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GDO

Western Asset Global Corporate Defined Opportunity Fund

31 hedge funds and large institutions have $15.8M invested in Western Asset Global Corporate Defined Opportunity Fund in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.41% less ownership

Funds ownership: 19.27%17.87% (-1.4%)

6% less capital invested

Capital invested by funds: $16.8M → $15.8M (-$940K)

9% less funds holding

Funds holding: 3431 (-3)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
9
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.69M -$513K -45,144 -24%
SAM
2
Smith Asset Management
Florida
$1.52M -$4.01K -353 -0.3%
Ameriprise
3
Ameriprise
Minnesota
$1.4M +$115K +10,148 +9%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.33M +$376K +33,151 +42%
1CP
5
1607 Capital Partners
Virginia
$1.17M +$245K +21,550 +28%
Cerity Partners
6
Cerity Partners
New York
$1.07M
Raymond James Financial
7
Raymond James Financial
Florida
$887K +$10K +884 +1%
GC
8
Guggenheim Capital
Illinois
$841K -$637K -56,064 -44%
SFS
9
Sowell Financial Services
Arkansas
$718K -$39.7K -3,500 -5%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$713K
UBS Group
11
UBS Group
Switzerland
$712K +$64.2K +5,651 +10%
DAS
12
Dynamic Advisor Solutions
Arizona
$677K +$5.73K +505 +0.9%
Bank of America
13
Bank of America
North Carolina
$465K -$6.46K -569 -1%
SFS
14
Shaker Financial Services
Virginia
$393K -$166K -14,623 -31%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$359K +$23.3K +2,053 +7%
WAM
16
Wolverine Asset Management
Illinois
$282K -$409K -35,996 -60%
NA
17
NewEdge Advisors
Louisiana
$239K
Wells Fargo
18
Wells Fargo
California
$219K -$73.9K -6,505 -26%
SA
19
Sanctuary Advisors
Indiana
$211K -$704 -62 -0.3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$196K -$11.2K -990 -6%
HA
21
Huntleigh Advisors
Missouri
$188K
IAIM
22
International Assets Investment Management
Florida
$177K
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$139K +$2.23K +196 +2%
LCM
24
Landscape Capital Management
New Jersey
$126K -$19.8K -1,741 -14%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$46K +$4.14K +365 +10%

GDO Hedge Fund Activity: Q2 2025 in Review

31 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global Corporate Defined Opportunity Fund (GDO) for Q2 2025, worth a combined $15.8M — down 5.6% from $16.8M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of GDO and 0 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 9 added.

The largest buyer was Osaic Holdings, adding an estimated $376K. The largest seller was Guggenheim Capital, cutting an estimated $637K.

  • 31 institutional investors held Western Asset Global Corporate Defined Opportunity Fund (GDO) as of Q2 2025, down from 34 in Q1 2025.
  • Funds reported $15.8M of Western Asset Global Corporate Defined Opportunity Fund stock for Q2 2025, down 5.6% quarter-over-quarter.
  • 0 funds opened new Western Asset Global Corporate Defined Opportunity Fund positions in Q2 2025 and 2 closed out, a net change of -2 holders.
  • The largest Western Asset Global Corporate Defined Opportunity Fund buyer in Q2 2025 was Osaic Holdings, an estimated $376K added.
  • The largest Western Asset Global Corporate Defined Opportunity Fund seller in Q2 2025 was Guggenheim Capital, an estimated $637K sold.

Based on aggregated 13F filings for Q2 2025.