BrandywineGLOBAL Global Income Opportunities Fund
BWG
45 hedge funds and large institutions have $102M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 5 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 8
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
13% more funds holding
Funds holding: 40 → 45 (+5)
6% more capital invested
Capital invested by funds: $96.1M → $102M (+$5.86M)
3.74% more ownership
Funds ownership: 24.85% → 28.59% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$8.2M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.52M |
| 3 |
Morgan Stanley
New York
|
+$1.13M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$901K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$731K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$1.19M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$897K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$399K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$297K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$148K |
BWG Hedge Fund Activity: Q3 2014 in Review
45 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q3 2014, worth a combined $102M — up 6.1% from $96.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BWG positions and 5 closed out — a net gain of 5 holders — while 20 added to existing stakes and 8 trimmed.
The largest buyer was Bessemer Group, opening a new position worth an estimated $8.2M. The largest seller was Ancora Advisors, exiting entirely with an estimated $1.19M sold.
- 45 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q3 2014, up from 40 in Q2 2014.
- Funds reported $102M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q3 2014, up 6.1% quarter-over-quarter.
- 10 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q3 2014 and 5 closed out, a net change of +5 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q3 2014 was Bessemer Group, an estimated $8.2M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q3 2014 was Ancora Advisors, an estimated $1.19M sold.
Based on aggregated 13F filings for Q3 2014.