We are live on ! Find out more
GDO

Western Asset Global Corporate Defined Opportunity Fund

37 hedge funds and large institutions have $61.2M invested in Western Asset Global Corporate Defined Opportunity Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3737 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.01% less ownership

Funds ownership: 24.5%24.48% (-0.01%)

7% less capital invested

Capital invested by funds: $65.9M → $61.2M (-$4.67M)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
10
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$12.4M -$590K -34,213 -4%
Morgan Stanley
2
Morgan Stanley
New York
$8.52M +$474K +27,524 +6%
Bank of America
3
Bank of America
North Carolina
$8.38M +$494K +28,661 +6%
FC
4
FCA Corp
Texas
$4.37M +$26.5K +1,536 +0.6%
1CP
5
1607 Capital Partners
Virginia
$3.85M -$8.62K -500 -0.2%
Invesco
6
Invesco
Georgia
$3.58M -$184K -10,688 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.5M +$45.6K +2,648 +2%
GC
8
Guggenheim Capital
Illinois
$2.49M +$138K +7,988 +6%
UBS Group
9
UBS Group
Switzerland
$2.05M -$448K -26,015 -17%
Cohen & Steers
10
Cohen & Steers
New York
$1.62M -$19.7K -1,141 -1%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.39M +$198K +11,500 +16%
RJA
12
Raymond James & Associates
Florida
$1.11M -$338K -19,623 -23%
PPA
13
Parametric Portfolio Associates
Washington
$1.07M -$4.65K -270 -0.4%
RCM
14
Rivernorth Capital Management
Florida
$1.03M +$1.06M +61,413 New
Koshinski Asset Management
15
Koshinski Asset Management
Illinois
$857K +$215K +12,468 +32%
MGAM
16
McGowan Group Asset Management
Texas
$853K -$16K -930 -2%
WAM
17
Wolverine Asset Management
Illinois
$794K +$818K +47,465 New
SIA
18
Sit Investment Associates
Minnesota
$674K -$226K -13,105 -25%
HFS
19
HL Financial Services
Kentucky
$517K -$66.2K -3,838 -11%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$507K -$403K -23,399 -44%
CRC
21
Curi RMB Capital
Illinois
$439K +$452K +26,234 New
SG Americas Securities
22
SG Americas Securities
New York
$432K +$323K +18,763 +266%
DA
23
Doliver Advisors
Texas
$278K +$286K +16,601 New
SFS
24
Shaker Financial Services
Virginia
$250K +$258K +14,964 New
Ameriprise
25
Ameriprise
Minnesota
$243K -$642K -37,215 -72%

GDO Hedge Fund Activity: Q1 2018 in Review

37 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global Corporate Defined Opportunity Fund (GDO) for Q1 2018, worth a combined $61.2M — down 7.1% from $65.9M a quarter earlier.

Fund positioning in GDO was balanced in Q1 2018: 6 funds opened new positions, 6 closed out, 10 added to existing stakes and 16 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $1.06M. The largest seller was Proficio Capital Partners, exiting entirely with an estimated $686K sold.

  • 37 institutional investors held Western Asset Global Corporate Defined Opportunity Fund (GDO) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $61.2M of Western Asset Global Corporate Defined Opportunity Fund stock for Q1 2018, down 7.1% quarter-over-quarter.
  • 6 funds opened new Western Asset Global Corporate Defined Opportunity Fund positions in Q1 2018 and 6 closed out, a net change of 0 holders.
  • The largest Western Asset Global Corporate Defined Opportunity Fund buyer in Q1 2018 was Rivernorth Capital Management, an estimated $1.06M added.
  • The largest Western Asset Global Corporate Defined Opportunity Fund seller in Q1 2018 was Proficio Capital Partners, an estimated $686K sold.

Based on aggregated 13F filings for Q1 2018.