BrandywineGLOBAL Global Income Opportunities Fund
BWG
39 hedge funds and large institutions have $56.5M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
0% more funds holding
Funds holding: 39 → 39 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
2.91% less ownership
Funds ownership: 45.35% → 42.44% (-2.9%)
9% less capital invested
Capital invested by funds: $62M → $56.5M (-$5.54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.56M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$683K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$543K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$519K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$437K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$6.59M |
| 2 |
SCM
Saba Capital Management
New York
|
-$1.18M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$566K |
| 4 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
-$373K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$258K |
BWG Hedge Fund Activity: Q1 2023 in Review
39 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q1 2023, worth a combined $56.5M — down 8.9% from $62M a quarter earlier.
Fund positioning in BWG was balanced in Q1 2023: 5 funds opened new positions, 5 closed out, 16 added to existing stakes and 9 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.56M. The largest seller was Rivernorth Capital Management, cutting an estimated $6.59M.
- 39 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $56.5M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q1 2023, down 8.9% quarter-over-quarter.
- 5 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q1 2023 and 5 closed out, a net change of 0 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q1 2023 was Wells Fargo, an estimated $1.56M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q1 2023 was Rivernorth Capital Management, an estimated $6.59M sold.
Based on aggregated 13F filings for Q1 2023.