BrandywineGLOBAL Global Income Opportunities Fund
BWG
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.
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
5% more funds holding
Funds holding: 39 → 41 (+2)
9.45% less ownership
Funds ownership: 53.52% → 44.07% (-9.4%)
16% less capital invested
Capital invested by funds: $75.1M → $62.8M (-$12.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$943K |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$940K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$601K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$396K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$15.4M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$575K |
| 3 |
SCM
Saba Capital Management
New York
|
-$519K |
| 4 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$300K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$174K |
BWG Hedge Fund Activity: Q1 2024 in Review
41 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q1 2024, worth a combined $62.8M — down 16% from $75.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BWG positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 11 trimmed.
The largest buyer was Advisors Asset Management, opening a new position worth an estimated $943K. The largest seller was Morgan Stanley, cutting an estimated $15.4M.
- 41 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q1 2024, up from 39 in Q4 2023.
- Funds reported $62.8M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q1 2024, down 16% quarter-over-quarter.
- 8 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q1 2024 and 6 closed out, a net change of +2 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q1 2024 was Advisors Asset Management, an estimated $943K added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $15.4M sold.
Based on aggregated 13F filings for Q1 2024.