BrandywineGLOBAL Global Income Opportunities Fund
BWG
46 hedge funds and large institutions have $81.3M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 6 closing their positions.
17% more capital invested
Capital invested by funds: $69.6M → $81.3M (+$11.7M)
1.64% more ownership
Funds ownership: 45.25% → 46.89% (+1.6%)
0% more funds holding
Funds holding: 46 → 46 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
38% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 21
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$4.13M |
| 2 |
BFM
Boothbay Fund Management
New York
|
+$2.01M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.97M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.14M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$847K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
-$1.85M |
| 2 |
Cohen & Steers
New York
|
-$1.1M |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
-$1.03M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$750K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$581K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$118K | -10,077 | Closed |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$16K | -1,375 | Closed |
|
BWG Hedge Fund Activity: Q3 2019 in Review
46 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q3 2019, worth a combined $81.3M — up 17% from $69.6M a quarter earlier.
Fund positioning in BWG was balanced in Q3 2019: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 21 trimmed.
The largest buyer was Bulldog Investors, adding an estimated $4.13M. The largest seller was Geode Capital Management, exiting entirely with an estimated $1.85M sold.
- 46 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $81.3M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q3 2019, up 17% quarter-over-quarter.
- 6 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q3 2019 and 6 closed out, a net change of 0 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q3 2019 was Bulldog Investors, an estimated $4.13M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q3 2019 was Geode Capital Management, an estimated $1.85M sold.
Based on aggregated 13F filings for Q3 2019.