BrandywineGLOBAL Global Income Opportunities Fund
BWG
34 hedge funds and large institutions have $94.6M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
41% more capital invested
Capital invested by funds: $67.2M → $94.6M (+$27.3M)
13% more funds holding
Funds holding: 30 → 34 (+4)
7.51% more ownership
Funds ownership: 18.6% → 26.1% (+7.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.05M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.48M |
| 3 |
SCM
Saba Capital Management
New York
|
+$4.28M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.47M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$3.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$4.47M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$1M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$622K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$467K |
| 5 |
OC
Oppenheimer & Co
New York
|
-$283K |
BWG Hedge Fund Activity: Q4 2013 in Review
34 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q4 2013, worth a combined $94.6M — up 41% from $67.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BWG positions and 6 closed out — a net gain of 4 holders — while 13 added to existing stakes and 8 trimmed.
The largest buyer was Wells Fargo, adding an estimated $5.05M. The largest seller was UBS, cutting an estimated $4.47M.
- 34 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q4 2013, up from 30 in Q3 2013.
- Funds reported $94.6M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q4 2013, up 41% quarter-over-quarter.
- 10 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q4 2013 and 6 closed out, a net change of +4 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q4 2013 was Wells Fargo, an estimated $5.05M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q4 2013 was UBS, an estimated $4.47M sold.
Based on aggregated 13F filings for Q4 2013.