BrandywineGLOBAL Global Income Opportunities Fund
BWG
36 hedge funds and large institutions have $106M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 9 closing their positions.
0.26% more ownership
Funds ownership: 31.42% → 31.67% (+0.26%)
4% less capital invested
Capital invested by funds: $111M → $106M (-$4.3M)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
16% less funds holding
Funds holding: 43 → 36 (-7)
78% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.3M |
| 2 |
Morgan Stanley
New York
|
+$1.33M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$857K |
| 4 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$628K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$449K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.24M |
| 2 |
SCM
Saba Capital Management
New York
|
-$1.47M |
| 3 |
SG Americas Securities
New York
|
-$922K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$611K |
| 5 |
KSCM
Kamunting Street Capital Management
Miami Beach,
Florida
|
-$330K |
BWG Hedge Fund Activity: Q1 2015 in Review
36 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q1 2015, worth a combined $106M — down 3.9% from $111M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BWG and 2 opened new positions — a net loss of 7 holders — while 14 trimmed existing stakes and 13 added.
The largest buyer was Wells Fargo, adding an estimated $2.3M. The largest seller was Advisors Asset Management, cutting an estimated $2.24M.
- 36 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q1 2015, down from 43 in Q4 2014.
- Funds reported $106M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q1 2015, down 3.9% quarter-over-quarter.
- 2 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q1 2015 and 9 closed out, a net change of -7 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q1 2015 was Wells Fargo, an estimated $2.3M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q1 2015 was Advisors Asset Management, an estimated $2.24M sold.
Based on aggregated 13F filings for Q1 2015.