BrandywineGLOBAL Global Income Opportunities Fund
BWG
35 hedge funds and large institutions have $96.2M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 4 closing their positions.
0.42% more ownership
Funds ownership: 31.67% → 32.09% (+0.42%)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
3% less funds holding
Funds holding: 36 → 35 (-1)
9% less capital invested
Capital invested by funds: $106M → $96.2M (-$10.1M)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.22M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$2.22M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$762K |
| 4 |
Morgan Stanley
New York
|
+$633K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$599K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.59M |
| 2 |
SCM
Saba Capital Management
New York
|
-$1.58M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.38M |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
-$859K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$292K |
BWG Hedge Fund Activity: Q2 2015 in Review
35 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q2 2015, worth a combined $96.2M — down 9.5% from $106M a quarter earlier.
Fund positioning in BWG was balanced in Q2 2015: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 13 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.22M. The largest seller was Advisors Asset Management, cutting an estimated $3.59M.
- 35 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q2 2015, down from 36 in Q1 2015.
- Funds reported $96.2M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q2 2015, down 9.5% quarter-over-quarter.
- 4 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q2 2015 and 4 closed out, a net change of 0 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q2 2015 was Wells Fargo, an estimated $4.22M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q2 2015 was Advisors Asset Management, an estimated $3.59M sold.
Based on aggregated 13F filings for Q2 2015.