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GDO

Western Asset Global Corporate Defined Opportunity Fund

38 hedge funds and large institutions have $115M invested in Western Asset Global Corporate Defined Opportunity Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

15% more funds holding

Funds holding: 3338 (+5)

1.64% more ownership

Funds ownership: 40.5%42.14% (+1.6%)

2% more capital invested

Capital invested by funds: $113M → $115M (+$1.96M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
14
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
$15.1M -$1.65M -92,634 -10%
1CP
2
1607 Capital Partners
Virginia
$14.8M +$289K +16,200 +2%
Bank of America
3
Bank of America
North Carolina
$11.4M -$460K -25,787 -4%
Wells Fargo
4
Wells Fargo
California
$11M +$1.07M +59,831 +11%
Invesco
5
Invesco
Georgia
$9.24M +$396K +22,220 +4%
Morgan Stanley
6
Morgan Stanley
New York
$7.75M +$298K +16,733 +4%
RCM
7
Rivernorth Capital Management
Florida
$7.28M +$163K +9,123 +2%
PPA
8
Parametric Portfolio Associates
Washington
$6.43M +$143K +8,043 +2%
FIMG
9
Financial & Investment Management Group
Michigan
$6.42M +$3.47M +194,532 +117%
GC
10
Guggenheim Capital
Illinois
$5.92M -$533K -29,920 -8%
FC
11
FCA Corp
Texas
$3.82M +$105K +5,872 +3%
RVP
12
Relative Value Partners
Illinois
$3.13M -$2.62K -147 -0.1%
AQR Capital Management
13
AQR Capital Management
Connecticut
$1.85M -$44.2K -2,479 -2%
Cohen & Steers
14
Cohen & Steers
New York
$1.44M
NPC
15
National Planning Corporation
California
$1.15M +$1.15M +64,800 New
UBS Group
16
UBS Group
Switzerland
$1.13M +$1.14M +63,696 New
HFS
17
HL Financial Services
Kentucky
$1.03M +$128K +7,177 +14%
Grantham, Mayo, Van Otterloo & Co (GMO)
18
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$954K
AAM
19
Advisors Asset Management
Colorado
$932K -$109K -6,109 -10%
LPL Financial
20
LPL Financial
California
$867K -$66.5K -3,730 -7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$696K +$49.6K +2,781 +8%
Citigroup
22
Citigroup
New York
$610K +$338K +18,944 +123%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$408K +$144K +8,060 +54%
KSCM
24
Kamunting Street Capital Management
Florida
$383K -$459K -25,777 -54%
CIA
25
Capital Investment Advisors
Georgia
$366K +$14K +787 +4%

GDO Hedge Fund Activity: Q4 2014 in Review

38 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global Corporate Defined Opportunity Fund (GDO) for Q4 2014, worth a combined $115M — up 1.7% from $113M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GDO positions and 2 closed out — a net gain of 6 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Financial & Investment Management Group, adding an estimated $3.47M. The largest seller was Saba Capital Management, cutting an estimated $1.65M.

  • 38 institutional investors held Western Asset Global Corporate Defined Opportunity Fund (GDO) as of Q4 2014, up from 33 in Q3 2014.
  • Funds reported $115M of Western Asset Global Corporate Defined Opportunity Fund stock for Q4 2014, up 1.7% quarter-over-quarter.
  • 8 funds opened new Western Asset Global Corporate Defined Opportunity Fund positions in Q4 2014 and 2 closed out, a net change of +6 holders.
  • The largest Western Asset Global Corporate Defined Opportunity Fund buyer in Q4 2014 was Financial & Investment Management Group, an estimated $3.47M added.
  • The largest Western Asset Global Corporate Defined Opportunity Fund seller in Q4 2014 was Saba Capital Management, an estimated $1.65M sold.

Based on aggregated 13F filings for Q4 2014.