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GDO

Western Asset Global Corporate Defined Opportunity Fund

49 hedge funds and large institutions have $67.2M invested in Western Asset Global Corporate Defined Opportunity Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

7% more funds holding

Funds holding: 4649 (+3)

2.87% less ownership

Funds ownership: 38.93%36.06% (-2.9%)

9% less capital invested

Capital invested by funds: $74.2M → $67.2M (-$6.99M)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$14.3M +$4.81K +383 +0%
PAIM
2
Punch & Associates Investment Management
Minnesota
$10M +$819K +65,157 +9%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$6.61M
Morgan Stanley
4
Morgan Stanley
New York
$6.2M -$7.61M -605,800 -55%
GC
5
Guggenheim Capital
Illinois
$3.85M +$396K +31,497 +11%
FC
6
FCA Corp
Texas
$3.72M +$444K +35,352 +13%
Bank of America
7
Bank of America
North Carolina
$3.67M -$124K -9,895 -3%
Wells Fargo
8
Wells Fargo
California
$3.11M +$156K +12,447 +5%
Cohen & Steers
9
Cohen & Steers
New York
$2.12M
Ameriprise
10
Ameriprise
Minnesota
$1.89M -$137K -10,875 -7%
Jane Street
11
Jane Street
New York
$1.17M +$1.17M +93,459 New
Cerity Partners
12
Cerity Partners
New York
$1.13M
RJA
13
Raymond James & Associates
Florida
$950K -$130K -10,330 -12%
SFS
14
Sowell Financial Services
Arkansas
$810K -$20.1K -1,600 -2%
UBS Group
15
UBS Group
Switzerland
$792K -$43.5K -3,459 -5%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$725K +$6.52K +519 +0.9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$664K -$68.2K -5,425 -9%
SRC
18
Shufro Rose & Co
New York
$574K -$101K -8,000 -15%
DAS
19
Dynamic Advisor Solutions
Arizona
$569K +$20.5K +1,631 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$524K -$538K -42,859 -51%
CPRC
21
Consolidated Portfolio Review Corp
New York
$464K +$6.38K +508 +1%
PI
22
PFG Investments
New York
$464K +$467K +37,188 New
MSAM
23
Moloney Securities Asset Management
Missouri
$354K +$125K +9,943 +54%
NA
24
NewEdge Advisors
Louisiana
$308K +$35.2K +2,800 +13%
KAS
25
Kestra Advisory Services
Texas
$273K -$35.2K -2,798 -11%

GDO Hedge Fund Activity: Q1 2024 in Review

49 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global Corporate Defined Opportunity Fund (GDO) for Q1 2024, worth a combined $67.2M — down 9.4% from $74.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GDO positions and 3 closed out — a net gain of 3 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.17M. The largest seller was Morgan Stanley, cutting an estimated $7.61M.

  • 49 institutional investors held Western Asset Global Corporate Defined Opportunity Fund (GDO) as of Q1 2024, up from 46 in Q4 2023.
  • Funds reported $67.2M of Western Asset Global Corporate Defined Opportunity Fund stock for Q1 2024, down 9.4% quarter-over-quarter.
  • 6 funds opened new Western Asset Global Corporate Defined Opportunity Fund positions in Q1 2024 and 3 closed out, a net change of +3 holders.
  • The largest Western Asset Global Corporate Defined Opportunity Fund buyer in Q1 2024 was Jane Street, an estimated $1.17M added.
  • The largest Western Asset Global Corporate Defined Opportunity Fund seller in Q1 2024 was Morgan Stanley, an estimated $7.61M sold.

Based on aggregated 13F filings for Q1 2024.