BrandywineGLOBAL Global Income Opportunities Fund
BWG
45 hedge funds and large institutions have $99.7M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
12% more capital invested
Capital invested by funds: $89.3M → $99.7M (+$10.4M)
5% more funds holding
Funds holding: 43 → 45 (+2)
0.91% more ownership
Funds ownership: 36.99% → 37.89% (+0.91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.79M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.49M |
| 3 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
+$1.18M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$911K |
| 5 |
MC
Matisse Capital
Portland,
Oregon
|
+$744K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$2.05M |
| 2 |
SCM
Saba Capital Management
New York
|
-$1.54M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.19M |
| 4 |
UFM
Ursa Fund Management
Danville,
California
|
-$973K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$852K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Ameriprise
Minneapolis,
Minnesota
| – | -$147K | -12,761 | Closed |
|
|
PAM
52
Panagora Asset Management
Boston,
Massachusetts
| – | -$2K | -203 | Closed |
|
|
WT
53
Washington Trust
Westerly,
Rhode Island
| – | -$2K | -200 | Closed |
|
BWG Hedge Fund Activity: Q4 2020 in Review
45 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q4 2020, worth a combined $99.7M — up 12% from $89.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BWG positions and 8 closed out — a net gain of 3 holders — while 17 added to existing stakes and 13 trimmed.
The largest buyer was Bank of America, adding an estimated $1.79M. The largest seller was Bulldog Investors, cutting an estimated $2.05M.
- 45 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q4 2020, up from 43 in Q3 2020.
- Funds reported $99.7M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q4 2020, up 12% quarter-over-quarter.
- 11 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q4 2020 and 8 closed out, a net change of +3 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q4 2020 was Bank of America, an estimated $1.79M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q4 2020 was Bulldog Investors, an estimated $2.05M sold.
Based on aggregated 13F filings for Q4 2020.