BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

42 hedge funds and large institutions have $108M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-6
Holders Change %
-12.5%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
15
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$4.2M
2
COLIM
City of London Investment Management
United Kingdom
+$3.72M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.11M
4
IA
Icon Advisers
Colorado
+$806K
5
AAM
Advisors Asset Management
Colorado
+$564K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$3.04M
2
PCM
PenderFund Capital Management
British Columbia, Canada
-$2.61M
3
CA
Cornerstone Advisors
North Carolina
-$2.35M
4
RCM
Rivernorth Capital Management
Florida
-$2.31M
5
MC
Matisse Capital
Oregon
-$2.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$285K +$47.3K +4,496 +20%
Truist Financial
27
Truist Financial
North Carolina
$208K -$4.69K -446 -2%
Invesco
28
Invesco
Georgia
$183K +$183K +17,327 New
CRC
29
Curi RMB Capital
Illinois
$172K +$172K +16,300 New
Goldman Sachs
30
Goldman Sachs
New York
$161K +$161K +15,230 New
MC
31
Matisse Capital
Oregon
$141K -$2.16M -205,103 -94%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$140K +$7.47K +707 +6%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$135K -$10.5K -993 -7%
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$126K – – –
FAAS
35
First Allied Advisory Services
California
$110K -$14.6K -1,383 -12%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$108K – – –
Citigroup
37
Citigroup
New York
$70K +$1.91K +183 +3%
BWL
38
Bogart Wealth LLC
Virginia
$24K – – –
First Manhattan
39
First Manhattan
New York
$5K – – –
PAM
40
Panagora Asset Management
Massachusetts
$3K +$241 +23 +9%
SFS
41
Sowell Financial Services
Arkansas
$1K – – –
CA
42
Cornerstone Advisors
North Carolina
– -$2.35M -186,149 Closed
PCM
43
PenderFund Capital Management
British Columbia, Canada
– -$2.61M -158,948 Closed
BlackRock
44
BlackRock
New York
– -$1.25M -99,213 Closed
DAS
45
Dynamic Advisor Solutions
Arizona
– -$516K -40,859 Closed
FIA
46
FNY Investment Advisers
New York
– -$469K -37,184 Closed
6M
47
6 Meridian
Kansas
– -$431K -34,152 Closed
LCM
48
Landscape Capital Management
New Jersey
– -$302K -23,884 Closed
MIG
49
Mariner Investment Group
New York
– -$280K -22,189 Closed
KIM
50
Karpus Investment Management
New York
– -$152K -12,000 Closed
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