BrandywineGLOBAL Global Income Opportunities Fund
BWG
43 hedge funds and large institutions have $114M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
9% more capital invested
Capital invested by funds: $105M → $114M (+$9.17M)
2.83% more ownership
Funds ownership: 28.59% → 31.42% (+2.8%)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
4% less funds holding
Funds holding: 45 → 43 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.78M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.37M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.71M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.24M |
| 5 |
SG Americas Securities
New York
|
+$938K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$1.27M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$977K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$899K |
| 4 |
RC
Roundview Capital
Princeton,
New Jersey
|
-$665K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$410K |
BWG Hedge Fund Activity: Q4 2014 in Review
43 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q4 2014, worth a combined $114M — up 8.7% from $105M a quarter earlier.
Fund positioning in BWG was balanced in Q4 2014: 6 funds opened new positions, 6 closed out, 18 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.78M. The largest seller was Saba Capital Management, cutting an estimated $1.27M.
- 43 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q4 2014, down from 45 in Q3 2014.
- Funds reported $114M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q4 2014, up 8.7% quarter-over-quarter.
- 6 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q4 2014 and 6 closed out, a net change of 0 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q4 2014 was Morgan Stanley, an estimated $5.78M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q4 2014 was Saba Capital Management, an estimated $1.27M sold.
Based on aggregated 13F filings for Q4 2014.