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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
CEFA
26
Closed-End Fund Advisors
Virginia
$172K +$15K +1,815 +9%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$151K +$933 +113 +0.6%
Cerity Partners
28
Cerity Partners
New York
$147K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$145K -$10.8K -1,310 -6%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$141K -$276K -33,451 -65%
EPW
31
Evolve Private Wealth
California
$129K -$396 -48 -0.3%
VDC
32
Van Diest Capital
Iowa
$129K +$139K +16,824 New
FPC
33
Flax Pond Capital
Massachusetts
$115K -$24.8K -3,000 -17%
OC
34
Oppenheimer & Co
New York
$109K – – –
UBS Group
35
UBS Group
Switzerland
$99.6K -$174K -21,043 -62%
IAS
36
Integrity Advisory Solutions
Texas
$96.8K +$13.3K +1,605 +15%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$95K -$166K -20,132 -62%
PI
38
PFG Investments
New York
$94.1K +$751 +91 +0.7%
PWPS
39
Pinnacle Wealth Planning Services
Ohio
$18.4K -$5.85K -708 -23%
HIC
40
Hamrick Investment Counsel
Washington
$15.3K +$16.5K +2,000 New
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$15.3K +$16.4K +1,991 New
WA
42
WPG Advisers
Maryland
$11.5K +$974 +118 +9%
ASN
43
Advisory Services Network
Georgia
$8.97K +$9.65K +1,169 New
SPIA
44
Steward Partners Investment Advisory
New York
$7.67K -$28K -3,397 -77%
WTC
45
WhitTier Trust Company
Nevada
$6.71K +$7.13K +863 New
PTC
46
Private Trust Company
Ohio
$5.39K – – –
LFG
47
Larson Financial Group
Missouri
$5.1K – – –
HWP
48
Highline Wealth Partners
California
$2.53K – – –
OCM
49
Osbon Capital Management
Massachusetts
$2.48K +$2.67K +323 New
RFP
50
Root Financial Partners
California
$2.45K +$2.64K +320 New
1
2
3

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.