BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

46 hedge funds and large institutions have $104M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
17
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
Almitas Capital
California
+$2.55M
2
Wells Fargo
Wells Fargo
California
+$1.77M
3
BI
Bulldog Investors
New Jersey
+$1.56M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$697K
5
1CP
1607 Capital Partners
Virginia
+$417K

Top Sellers

1
Invesco
Invesco
Georgia
-$695K
2
UBS Group
UBS Group
Switzerland
-$366K
3
RCM
Rivernorth Capital Management
Florida
-$250K
4
CRC
Curi RMB Capital
Illinois
-$233K
5
WAM
Weiss Asset Management
Massachusetts
-$230K
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRIA
26
Edmonds Duncan Registered Investment Advisors
Kansas
$345K +$290 +26 +0.1%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$302K +$140K +12,600 +87%
Walleye Trading
28
Walleye Trading
New York
$270K -$3.35K -300 -1%
BTS
29
BB&T Securities
Virginia
$266K -$128K -11,530 -32%
FIA
30
FNY Investment Advisers
New York
$239K +$239K +21,484 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$228K +$12.5K +1,128 +6%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$219K +$219K +19,635 New
DAS
33
Dynamic Advisor Solutions
Arizona
$156K +$156K +14,030 New
RC
34
Roundview Capital
New Jersey
$150K -$145K -13,040 -49%
SBIA
35
Sheaff Brock Investment Advisors
Indiana
$134K – – –
KIM
36
Karpus Investment Management
New York
$134K +$134K +12,000 New
Walleye Capital
37
Walleye Capital
New York
$126K +$126K +11,300 New
FAAS
38
First Allied Advisory Services
California
$124K -$100 -9 -0.1%
Ameriprise
39
Ameriprise
Minnesota
$119K +$368 +33 +0.3%
LPL Financial
40
LPL Financial
California
$116K +$116K +10,450 New
AG
41
Advisor Group
Arizona
$107K – – –
Citigroup
42
Citigroup
New York
$68K +$5.7K +509 +9%
RIA
43
Realta Investment Advisors
Delaware
$61K +$61K +5,592 New
TJHA
44
Thomas J. Herzfeld Advisors
Florida
$59K +$34.8K +3,105 +144%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15K +1,375 New
First Manhattan
46
First Manhattan
New York
$5K – – –
WAM
47
Weiss Asset Management
Massachusetts
– -$230K -22,132 Closed
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
– -$113K -10,877 Closed
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
– -$100K -9,665 Closed
MOS
50
MGO One Seven
Ohio
– -$20K -2,004 Closed
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