BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Trends Analyst Outlook Journalist POV

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

less ownership

Funds ownership: →

16% less capital invested

Capital invested by funds: $75.1M → $62.8M (-$12.3M)

Holders
41
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$950K
2
+$947K
3
+$611K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$399K
5
CA
Cetera Advisors
Colorado
+$231K

Top Sellers

1
-$15.5M
2
-$579K
3
-$519K
4
SA
SFI Advisors
New Jersey
-$300K
5
Wells Fargo
Wells Fargo
California
-$175K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$179K
27
$159K
28
$159K
29
$145K
30
$142K
31
$141K
32
$137K
33
$98.4K
34
$74.9K
35
$29.3K
36
$6.99K
37
$5.96K
38
$5.64K
39
$4K
40
$2.98K
41
$3
42
–
43
–
44
–
45
–
46
–
47
–
1
2