BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

40 hedge funds and large institutions have $58.3M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.3M
2
AC
2
AlphaCore Capital
California
$259K
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$7.3M
4
SFS
4
Shaker Financial Services
Virginia
$2.1M
5
PI
5
PFG Investments
New York
$250K

Top Sellers

1
CW
1
Curio Wealth
Maryland
$4.75K
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
AAM
3
Advisors Asset Management
Colorado
$867K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$172K
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$129K 15,410 -1,537 -9%
OC
27
Oppenheimer & Co
New York
$114K 13,603 +13,603 New
HighTower Advisors
28
HighTower Advisors
Illinois
$111K 13,306 -4,511 -25%
GWM
29
Geneos Wealth Management
Colorado
$64.4K 522 +522 New
SPIA
30
Steward Partners Investment Advisory
New York
$53.9K 6,452 +6,452 New
EC
31
Elequin Capital
New York
$35.3K 4,231 +4,231 New
Comerica Bank
32
Comerica Bank
Texas
$20.6K 2,472 +41 +2%
WA
33
WPG Advisers
Maryland
$15.5K 1,856 +1,023 +123%
FP
34
Financial Perspectives
Minnesota
$9.58K 1,147 +21 +2%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$6.88K 824 – –
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$6K 671 – –
PTC
37
Private Trust Company
Ohio
$5.87K 703 – –
LFG
38
Larson Financial Group
Missouri
$5.55K 665 – –
CW
39
Curio Wealth
Maryland
$4.75K 1 -592 -100%
FIA
40
FNY Investment Advisers
New York
$3K 400 +400 New
RCM
41
Rivernorth Capital Management
Florida
– – -254,101 Closed
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
– – -39,268 Closed
AWM
43
Avior Wealth Management
Nebraska
– – -8,604 Closed
WAM
44
Wolverine Asset Management
Illinois
– – -7,427 Closed
Bessemer Group
45
Bessemer Group
New Jersey
– – -575 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
1
2