BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

41 hedge funds and large institutions have $56.5M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$6.72M
2
GC
2
Guggenheim Capital
Illinois
$2.61M
3
Raymond James Financial
3
Raymond James Financial
Florida
$603K
4
LPL Financial
4
LPL Financial
California
$1.49M
5
AWM
5
Apollon Wealth Management
South Carolina
$214K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$2.03M
2
Wells Fargo
2
Wells Fargo
California
$3.91M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.4M
4
SFS
4
Shaker Financial Services
Virginia
$1.8M
5
Bank of America
5
Bank of America
North Carolina
$3.14M
Name Market Value Shares Shares
Change 		Shares
Change %
SA
26
Sanctuary Advisors
Indiana
$149K 18,020 -2,972 -14%
HighTower Advisors
27
HighTower Advisors
Illinois
$143K 17,817 -2,456 -12%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$136K 16,947 +16,947 New
PI
29
PFG Investments
New York
$94.8K 11,848 +102 +0.9%
Osaic Holdings
30
Osaic Holdings
Arizona
$82.9K 10,357 +519 +5%
AWM
31
Avior Wealth Management
Nebraska
$68.8K 8,604 -232 -3%
WAM
32
Wolverine Asset Management
Illinois
$59.4K 7,427 -7,985 -52%
Comerica Bank
33
Comerica Bank
Texas
$19.4K 2,431 +23 +1%
FP
34
Financial Perspectives
Minnesota
$9.01K 1,126 +1,126 New
WA
35
WPG Advisers
Maryland
$6.66K 833 +833 New
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$6.59K 824 – –
PTC
37
Private Trust Company
Ohio
$5.62K 703 – –
LFG
38
Larson Financial Group
Missouri
$5.32K 665 – –
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$5K 671 – –
Bessemer Group
40
Bessemer Group
New Jersey
$5K 575 +7 +1%
CW
41
Curio Wealth
Maryland
$4.75K 593 +593 New
Baird Financial Group
42
Baird Financial Group
Wisconsin
– – -16,105 Closed
LCM
43
Landscape Capital Management
New Jersey
– – -15,874 Closed
WS
44
Wedbush Securities
California
– – -12,116 Closed
NB
45
NBT Bank
New York
– – -3,000 Closed
KB
46
Kimelman & Baird
New York
– – -1,405 Closed
FIA
47
FNY Investment Advisers
New York
– – -400 Closed
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
1
2