BrandywineGLOBAL Global Income Opportunities Fund
BWG
43 hedge funds and large institutions have $97.5M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 9 closing their positions.
5.5% more ownership
Funds ownership: 39.14% → 44.64% (+5.5%)
5% more capital invested
Capital invested by funds: $93.2M → $97.5M (+$4.25M)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
7% less funds holding
Funds holding: 46 → 43 (-3)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.34M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$4.48M |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$2.73M |
| 4 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$1.34M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$638K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$557K |
| 4 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$518K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$239K |
BWG Hedge Fund Activity: Q4 2018 in Review
43 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q4 2018, worth a combined $97.5M — up 4.6% from $93.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BWG and 6 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 15 added.
The largest buyer was Wells Fargo, adding an estimated $5.34M. The largest seller was Morgan Stanley, cutting an estimated $2M.
- 43 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q4 2018, down from 46 in Q3 2018.
- Funds reported $97.5M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q4 2018, up 4.6% quarter-over-quarter.
- 6 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q4 2018 and 9 closed out, a net change of -3 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q4 2018 was Wells Fargo, an estimated $5.34M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q4 2018 was Morgan Stanley, an estimated $2M sold.
Based on aggregated 13F filings for Q4 2018.