BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

43 hedge funds and large institutions have $97.5M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
15
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$20.9M
2
RCM
2
Rivernorth Capital Management
Florida
$28.5M
3
BI
3
Bulldog Investors
New Jersey
$4.83M
4
FIMG
4
Financial & Investment Management Group
Michigan
$6.48M
5
WAM
5
Wolverine Asset Management
Illinois
$1.38M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.35M
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
Invesco
3
Invesco
Georgia
$992K
4
CCP
4
Cardan Capital Partners
Colorado
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EDRIA
26
Edmonds Duncan Registered Investment Advisors
Kansas
$321K 30,925 +898 +3%
RC
27
Roundview Capital
New Jersey
$275K 26,502 – –
Walleye Trading
28
Walleye Trading
New York
$254K 24,500 +1,600 +7%
6M
29
6 Meridian
Kansas
$236K 22,721 +126 +0.6%
WAM
30
Weiss Asset Management
Massachusetts
$230K 22,132 +22,132 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$201K 19,379 +1,970 +11%
AC
32
Almitas Capital
California
$171K 16,496 +16,496 New
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$151K 14,500 +14,500 New
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$125K 12,000 – –
FAAS
35
First Allied Advisory Services
California
$116K 11,225 -2,127 -16%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$113K 10,877 -2,285 -17%
Ameriprise
37
Ameriprise
Minnesota
$111K 10,646 +119 +1%
AG
38
Advisor Group
Arizona
$100K 9,605 -800 -8%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$100K 9,665 +9,665 New
Citigroup
40
Citigroup
New York
$58K 5,560 – –
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$22K 2,159 -1,500 -41%
MOS
42
MGO One Seven
Ohio
$20K 2,004 +2,004 New
First Manhattan
43
First Manhattan
New York
$5K 500 -2,500 -83%
AWA
44
Arete Wealth Advisors
Illinois
– – -58,463 Closed
CCP
45
Cardan Capital Partners
Colorado
– – -47,439 Closed
Stifel Financial
46
Stifel Financial
Missouri
– – -21,756 Closed
AAM
47
Advisors Asset Management
Colorado
– – -20,988 Closed
CAN
48
Cetera Advisor Networks
California
– – -18,700 Closed
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
– – -12,282 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– – -10,886 Closed
1
2
3