BrandywineGLOBAL Global Income Opportunities Fund
BWG
48 hedge funds and large institutions have $105M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
13.82% more ownership
Funds ownership: 37.89% → 51.72% (+14%)
7% more funds holding
Funds holding: 45 → 48 (+3)
5% more capital invested
Capital invested by funds: $99.7M → $105M (+$5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$12.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.08M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.07M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$825K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$726K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$5.49M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$2.01M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.85M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.28M |
| 5 |
Cohen & Steers
New York
|
-$987K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCM
51
Landscape Capital Management
Englewood,
New Jersey
| – | -$436K | -34,902 | Closed |
|
|
PWPS
52
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$93K | -7,420 | Closed |
|
53
Rockefeller Capital Management
New York
| – | -$1.9K | -154 | -72% |
|
BWG Hedge Fund Activity: Q1 2021 in Review
48 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q1 2021, worth a combined $105M — up 5% from $99.7M 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 14 trimmed.
The largest buyer was Parametric Portfolio Associates, adding an estimated $12.7M. The largest seller was Rivernorth Capital Management, cutting an estimated $5.49M.
- 48 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q1 2021, up from 45 in Q4 2020.
- Funds reported $105M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q1 2021, up 5% quarter-over-quarter.
- 8 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q1 2021 and 5 closed out, a net change of +3 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $12.7M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q1 2021 was Rivernorth Capital Management, an estimated $5.49M sold.
Based on aggregated 13F filings for Q1 2021.