BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

34 hedge funds and large institutions have $94.6M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
13
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$5.3M
2
Bank of America
2
Bank of America
North Carolina
$7.44M
3
SCM
3
Saba Capital Management
New York
$5.45M
4
SIA
4
Sit Investment Associates
Minnesota
$3.48M
5
1CP
5
1607 Capital Partners
Virginia
$7.17M

Top Sellers

1
U
1
UBS
Switzerland
$1.21M
2
FIMG
2
Financial & Investment Management Group
Michigan
$1.95M
3
DA
3
Doliver Advisors
Texas
$0
4
SFS
4
Shaker Financial Services
Virginia
$0
5
OC
5
Oppenheimer & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$13.2M 784,569 +98,805 +14%
RCM
2
Rivernorth Capital Management
Florida
$10.6M 627,955 -3,551 -0.6%
Morgan Stanley
3
Morgan Stanley
New York
$10.5M 620,359 +158,523 +34%
Bank of America
4
Bank of America
North Carolina
$7.44M 441,274 +266,263 +152%
1CP
5
1607 Capital Partners
Virginia
$7.17M 425,240 +191,609 +82%
Cohen & Steers
6
Cohen & Steers
New York
$5.98M 354,669 +21,941 +7%
Invesco
7
Invesco
Georgia
$5.58M 330,566 +172,646 +109%
SCM
8
Saba Capital Management
New York
$5.45M 322,888 +254,208 +370%
Wells Fargo
9
Wells Fargo
California
$5.3M 314,400 +299,978 +2,080%
KIM
10
Karpus Investment Management
New York
$4.64M 275,213 +136,667 +99%
SIA
11
Sit Investment Associates
Minnesota
$3.48M 206,199 +206,199 New
GC
12
Guggenheim Capital
Illinois
$2.28M 135,264 -11,905 -8%
FIMG
13
Financial & Investment Management Group
Michigan
$1.95M 115,682 -59,681 -34%
BTS
14
BB&T Securities
Virginia
$1.92M 11,400 +538 +5%
AA
15
Ancora Advisors
Ohio
$1.64M 97,000 +97,000 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.36M 80,435 -2,406 -3%
U
17
UBS
Switzerland
$1.21M 71,466 -265,457 -79%
MIG
18
Mariner Investment Group
New York
$1.16M 68,889 +68,889 New
RC
19
Roundview Capital
New Jersey
$1.1M 65,455 -2,990 -4%
B
20
Baird
Wisconsin
$726K 43,037 +2,273 +6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$552K 32,649 -498 -2%
CIA
22
Capital Investment Advisors
Georgia
$265K 15,685 +15,685 New
HighTower Advisors
23
HighTower Advisors
Illinois
$242K 14,330 +14,330 New
PP
24
Paloma Partners
Connecticut
$229K 13,584 +13,584 New
BAM
25
Barrett Asset Management
New York
$137K 8,150 +4,500 +123%
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