BrandywineGLOBAL Global Income Opportunities Fund
BWG
41 hedge funds and large institutions have $95.7M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
5% more funds holding
Funds holding: 39 → 41 (+2)
0.94% less ownership
Funds ownership: 49.6% → 48.66% (-0.94%)
8% less capital invested
Capital invested by funds: $104M → $95.7M (-$8.09M)
38% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.41M |
| 2 |
PHS
Pekin Hardy Strauss
Chicago,
Illinois
|
+$1M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$841K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$585K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$8.94M |
| 2 |
SCM
Saba Capital Management
New York
|
-$2.59M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.17M |
| 4 |
FM
Family Management
New York
|
-$856K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$803K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| – | -$2K | -132 | Closed |
|
BWG Hedge Fund Activity: Q4 2021 in Review
41 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q4 2021, worth a combined $95.7M — down 7.8% from $104M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BWG positions and 10 closed out — a net gain of 3 holders — while 10 added to existing stakes and 16 trimmed.
The largest buyer was Parametric Portfolio Associates, adding an estimated $1.41M. The largest seller was Wells Fargo, cutting an estimated $8.94M.
- 41 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q4 2021, up from 39 in Q3 2021.
- Funds reported $95.7M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q4 2021, down 7.8% quarter-over-quarter.
- 13 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q4 2021 and 10 closed out, a net change of +3 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q4 2021 was Parametric Portfolio Associates, an estimated $1.41M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q4 2021 was Wells Fargo, an estimated $8.94M sold.
Based on aggregated 13F filings for Q4 2021.