BrandywineGLOBAL Global Income Opportunities Fund
BWG
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 6 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
3% more capital invested
Capital invested by funds: $56.5M → $58.3M (+$1.83M)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0.55% less ownership
Funds ownership: 42.02% → 41.47% (-0.55%)
2% less funds holding
Funds holding: 41 → 40 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.29M |
| 2 |
AC
AlphaCore Capital
La Jolla,
California
|
+$258K |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$235K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$196K |
| 5 |
PI
PFG Investments
Woodbury,
New York
|
+$150K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.03M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$318K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$314K |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$149K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$118K |
BWG Hedge Fund Activity: Q1 2025 in Review
40 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q1 2025, worth a combined $58.3M — up 3.2% from $56.5M a quarter earlier.
Fund positioning in BWG was balanced in Q1 2025: 6 funds opened new positions, 6 closed out, 15 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.29M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $2.03M sold.
- 40 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q1 2025, down from 41 in Q4 2024.
- Funds reported $58.3M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q1 2025, up 3.2% quarter-over-quarter.
- 6 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q1 2025 and 6 closed out, a net change of 0 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q1 2025 was Morgan Stanley, an estimated $1.29M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q1 2025 was Rivernorth Capital Management, an estimated $2.03M sold.
Based on aggregated 13F filings for Q1 2025.