BrandywineGLOBAL Global Income Opportunities Fund
BWG
42 hedge funds and large institutions have $103M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
29% more capital invested
Capital invested by funds: $80M → $103M (+$22.9M)
14% more funds holding
Funds holding: 37 → 42 (+5)
8.52% more ownership
Funds ownership: 29.51% → 38.04% (+8.5%)
68% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$16.3M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$5.05M |
| 3 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
+$2.32M |
| 4 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$577K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$467K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PVI
Partners Value Investments
Hamilton,
Bermuda
|
-$1.31M |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
-$810K |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$743K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$523K |
| 5 |
Morgan Stanley
New York
|
-$314K |
BWG Hedge Fund Activity: Q1 2018 in Review
42 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q1 2018, worth a combined $103M — up 29% from $80M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BWG positions and 7 closed out — a net gain of 5 holders — while 6 added to existing stakes and 19 trimmed.
The largest buyer was Wells Fargo, adding an estimated $16.3M. The largest seller was Partners Value Investments, exiting entirely with an estimated $1.31M sold.
- 42 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q1 2018, up from 37 in Q4 2017.
- Funds reported $103M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q1 2018, up 29% quarter-over-quarter.
- 12 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q1 2018 and 7 closed out, a net change of +5 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q1 2018 was Wells Fargo, an estimated $16.3M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q1 2018 was Partners Value Investments, an estimated $1.31M sold.
Based on aggregated 13F filings for Q1 2018.