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GDO

Western Asset Global Corporate Defined Opportunity Fund

42 hedge funds and large institutions have $81.9M invested in Western Asset Global Corporate Defined Opportunity Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

11% more funds holding

Funds holding: 3842 (+4)

7% more capital invested

Capital invested by funds: $76.4M → $81.9M (+$5.45M)

0.02% more ownership

Funds ownership: 30.26%30.28% (+0.02%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
18
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.5M +$326K +18,656 +3%
Wells Fargo
2
Wells Fargo
California
$7.28M +$9.95K +570 +0.1%
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.07M +$36.3K +2,080 +0.5%
Bank of America
4
Bank of America
North Carolina
$6.22M +$290K +16,602 +5%
COLIM
5
City of London Investment Management
United Kingdom
$5.94M -$212K -12,163 -4%
RJA
6
Raymond James & Associates
Florida
$5.06M +$181K +10,377 +4%
FC
7
FCA Corp
Texas
$4.54M -$773K -44,321 -15%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$4.23M -$474K -27,190 -10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.97M -$266K -15,231 -6%
GC
10
Guggenheim Capital
Illinois
$3.04M -$598K -34,267 -17%
UBS Group
11
UBS Group
Switzerland
$2.82M -$377K -21,636 -12%
Cohen & Steers
12
Cohen & Steers
New York
$2.8M
Invesco
13
Invesco
Georgia
$2.79M +$86.3K +4,945 +3%
Ameriprise
14
Ameriprise
Minnesota
$2.25M +$306K +17,531 +16%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.85M +$173K +9,914 +11%
VCM
16
Virtue Capital Management
Tennessee
$1.07M +$236K +13,550 +30%
PPA
17
Parametric Portfolio Associates
Washington
$873K -$33K -1,889 -4%
CHAM
18
Clear Harbor Asset Management
Connecticut
$793K -$16.6K -950 -2%
MGAM
19
McGowan Group Asset Management
Texas
$787K -$907 -52 -0.1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$777K +$240K +13,761 +47%
SFS
21
Shaker Financial Services
Virginia
$474K +$227K +13,007 +98%
MAFM
22
Mid Atlantic Financial Management
Pennsylvania
$458K +$1.4K +80 +0.3%
Osaic Holdings
23
Osaic Holdings
Arizona
$456K +$1.94K +111 +0.4%
IHL
24
Investment House LLC
California
$356K +$1.75K +100 +0.5%
LPL Financial
25
LPL Financial
California
$352K -$49.8K -2,855 -13%

GDO Hedge Fund Activity: Q4 2020 in Review

42 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global Corporate Defined Opportunity Fund (GDO) for Q4 2020, worth a combined $81.9M — up 7.1% from $76.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GDO positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $326K. The largest seller was FCA Corp, cutting an estimated $773K.

  • 42 institutional investors held Western Asset Global Corporate Defined Opportunity Fund (GDO) as of Q4 2020, up from 38 in Q3 2020.
  • Funds reported $81.9M of Western Asset Global Corporate Defined Opportunity Fund stock for Q4 2020, up 7.1% quarter-over-quarter.
  • 8 funds opened new Western Asset Global Corporate Defined Opportunity Fund positions in Q4 2020 and 4 closed out, a net change of +4 holders.
  • The largest Western Asset Global Corporate Defined Opportunity Fund buyer in Q4 2020 was Morgan Stanley, an estimated $326K added.
  • The largest Western Asset Global Corporate Defined Opportunity Fund seller in Q4 2020 was FCA Corp, an estimated $773K sold.

Based on aggregated 13F filings for Q4 2020.