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BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

38 hedge funds and large institutions have $65.9M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

1.79% less ownership

Funds ownership: 48.41% → 46.62% (-1.8%)

5% less funds holding

Funds holding: 40 → 38 (-2)

20% less capital invested

Capital invested by funds: $82.6M → $65.9M (-$16.7M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
19
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$19.5M
2
Bank of America
Bank of America
North Carolina
+$734K
3
GC
Guggenheim Capital
Illinois
+$699K
4
RJA
Raymond James & Associates
Florida
+$478K
5
MC
Matisse Capital
Oregon
+$424K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$3.47M
2
CCP
Clough Capital Partners
Massachusetts
-$818K
3
Wells Fargo
Wells Fargo
California
-$729K
4
RCM
Rivernorth Capital Management
Florida
-$537K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$331K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$143K – – –
CPIG
27
Chicago Partners Investment Group
Illinois
$135K +$1.38K +151 +1%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$118K -$331K -36,329 -72%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$113K +$100 +11 +0.1%
LCM
30
Landscape Capital Management
New Jersey
$99K +$3.46K +379 +3%
AWM
31
Axxcess Wealth Management
California
$86K -$4.14K -454 -4%
PAS
32
Park Avenue Securities
New York
$86K +$1.5K +164 +2%
PTC
33
Private Trust Company
Ohio
$6K +$6.41K +703 New
IA
34
IFP Advisors
Florida
$4K – – –
FIA
35
FNY Investment Advisers
New York
$3K – – –
First Manhattan
36
First Manhattan
New York
$2K – – –
Bessemer Group
37
Bessemer Group
New Jersey
$1K -$2.26K -248 -69%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$1K +$1.88K +206 New
COLIM
39
City of London Investment Management
United Kingdom
– -$3.47M -343,382 Closed
H6H
40
Hightower 6M Holding
Kansas
– -$233K -23,007 Closed
WAM
41
Wolverine Asset Management
Illinois
– -$199K -19,683 Closed
CJL
42
Cyrus J. Lawrence
New York
– -$3K -338 Closed
1
2

BWG Hedge Fund Activity: Q2 2022 in Review

38 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q2 2022, worth a combined $65.9M — down 20% from $82.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BWG and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $19.5M. The largest seller was City of London Investment Management, exiting entirely with an estimated $3.47M sold.

  • 38 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q2 2022, down from 40 in Q1 2022.
  • Funds reported $65.9M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q2 2022, down 20% quarter-over-quarter.
  • 3 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q2 2022 and 4 closed out, a net change of -1 holder.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q2 2022 was Morgan Stanley, an estimated $19.5M added.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q2 2022 was City of London Investment Management, an estimated $3.47M sold.

Based on aggregated 13F filings for Q2 2022.