We are live on ! Find out more
GDO

Western Asset Global Corporate Defined Opportunity Fund

41 hedge funds and large institutions have $104M invested in Western Asset Global Corporate Defined Opportunity Fund in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

11% more capital invested

Capital invested by funds: $93.8M → $104M (+$10.2M)

8% more funds holding

Funds holding: 3841 (+3)

3.4% more ownership

Funds ownership: 33.83%37.23% (+3.4%)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$16.9M +$5.52M +304,409 +49%
1CP
2
1607 Capital Partners
Virginia
$10.7M +$1M +55,451 +10%
Bank of America
3
Bank of America
North Carolina
$8.47M -$426K -23,520 -5%
Invesco
4
Invesco
Georgia
$8.3M -$742K -40,918 -8%
Wells Fargo
5
Wells Fargo
California
$8.15M +$3.45M +190,633 +74%
RCM
6
Rivernorth Capital Management
Florida
$8.03M +$192K +10,578 +2%
Morgan Stanley
7
Morgan Stanley
New York
$7.11M +$398K +21,957 +6%
GC
8
Guggenheim Capital
Illinois
$6.54M -$1.93M -106,501 -23%
PPA
9
Parametric Portfolio Associates
Washington
$5.72M +$302K +16,644 +6%
FC
10
FCA Corp
Texas
$3.4M +$173K +9,554 +5%
RVP
11
Relative Value Partners
Illinois
$3.17M +$263K +14,528 +9%
FIMG
12
Financial & Investment Management Group
Michigan
$2.91M +$271K +14,978 +10%
AQR Capital Management
13
AQR Capital Management
Connecticut
$2.25M
Cohen & Steers
14
Cohen & Steers
New York
$1.47M
U
15
UBS
Switzerland
$1.09M +$21.4K +1,181 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
16
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$976K
DA
17
Doliver Advisors
Texas
$913K +$681K +37,576 +298%
LPL Financial
18
LPL Financial
California
$881K +$434K +23,936 +98%
HFS
19
HL Financial Services
Kentucky
$842K +$47K +2,594 +6%
AAM
20
Advisors Asset Management
Colorado
$815K +$330K +18,223 +69%
WAM
21
Wolverine Asset Management
Illinois
$769K -$550K -30,328 -42%
KSCM
22
Kamunting Street Capital Management
Florida
$721K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$640K -$197K -10,853 -24%
RJA
24
Raymond James & Associates
Florida
$603K +$8.86K +489 +1%
SG Americas Securities
25
SG Americas Securities
New York
$437K +$436K +24,050 New

GDO Hedge Fund Activity: Q1 2014 in Review

41 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global Corporate Defined Opportunity Fund (GDO) for Q1 2014, worth a combined $104M — up 11% from $93.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new GDO positions and 2 closed out — a net gain of 3 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $5.52M. The largest seller was Guggenheim Capital, cutting an estimated $1.93M.

  • 41 institutional investors held Western Asset Global Corporate Defined Opportunity Fund (GDO) as of Q1 2014, up from 38 in Q4 2013.
  • Funds reported $104M of Western Asset Global Corporate Defined Opportunity Fund stock for Q1 2014, up 11% quarter-over-quarter.
  • 5 funds opened new Western Asset Global Corporate Defined Opportunity Fund positions in Q1 2014 and 2 closed out, a net change of +3 holders.
  • The largest Western Asset Global Corporate Defined Opportunity Fund buyer in Q1 2014 was Saba Capital Management, an estimated $5.52M added.
  • The largest Western Asset Global Corporate Defined Opportunity Fund seller in Q1 2014 was Guggenheim Capital, an estimated $1.93M sold.

Based on aggregated 13F filings for Q1 2014.