BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

39 hedge funds and large institutions have $75.1M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$5.97M
3
ARA
3
Alexander Randolph Advisory
Virginia
$960K
4
SFS
4
Shaker Financial Services
Virginia
$1.26M
5
Wells Fargo
5
Wells Fargo
California
$4.24M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$231K
2
GC
2
Guggenheim Capital
Illinois
$1.89M
3
CCP
3
Clough Capital Partners
Massachusetts
$0
4
QL
4
Quarry LP
New York
$0
5
SCM
5
Saba Capital Management
New York
$519K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$181K 21,671 -194 -0.9%
NB
27
NBT Bank
New York
$156K 18,700 – –
Nomura Holdings
28
Nomura Holdings
Japan
$154K 18,379 +18,379 New
WS
29
Wedbush Securities
California
$143K 17,116 -100 -0.6%
HighTower Advisors
30
HighTower Advisors
Illinois
$120K 15,733 -395 -2%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$92K 10,987 +10,987 New
ASN
32
Advisory Services Network
Georgia
$62.3K 7,452 +7,452 New
Comerica Bank
33
Comerica Bank
Texas
$24.6K 2,948 -539 -15%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$5.93K 710 – –
PTC
35
Private Trust Company
Ohio
$5.87K 703 – –
LFG
36
Larson Financial Group
Missouri
$5.56K 665 – –
Bessemer Group
37
Bessemer Group
New Jersey
$3K 378 +11 +3%
First Manhattan
38
First Manhattan
New York
$2.93K 350 – –
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$1.94K 232 +149 +180%
QL
40
Quarry LP
New York
– – -21,300 Closed
CCP
41
Clough Capital Partners
Massachusetts
– – -21,300 Closed
LSC
42
Logan Stone Capital
Illinois
– – -17,725 Closed
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
– – -15,457 Closed
FIA
44
FNY Investment Advisers
New York
– – -400 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
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