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BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

39 hedge funds and large institutions have $62M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $58.1M → $62M (+$3.91M)

0.07% less ownership

Funds ownership: 45.42% → 45.35% (-0.07%)

3% less funds holding

Funds holding: 40 → 39 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$845K
2
Ameriprise
Ameriprise
Minnesota
+$682K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$254K
4
Bank of America
Bank of America
North Carolina
+$207K
5
HighTower Advisors
HighTower Advisors
Illinois
+$179K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$856K
2
RCM
Rivernorth Capital Management
Florida
-$411K
3
SCM
Saba Capital Management
New York
-$323K
4
Wells Fargo
Wells Fargo
California
-$320K
5
WAM
Wolverine Asset Management
Illinois
-$139K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
26
Wedbush Securities
California
$140K +$803 +100 +0.6%
CPIG
27
Chicago Partners Investment Group
Illinois
$131K – – –
LSC
28
Logan Stone Capital
Illinois
$112K +$110K +13,749 New
AWS
29
Atria Wealth Solutions
New York
$107K -$19.8K -2,459 -16%
ASN
30
Advisory Services Network
Georgia
$60.7K +$59.9K +7,452 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$40.3K -$39.5K -4,920 -50%
LFG
32
Larson Financial Group
Missouri
$25.4K – – –
GRP
33
Global Retirement Partners
California
$8.43K +$273 +34 +3%
PTC
34
Private Trust Company
Ohio
$6K – – –
AWM
35
Accurate Wealth Management
Florida
$4.12K +$4.02K +500 New
IA
36
IFP Advisors
Florida
$4K -$16 -2 -0.5%
Bessemer Group
37
Bessemer Group
New Jersey
$3K +$3.21K +400 New
First Manhattan
38
First Manhattan
New York
$2.86K – – –
EWA
39
EverSource Wealth Advisors
Alabama
$2.39K – – –
WAM
40
Wolverine Asset Management
Illinois
– -$139K -18,362 Closed
QC
41
Quantedge Capital
Singapore
– -$129K -16,958 Closed
TSS
42
Two Sigma Securities
New York
– -$78K -10,252 Closed
AWM
43
Axxcess Wealth Management
California
– -$78K -10,205 Closed
GI
44
Gradient Investments
Minnesota
– -$13K -1,709 Closed
OC
45
Oakworth Capital
Alabama
– -$10K -1,376 Closed
FIA
46
FNY Investment Advisers
New York
– -$3K -400 Closed
1
2

BWG Hedge Fund Activity: Q4 2022 in Review

39 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q4 2022, worth a combined $62M — up 6.7% from $58.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BWG and 6 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 12 added.

The largest buyer was Allspring Global Investments, adding an estimated $845K. The largest seller was Morgan Stanley, cutting an estimated $856K.

  • 39 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q4 2022, down from 40 in Q3 2022.
  • Funds reported $62M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q4 2022, up 6.7% quarter-over-quarter.
  • 6 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q4 2022 and 7 closed out, a net change of -1 holder.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q4 2022 was Allspring Global Investments, an estimated $845K added.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q4 2022 was Morgan Stanley, an estimated $856K sold.

Based on aggregated 13F filings for Q4 2022.