BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

44 hedge funds and large institutions have $59.7M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.21M
2
WAM
2
Wolverine Asset Management
Illinois
$399K
3
Bank of America
3
Bank of America
North Carolina
$3.54M
4
RC
4
Rareview Capital
Nevada
$216K
5
Wells Fargo
5
Wells Fargo
California
$4.34M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.4M
2
GC
2
Guggenheim Capital
Illinois
$2.38M
3
LPL Financial
3
LPL Financial
California
$1.24M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$616K
5
UBS Group
5
UBS Group
Switzerland
$325K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.4M 1,969,087 -107,569 -5%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$9.18M 1,104,479 +1,340 +0.1%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$7.41M 891,237 +25,313 +3%
Wells Fargo
4
Wells Fargo
California
$4.34M 522,440 +25,932 +5%
Bank of America
5
Bank of America
North Carolina
$3.54M 426,179 +47,748 +13%
SFS
6
Shaker Financial Services
Virginia
$3.21M 382,468 +133,608 +54%
GC
7
Guggenheim Capital
Illinois
$2.38M 285,934 -54,446 -16%
SI
8
Stephens Inc
Arkansas
$1.25M 150,632 +5,310 +4%
MC
9
Matisse Capital
Oregon
$1.25M 149,900 – –
LPL Financial
10
LPL Financial
California
$1.24M 149,182 -28,714 -16%
PAG
11
Private Advisor Group
New Jersey
$1.19M 143,300 +12,550 +10%
Invesco
12
Invesco
Georgia
$1.16M 139,368 +17,698 +15%
ARA
13
Alexander Randolph Advisory
Virginia
$1.06M 127,926 -274 -0.2%
AAM
14
Advisors Asset Management
Colorado
$862K 103,750 -97 -0.1%
Raymond James Financial
15
Raymond James Financial
Florida
$629K 75,707 +113 +0.1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$616K 74,165 -13,502 -15%
PI
17
PFG Investments
New York
$449K 53,982 +24,082 +81%
NA
18
NewEdge Advisors
Louisiana
$400K 48,100 -1,800 -4%
WAM
19
Wolverine Asset Management
Illinois
$399K 48,010 +48,010 New
UBS Group
20
UBS Group
Switzerland
$325K 39,051 -7,275 -16%
AC
21
AlphaCore Capital
California
$258K 31,000 – –
AWM
22
Apollon Wealth Management
South Carolina
$232K 27,925 +1,220 +5%
RC
23
Rareview Capital
Nevada
$216K 25,965 +25,965 New
Ameriprise
24
Ameriprise
Minnesota
$206K 24,770 +1,298 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$199K 23,901 -1,715 -7%
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