BrandywineGLOBAL Global Income Opportunities Fund
BWG
48 hedge funds and large institutions have $134M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
75% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 12
65% more capital invested
Capital invested by funds: $81.3M → $134M (+$53M)
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
4% more funds holding
Funds holding: 46 → 48 (+2)
3.54% more ownership
Funds ownership: 46.89% → 50.44% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$5.79M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$3.71M |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
+$2.7M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$871K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$843K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.73M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.19M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$992K |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
-$774K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$315K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
51
United Capital Financial Advisors
Irving,
Texas
| – | -$215K | -17,775 | Closed |
|
|
CRC
52
Curi RMB Capital
Chicago,
Illinois
| – | -$190K | -15,726 | Closed |
|
53
Ameriprise
Minneapolis,
Minnesota
| – | -$125K | -10,367 | Closed |
|
BWG Hedge Fund Activity: Q4 2019 in Review
48 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q4 2019, worth a combined $134M — up 65% from $81.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BWG positions and 5 closed out — a net gain of 3 holders — while 21 added to existing stakes and 12 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $5.79M. The largest seller was Wells Fargo, cutting an estimated $5.73M.
- 48 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q4 2019, up from 46 in Q3 2019.
- Funds reported $134M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q4 2019, up 65% quarter-over-quarter.
- 8 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q4 2019 and 5 closed out, a net change of +3 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q4 2019 was Saba Capital Management, an estimated $5.79M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q4 2019 was Wells Fargo, an estimated $5.73M sold.
Based on aggregated 13F filings for Q4 2019.