BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

44 hedge funds and large institutions have $59.7M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$1.12M
2
WAM
Wolverine Asset Management
Illinois
+$399K
3
Bank of America
Bank of America
North Carolina
+$397K
4
RC
Rareview Capital
Nevada
+$216K
5
Wells Fargo
Wells Fargo
California
+$215K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$894K
2
GC
Guggenheim Capital
Illinois
-$452K
3
LPL Financial
LPL Financial
California
-$239K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$129K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$112K
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
26
Laird Norton Wetherby Wealth Management
California
$175K +$175K +21,077 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$161K -$9.95K -1,197 -6%
LSC
28
Logan Stone Capital
Illinois
$160K +$160K +19,208 New
LCM
29
Landscape Capital Management
New Jersey
$151K +$151K +18,156 New
OC
30
Oppenheimer & Co
New York
$119K +$5.51K +663 +5%
XT
31
XTX Topco
Cayman Islands
$111K +$111K +13,340 New
HighTower Advisors
32
HighTower Advisors
Illinois
$110K -$307 -37 -0.3%
Cerity Partners
33
Cerity Partners
New York
$105K +$105K +12,626 New
Osaic Holdings
34
Osaic Holdings
Arizona
$92.3K -$37.2K -4,635 -29%
SPIA
35
Steward Partners Investment Advisory
New York
$41.6K -$12.1K -1,452 -23%
GWM
36
Geneos Wealth Management
Colorado
$30.7K +$26.3K +3,169 +607%
Comerica Bank
37
Comerica Bank
Texas
$27.9K +$7.36K +886 +36%
WA
38
WPG Advisers
Maryland
$13K -$2.42K -291 -16%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$6.85K – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
PTC
41
Private Trust Company
Ohio
$5.84K – – –
LFG
42
Larson Financial Group
Missouri
$5.53K – – –
FIA
43
FNY Investment Advisers
New York
$3K – – –
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$831 +$831 +100 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$129K -15,410 Closed
EC
46
Elequin Capital
New York
– -$35.3K -4,231 Closed
FP
47
Financial Perspectives
Minnesota
– -$9.58K -1,147 Closed
CW
48
Curio Wealth
Maryland
– -$4.75K -1 Closed
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