BrandywineGLOBAL Global Income Opportunities Fund
BWG
34 hedge funds and large institutions have $82.2M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
1.5% more ownership
Funds ownership: 32.09% → 33.59% (+1.5%)
3% less funds holding
Funds holding: 35 → 34 (-1)
15% less capital invested
Capital invested by funds: $96.2M → $82.2M (-$14.1M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.74M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$921K |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$816K |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$679K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$505K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$925K |
| 2 |
SCM
Saba Capital Management
New York
|
-$731K |
| 3 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$534K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$379K |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$322K |
BWG Hedge Fund Activity: Q3 2015 in Review
34 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q3 2015, worth a combined $82.2M — down 15% from $96.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BWG and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 15 added.
The largest buyer was Wells Fargo, adding an estimated $2.74M. The largest seller was Advisors Asset Management, cutting an estimated $925K.
- 34 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q3 2015, down from 35 in Q2 2015.
- Funds reported $82.2M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q3 2015, down 15% quarter-over-quarter.
- 4 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q3 2015 and 5 closed out, a net change of -1 holder.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q3 2015 was Wells Fargo, an estimated $2.74M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q3 2015 was Advisors Asset Management, an estimated $925K sold.
Based on aggregated 13F filings for Q3 2015.