BrandywineGLOBAL Global Income Opportunities Fund
BWG
39 hedge funds and large institutions have $97M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
15% more funds holding
Funds holding: 34 → 39 (+5)
5% more capital invested
Capital invested by funds: $92.8M → $97M (+$4.22M)
0.12% more ownership
Funds ownership: 26.1% → 26.22% (+0.12%)
41% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$4.67M |
| 2 |
Morgan Stanley
New York
|
+$1.12M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.11M |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$731K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$685K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.48M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.48M |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$1.16M |
| 4 |
Cohen & Steers
New York
|
-$1M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$805K |
BWG Hedge Fund Activity: Q1 2014 in Review
39 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q1 2014, worth a combined $97M — up 4.6% from $92.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BWG positions and 4 closed out — a net gain of 5 holders — while 10 added to existing stakes and 17 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $4.67M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $3.48M sold.
- 39 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q1 2014, up from 34 in Q4 2013.
- Funds reported $97M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q1 2014, up 4.6% quarter-over-quarter.
- 9 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q1 2014 and 4 closed out, a net change of +5 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q1 2014 was Saba Capital Management, an estimated $4.67M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q1 2014 was Sit Investment Associates, an estimated $3.48M sold.
Based on aggregated 13F filings for Q1 2014.