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GDO

Western Asset Global Corporate Defined Opportunity Fund

38 hedge funds and large institutions have $93.8M invested in Western Asset Global Corporate Defined Opportunity Fund in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

27% more capital invested

Capital invested by funds: $73.9M → $93.8M (+$19.9M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

6.93% more ownership

Funds ownership: 26.9%33.83% (+6.9%)

3% more funds holding

Funds holding: 3738 (+1)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$11.3M +$8.18M +456,635 +268%
1CP
2
1607 Capital Partners
Virginia
$9.63M +$4.54M +253,250 +91%
Invesco
3
Invesco
Georgia
$8.98M -$228K -12,744 -2%
Bank of America
4
Bank of America
North Carolina
$8.84M +$475K +26,488 +6%
GC
5
Guggenheim Capital
Illinois
$8.42M -$987K -55,070 -11%
RCM
6
Rivernorth Capital Management
Florida
$7.79M +$419K +23,406 +6%
Morgan Stanley
7
Morgan Stanley
New York
$6.67M -$122K -6,811 -2%
PPA
8
Parametric Portfolio Associates
Washington
$5.38M +$244K +13,595 +5%
Wells Fargo
9
Wells Fargo
California
$4.65M +$3.83M +213,611 +489%
FC
10
FCA Corp
Texas
$3.21M -$6.16K -344 -0.2%
RVP
11
Relative Value Partners
Illinois
$2.88M +$2.86M +159,457 New
FIMG
12
Financial & Investment Management Group
Michigan
$2.62M +$156K +8,732 +6%
AQR Capital Management
13
AQR Capital Management
Connecticut
$2.24M +$261K +14,562 +13%
Cohen & Steers
14
Cohen & Steers
New York
$1.46M +$29.2K +1,629 +2%
WAM
15
Wolverine Asset Management
Illinois
$1.31M -$1.01M -56,261 -44%
U
16
UBS
Switzerland
$1.06M -$50.4K -2,813 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
17
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$970K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$831K +$447K +24,944 +118%
HFS
19
HL Financial Services
Kentucky
$790K +$596K +33,273 +318%
KSCM
20
Kamunting Street Capital Management
Florida
$716K +$710K +39,633 New
RJA
21
Raymond James & Associates
Florida
$590K -$46.4K -2,592 -7%
AAM
22
Advisors Asset Management
Colorado
$480K +$143K +8,000 +43%
LPL Financial
23
LPL Financial
California
$443K +$126K +7,045 +40%
KIM
24
Karpus Investment Management
New York
$433K +$106K +5,897 +33%
COLIM
25
City of London Investment Management
United Kingdom
$365K

GDO Hedge Fund Activity: Q4 2013 in Review

38 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global Corporate Defined Opportunity Fund (GDO) for Q4 2013, worth a combined $93.8M — up 27% from $73.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new GDO positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 12 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $8.18M. The largest seller was Wolverine Asset Management, cutting an estimated $1.01M.

  • 38 institutional investors held Western Asset Global Corporate Defined Opportunity Fund (GDO) as of Q4 2013, up from 37 in Q3 2013.
  • Funds reported $93.8M of Western Asset Global Corporate Defined Opportunity Fund stock for Q4 2013, up 27% quarter-over-quarter.
  • 5 funds opened new Western Asset Global Corporate Defined Opportunity Fund positions in Q4 2013 and 4 closed out, a net change of +1 holder.
  • The largest Western Asset Global Corporate Defined Opportunity Fund buyer in Q4 2013 was Saba Capital Management, an estimated $8.18M added.
  • The largest Western Asset Global Corporate Defined Opportunity Fund seller in Q4 2013 was Wolverine Asset Management, an estimated $1.01M sold.

Based on aggregated 13F filings for Q4 2013.