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BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

39 hedge funds and large institutions have $52.7M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

11% more funds holding

Funds holding: 35 → 39 (+4)

0.61% less ownership

Funds ownership: 42.43% → 41.83% (-0.61%)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

8% less capital invested

Capital invested by funds: $57.3M → $52.7M (-$4.59M)

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
API
Advisor Partners II
California
+$1.58M
2
Wells Fargo
Wells Fargo
California
+$977K
3
Morgan Stanley
Morgan Stanley
New York
+$586K
4
Ameriprise
Ameriprise
Minnesota
+$410K
5
CCP
Clough Capital Partners
Massachusetts
+$172K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$1.85M
2
WAM
Wolverine Asset Management
Illinois
-$1.12M
3
ACP
Aviance Capital Partners
Florida
-$732K
4
GC
Guggenheim Capital
Illinois
-$429K
5
LSC
Logan Stone Capital
Illinois
-$424K
Name Holding Trade Value Shares
Change 		Change in
Stake
LSC
26
Logan Stone Capital
Illinois
$133K -$424K -52,520 -75%
WS
27
Wedbush Securities
California
$129K – – –
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$116K +$125K +15,457 New
HighTower Advisors
29
HighTower Advisors
Illinois
$107K -$85.7K -10,627 -40%
Invesco
30
Invesco
Georgia
$98.2K +$105K +13,076 New
LCM
31
Landscape Capital Management
New Jersey
$77.5K -$94.5K -11,719 -53%
Comerica Bank
32
Comerica Bank
Texas
$26.2K +$28.1K +3,487 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$5.33K – – –
PTC
34
Private Trust Company
Ohio
$5.28K – – –
LFG
35
Larson Financial Group
Missouri
$4.99K -$19.8K -2,456 -79%
Bessemer Group
36
Bessemer Group
New Jersey
$3K -$1.35K -168 -31%
FIA
37
FNY Investment Advisers
New York
$3K – – –
First Manhattan
38
First Manhattan
New York
$2.64K – – –
JP Morgan Chase
39
JP Morgan Chase
New York
$623 +$669 +83 New
WAM
40
Wolverine Asset Management
Illinois
– -$1.12M -139,069 Closed
ACP
41
Aviance Capital Partners
Florida
– -$732K -90,990 Closed
EWA
42
EverSource Wealth Advisors
Alabama
– -$2.36K -293 Closed
SPIA
43
Steward Partners Investment Advisory
New York
– -$1.54K -192 Closed
1
2

BWG Hedge Fund Activity: Q3 2023 in Review

39 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q3 2023, worth a combined $52.7M — down 8% from $57.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BWG positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Advisor Partners II, opening a new position worth an estimated $1.58M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.85M.

  • 39 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q3 2023, up from 35 in Q2 2023.
  • Funds reported $52.7M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q3 2023, down 8% quarter-over-quarter.
  • 8 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q3 2023 and 4 closed out, a net change of +4 holders.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q3 2023 was Advisor Partners II, an estimated $1.58M added.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q3 2023 was Rivernorth Capital Management, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2023.