BrandywineGLOBAL Global Income Opportunities Fund
BWG
47 hedge funds and large institutions have $92.8M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
263% more capital inflows, than outflows
Capital inflows: $15.9M | Capital outflows: $4.39M
38% more funds holding
Funds holding: 34 → 47 (+13)
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
4.45% more ownership
Funds ownership: 33.59% → 38.03% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.34M |
| 2 |
City of London Investment Management
London,
United Kingdom
|
+$1.1M |
| 3 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$823K |
| 4 |
Sentinel Trust
Houston,
Texas
|
+$508K |
| 5 |
Parametric Portfolio Associates
Seattle,
Washington
|
+$487K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Doliver Advisors
Houston,
Texas
|
-$1.27M |
| 2 |
Advisors Asset Management
Monument,
Colorado
|
-$564K |
| 3 |
Raymond James & Associates
St Petersburg,
Florida
|
-$550K |
| 4 |
Morgan Stanley
New York
|
-$544K |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$390K |
BWG Hedge Fund Activity: Q4 2015 in Review
47 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q4 2015, worth a combined $92.8M — up 13% from $82.2M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BWG positions and 4 closed out — a net gain of 13 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.34M. The largest seller was Doliver Advisors, exiting entirely with an estimated $1.27M sold.
- 47 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q4 2015, up from 34 in Q3 2015.
- Funds reported $92.8M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q4 2015, up 13% quarter-over-quarter.
- 17 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q4 2015 and 4 closed out, a net change of +13 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q4 2015 was Wells Fargo, an estimated $3.34M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q4 2015 was Doliver Advisors, an estimated $1.27M sold.
Based on aggregated 13F filings for Q4 2015.