We are live on ! Find out more
GDO

Western Asset Global Corporate Defined Opportunity Fund

45 hedge funds and large institutions have $61.9M invested in Western Asset Global Corporate Defined Opportunity Fund in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $49.9M → $61.9M (+$12M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2.49% more ownership

Funds ownership: 29.93%32.42% (+2.5%)

0% more funds holding

Funds holding: 4545 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.9M -$2.06M -168,478 -17%
PAIM
2
Punch & Associates Investment Management
Minnesota
$10.7M +$660K +54,089 +7%
SIA
3
Sit Investment Associates
Minnesota
$5.08M +$4.23M +346,680 +683%
Bank of America
4
Bank of America
North Carolina
$4.42M +$105K +8,585 +3%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$3.9M +$2.04M +167,296 +121%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.91M +$218K +17,877 +9%
FC
7
FCA Corp
Texas
$2.87M -$96.3K -7,890 -3%
Wells Fargo
8
Wells Fargo
California
$2.8M -$34.7K -2,841 -1%
GC
9
Guggenheim Capital
Illinois
$2.4M +$359K +29,389 +19%
Cohen & Steers
10
Cohen & Steers
New York
$2.17M
RJA
11
Raymond James & Associates
Florida
$1.77M -$258K -21,107 -13%
Ameriprise
12
Ameriprise
Minnesota
$1.67M -$461K -37,743 -22%
UBS Group
13
UBS Group
Switzerland
$1.57M -$51.8K -4,241 -3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.21M +$75K +6,145 +7%
Cerity Partners
15
Cerity Partners
New York
$1.15M +$1.1M +90,294 New
SFS
16
Sowell Financial Services
Arkansas
$827K
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$754K +$38.6K +3,165 +6%
SRC
18
Shufro Rose & Co
New York
$719K -$134K -11,000 -16%
AW
19
Atlas Wealth
Ohio
$539K +$516K +42,232 New
DAS
20
Dynamic Advisor Solutions
Arizona
$473K +$56.5K +4,628 +14%
KAS
21
Kestra Advisory Services
Texas
$433K +$133K +10,867 +47%
MGAM
22
McGowan Group Asset Management
Texas
$421K +$4.96K +406 +1%
NA
23
NewEdge Advisors
Louisiana
$356K -$11K -900 -3%
SPIA
24
Steward Partners Investment Advisory
New York
$303K -$513 -42 -0.2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$302K -$33.4K -2,735 -10%

GDO Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global Corporate Defined Opportunity Fund (GDO) for Q4 2022, worth a combined $61.9M — up 24% from $49.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GDO positions and 8 closed out — a net gain of 1 holder — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.23M. The largest seller was Morgan Stanley, cutting an estimated $2.06M.

  • 45 institutional investors held Western Asset Global Corporate Defined Opportunity Fund (GDO) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $61.9M of Western Asset Global Corporate Defined Opportunity Fund stock for Q4 2022, up 24% quarter-over-quarter.
  • 9 funds opened new Western Asset Global Corporate Defined Opportunity Fund positions in Q4 2022 and 8 closed out, a net change of +1 holder.
  • The largest Western Asset Global Corporate Defined Opportunity Fund buyer in Q4 2022 was Sit Investment Associates, an estimated $4.23M added.
  • The largest Western Asset Global Corporate Defined Opportunity Fund seller in Q4 2022 was Morgan Stanley, an estimated $2.06M sold.

Based on aggregated 13F filings for Q4 2022.