
Change 		Shares
Change %
CWP
26
Core Wealth Partners
California
$284K 22,996 +22,996 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$238K 19,287 -3,866 -17%
Stifel Financial
28
Stifel Financial
Missouri
$182K 14,737 -42 -0.3%
Osaic Holdings
29
Osaic Holdings
Arizona
$156K 12,625 +13 +0.1%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$150K 12,119 +356 +3%
IHL
31
Investment House LLC
California
$148K 12,007 – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$132K 10,651 -3,334 -24%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$98.9K 8,000 – –
CSPIA
34
Cary Street Partners Investment Advisory
Virginia
$56K 4,534 -2,000 -31%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$37.9K 3,069 – –
Bessemer Group
36
Bessemer Group
New Jersey
$28K 2,286 – –
SPIA
37
Steward Partners Investment Advisory
New York
$22.9K 1,852 +926 +100%
SWM
38
Spire Wealth Management
Virginia
$18.1K 1,464 – –
FIA
39
FNY Investment Advisers
New York
$14K 1,200 – –
HCM
40
Hollencrest Capital Management
California
$13.1K 1,060 – –
AWM
41
Atticus Wealth Management
Florida
$10.4K 840 – –
IRC
42
Investors Research Corp
Georgia
$6.85K 554 – –
GWM
43
Geneos Wealth Management
Colorado
$6.37K 515 – –
MFA
44
McClarren Financial Advisors
Pennsylvania
$2K 213 +5 +2%
HI
45
Harbour Investments
Wisconsin
– – -850 Closed
Lazard Asset Management
46
Lazard Asset Management
New York
– – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$0 40 – –
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
1
2