BrandywineGLOBAL Global Income Opportunities Fund
BWG
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.
42% more capital invested
Capital invested by funds: $52.7M → $75.1M (+$22.3M)
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
11.69% more ownership
Funds ownership: 41.83% → 53.52% (+12%)
0% more funds holding
Funds holding: 39 → 39 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.75M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$496K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$445K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$441K |
| 5 |
SA
SFI Advisors
Montclair,
New Jersey
|
+$275K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$969K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$181K |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$160K |
| 4 |
QL
Quarry LP
New York
|
-$160K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$133K |
BWG Hedge Fund Activity: Q4 2023 in Review
39 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q4 2023, worth a combined $75.1M — up 42% from $52.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BWG positions and 5 closed out — a net gain of 1 holder — while 15 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.75M. The largest seller was Ameriprise, cutting an estimated $969K.
- 39 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $75.1M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q4 2023, up 42% quarter-over-quarter.
- 6 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q4 2023 and 5 closed out, a net change of +1 holder.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $9.75M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q4 2023 was Ameriprise, an estimated $969K sold.
Based on aggregated 13F filings for Q4 2023.