BrandywineGLOBAL Global Income Opportunities Fund
BWG
40 hedge funds and large institutions have $98.6M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 4 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 8
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 39 → 40 (+1)
0% less capital invested
Capital invested by funds: $98.8M → $98.6M (-$201K)
1.37% less ownership
Funds ownership: 26.22% → 24.85% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.22M |
| 2 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.16M |
| 3 |
RC
Roundview Capital
Princeton,
New Jersey
|
+$806K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$600K |
| 5 |
Morgan Stanley
New York
|
+$571K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$4.77M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.94M |
| 3 |
Cohen & Steers
New York
|
-$2.12M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2M |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$325K |
BWG Hedge Fund Activity: Q2 2014 in Review
40 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q2 2014, worth a combined $98.6M — down 0.2% from $98.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BWG positions and 4 closed out — a net gain of 1 holder — while 22 added to existing stakes and 8 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $2.22M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $4.77M sold.
- 40 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q2 2014, up from 39 in Q1 2014.
- Funds reported $98.6M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q2 2014, down 0.2% quarter-over-quarter.
- 5 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q2 2014 and 4 closed out, a net change of +1 holder.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q2 2014 was 1607 Capital Partners, an estimated $2.22M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q2 2014 was Karpus Investment Management, an estimated $4.77M sold.
Based on aggregated 13F filings for Q2 2014.