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BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

28 hedge funds and large institutions have $56.1M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2013 Q2 according to their latest regulatory filings, with 28 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

15.01% more ownership

Funds ownership: 0% → 15.01% (+15%)

Holders
28
Holders Change
+28
Holders Change %
–
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$11M +$12.3M +618,319 New
AAM
2
Advisors Asset Management
Colorado
$10.6M +$11.9M +597,955 New
Morgan Stanley
3
Morgan Stanley
New York
$6.78M +$7.62M +382,566 New
Cohen & Steers
4
Cohen & Steers
New York
$5.29M +$5.94M +298,260 New
U
5
UBS
Switzerland
$4.48M +$5.03M +252,609 New
Bank of America
6
Bank of America
North Carolina
$3.63M +$4.08M +204,706 New
1CP
7
1607 Capital Partners
Virginia
$3.35M +$3.76M +188,685 New
GC
8
Guggenheim Capital
Illinois
$2.62M +$2.94M +147,669 New
Invesco
9
Invesco
Georgia
$2.44M +$2.74M +137,360 New
FIMG
10
Financial & Investment Management Group
Michigan
$831K +$933K +46,874 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$789K +$886K +44,496 New
KIM
12
Karpus Investment Management
New York
$773K +$868K +43,594 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$747K +$839K +42,106 New
RC
14
Roundview Capital
New Jersey
$509K +$572K +28,700 New
B
15
Baird
Wisconsin
$418K +$470K +23,581 New
OC
16
Oppenheimer & Co
New York
$329K +$370K +18,564 New
Wells Fargo
17
Wells Fargo
California
$295K +$332K +16,677 New
RJA
18
Raymond James & Associates
Florida
$272K +$306K +15,349 New
DA
19
Doliver Advisors
Texas
$190K +$213K +10,708 New
LCM
20
Lucas Capital Management
New Jersey
$177K +$199K +10,000 New
Citigroup
21
Citigroup
New York
$142K +$159K +8,004 New
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$112K +$126K +6,314 New
BAM
23
Barrett Asset Management
New York
$91K +$103K +5,150 New
PFO
24
Pathstone Family Office
New Jersey
$71K +$79.7K +4,000 New
First Manhattan
25
First Manhattan
New York
$53K +$59.7K +3,000 New
1
2

BWG Hedge Fund Activity: Q2 2013 in Review

28 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q2 2013, worth a combined $56.1M.

Buyers outnumbered sellers: 28 funds opened new BWG positions and 0 closed out — a net gain of 28 holders — while 0 added to existing stakes and 0 trimmed.

  • 28 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $56.1M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q2 2013.
  • 28 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q2 2013 and 0 closed out, a net change of +28 holders.

Based on aggregated 13F filings for Q2 2013.