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BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

40 hedge funds and large institutions have $82.6M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.25% less ownership

Funds ownership: 48.66% → 48.41% (-0.25%)

2% less funds holding

Funds holding: 41 → 40 (-1)

14% less capital invested

Capital invested by funds: $95.7M → $82.6M (-$13.1M)

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$2.7M
2
CCP
Clough Capital Partners
Massachusetts
+$1.72M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.14M
4
Bank of America
Bank of America
North Carolina
+$638K
5
GC
Guggenheim Capital
Illinois
+$360K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.67M
2
COLIM
City of London Investment Management
United Kingdom
-$2.02M
3
UBS Group
UBS Group
Switzerland
-$1.17M
4
AAM
Advisors Asset Management
Colorado
-$391K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$359K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$199K -$89.9K -8,298 -30%
WS
27
Wedbush Securities
California
$181K +$54.2K +5,000 +39%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$177K -$10.2K -937 -5%
QC
29
Quantedge Capital
Singapore
$176K +$188K +17,371 New
AWS
30
Atria Wealth Solutions
New York
$172K +$185K +17,034 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$136K -$4.7K -434 -3%
CPIG
32
Chicago Partners Investment Group
Illinois
$132K +$163K +15,048 New
LCM
33
Landscape Capital Management
New Jersey
$115K +$5.47K +505 +5%
AWM
34
Axxcess Wealth Management
California
$108K +$2.57K +237 +2%
PAS
35
Park Avenue Securities
New York
$102K +$110K +10,106 New
Bessemer Group
36
Bessemer Group
New Jersey
$4K +$325 +30 +9%
IA
37
IFP Advisors
Florida
$4K +$4.01K +370 New
FIA
38
FNY Investment Advisers
New York
$4K +$4.34K +400 New
First Manhattan
39
First Manhattan
New York
$3K – – –
CJL
40
Cyrus J. Lawrence
New York
$3K +$3.66K +338 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
– -$276K -23,548 Closed
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
– -$263K -22,461 Closed
Millennium Management
43
Millennium Management
New York
– -$225K -19,200 Closed
Walleye Capital
44
Walleye Capital
New York
– -$184K -15,686 Closed
Citadel Advisors
45
Citadel Advisors
Florida
– -$139K -11,841 Closed
Nomura Holdings
46
Nomura Holdings
Japan
– -$139K -11,834 Closed
Ameriprise
47
Ameriprise
Minnesota
– -$123K -10,514 Closed
GI
48
Gradient Investments
Minnesota
– -$1K -60 Closed
1
2

BWG Hedge Fund Activity: Q1 2022 in Review

40 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q1 2022, worth a combined $82.6M — down 14% from $95.7M a quarter earlier.

Fund positioning in BWG was balanced in Q1 2022: 8 funds opened new positions, 8 closed out, 17 added to existing stakes and 14 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $2.7M. The largest seller was Wells Fargo, cutting an estimated $2.67M.

  • 40 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q1 2022, down from 41 in Q4 2021.
  • Funds reported $82.6M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q1 2022, down 14% quarter-over-quarter.
  • 8 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q1 2022 and 8 closed out, a net change of 0 holders.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q1 2022 was Parametric Portfolio Associates, an estimated $2.7M added.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q1 2022 was Wells Fargo, an estimated $2.67M sold.

Based on aggregated 13F filings for Q1 2022.