BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

41 hedge funds and large institutions have $62.8M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$950K
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$947K
3
SFS
Shaker Financial Services
Virginia
+$611K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$399K
5
CA
Cetera Advisors
Colorado
+$231K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$15.5M
2
RCM
Rivernorth Capital Management
Florida
-$579K
3
SCM
Saba Capital Management
New York
-$519K
4
SA
SFI Advisors
New Jersey
-$300K
5
Wells Fargo
Wells Fargo
California
-$175K
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
26
Laird Norton Wetherby Wealth Management
California
$179K +$179K +21,077 New
HighTower Advisors
27
HighTower Advisors
Illinois
$159K +$30.3K +3,702 +24%
NB
28
NBT Bank
New York
$159K – – –
WS
29
Wedbush Securities
California
$145K – – –
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$142K +$142K +16,780 New
Ameriprise
31
Ameriprise
Minnesota
$141K -$93.5K -11,024 -40%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$137K -$101K -11,905 -43%
PI
33
PFG Investments
New York
$98.4K +$98.4K +11,601 New
AWM
34
Avior Wealth Management
Nebraska
$74.9K +$74.9K +8,834 New
Comerica Bank
35
Comerica Bank
Texas
$29.3K +$4.34K +512 +17%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$6.99K +$967 +114 +16%
PTC
37
Private Trust Company
Ohio
$5.96K – – –
LFG
38
Larson Financial Group
Missouri
$5.64K – – –
Bessemer Group
39
Bessemer Group
New Jersey
$4K +$952 +118 +31%
First Manhattan
40
First Manhattan
New York
$2.98K – – –
FIA
41
FNY Investment Advisers
New York
$3 +$3 +400 New
SCM
42
Saba Capital Management
New York
– -$519K -62,069 Closed
SA
43
SFI Advisors
New Jersey
– -$300K -35,934 Closed
Nomura Holdings
44
Nomura Holdings
Japan
– -$154K -18,379 Closed
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
– -$92K -10,987 Closed
ASN
46
Advisory Services Network
Georgia
– -$62.3K -7,452 Closed
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
– -$1.94K -232 Closed
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