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BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

52 hedge funds and large institutions have $57.2M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

13% more funds holding

Funds holding: 46 → 52 (+6)

0.55% less ownership

Funds ownership: 44.89% → 44.34% (-0.55%)

9% less capital invested

Capital invested by funds: $63.1M → $57.2M (-$5.91M)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
18
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$975K
2
SFS
Shaker Financial Services
Virginia
+$724K
3
RC
Rareview Capital
Nevada
+$482K
4
LSC
Logan Stone Capital
Illinois
+$355K
5
SI
Stephens Inc
Arkansas
+$192K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$919K
2
Bank of America
Bank of America
North Carolina
-$768K
3
ARA
Alexander Randolph Advisory
Virginia
-$562K
4
GC
Guggenheim Capital
Illinois
-$499K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$276K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.5M -$196K -23,685 -1%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$12.8M +$15.6K +1,886 +0.1%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$5.68M – – –
Wells Fargo
4
Wells Fargo
California
$3.59M -$228K -27,575 -6%
SFS
5
Shaker Financial Services
Virginia
$3.04M +$724K +87,703 +28%
AAM
6
Advisors Asset Management
Colorado
$2.58M -$919K -111,265 -25%
Bank of America
7
Bank of America
North Carolina
$2.2M -$768K -93,059 -24%
Invesco
8
Invesco
Georgia
$1.45M +$22.5K +2,725 +1%
PAG
9
Private Advisor Group
New Jersey
$1.29M +$186K +22,493 +15%
SI
10
Stephens Inc
Arkansas
$1.22M +$192K +23,217 +17%
MC
11
Matisse Capital
Oregon
$1.12M – – –
LPL Financial
12
LPL Financial
California
$1.12M +$98.9K +11,978 +9%
RC
13
Rareview Capital
Nevada
$950K +$482K +58,436 +105%
WAM
14
Wolverine Asset Management
Illinois
$905K +$975K +118,030 New
Raymond James Financial
15
Raymond James Financial
Florida
$676K +$82.7K +10,018 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$622K +$118K +14,236 +21%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$469K -$97K -11,749 -16%
NA
18
NewEdge Advisors
Louisiana
$338K -$7.43K -900 -2%
LSC
19
Logan Stone Capital
Illinois
$330K +$355K +42,997 New
ARA
20
Alexander Randolph Advisory
Virginia
$319K -$562K -68,033 -62%
EA
21
Eclectic Associates
California
$314K +$111K +13,489 +49%
GC
22
Guggenheim Capital
Illinois
$261K -$499K -60,476 -64%
AWM
23
Apollon Wealth Management
South Carolina
$241K – – –
AC
24
AlphaCore Capital
California
$238K – – –
Ameriprise
25
Ameriprise
Minnesota
$186K -$208K -25,213 -51%
1
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BWG Hedge Fund Activity: Q1 2026 in Review

52 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q1 2026, worth a combined $57.2M — down 9.4% from $63.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BWG positions and 1 closed out — a net gain of 8 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $975K. The largest seller was Advisors Asset Management, cutting an estimated $919K.

  • 52 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q1 2026, up from 46 in Q4 2025.
  • Funds reported $57.2M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q1 2026, down 9.4% quarter-over-quarter.
  • 9 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q1 2026 and 1 closed out, a net change of +8 holders.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q1 2026 was Wolverine Asset Management, an estimated $975K added.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q1 2026 was Advisors Asset Management, an estimated $919K sold.

Based on aggregated 13F filings for Q1 2026.