BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

41 hedge funds and large institutions have $95.7M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
10
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$1.36M
2
PHS
Pekin Hardy Strauss
Illinois
+$970K
3
NA
NewEdge Advisors
Louisiana
+$814K
4
RCM
Rivernorth Capital Management
Florida
+$566K
5
WAM
Wolverine Asset Management
Illinois
+$327K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$8.66M
2
SCM
Saba Capital Management
New York
-$2.51M
3
AAM
Advisors Asset Management
Colorado
-$1.13M
4
FM
Family Management
New York
-$856K
5
PAG
Private Advisor Group
New Jersey
-$777K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$276K -$24.7K -2,110 -8%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$263K +$119K +10,131 +82%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$240K -$17.5K -1,498 -7%
Millennium Management
29
Millennium Management
New York
$225K +$225K +19,200 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$216K +$20.5K +1,745 +10%
Walleye Capital
31
Walleye Capital
New York
$184K -$311K -26,502 -63%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$162K +$162K +13,831 New
WS
33
Wedbush Securities
California
$151K +$9.46K +810 +7%
Nomura Holdings
34
Nomura Holdings
Japan
$139K +$139K +11,834 New
Citadel Advisors
35
Citadel Advisors
Florida
$139K +$139K +11,841 New
LCM
36
Landscape Capital Management
New Jersey
$127K +$127K +10,875 New
Ameriprise
37
Ameriprise
Minnesota
$123K +$123K +10,514 New
AWM
38
Axxcess Wealth Management
California
$122K +$122K +10,422 New
First Manhattan
39
First Manhattan
New York
$4K – – –
Bessemer Group
40
Bessemer Group
New Jersey
$4K +$4K +332 New
GI
41
Gradient Investments
Minnesota
$1K +$1K +60 New
FM
42
Family Management
New York
– -$856K -68,395 Closed
RJA
43
Raymond James & Associates
Florida
– -$341K -27,200 Closed
QC
44
Quantedge Capital
Singapore
– -$204K -16,271 Closed
TJHA
45
Thomas J. Herzfeld Advisors
Florida
– -$185K -14,803 Closed
Walleye Trading
46
Walleye Trading
New York
– -$135K -10,787 Closed
PAS
47
Park Avenue Securities
New York
– -$127K -10,125 Closed
TFO
48
Tarbox Family Office
California
– -$81K -6,436 Closed
BWL
49
Bogart Wealth LLC
Virginia
– -$28K -2,230 Closed
AWA
50
Arkadios Wealth Advisors
Georgia
– -$4K -345 Closed
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