BrandywineGLOBAL Global Income Opportunities Fund
BWG
39 hedge funds and large institutions have $96M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 10 closing their positions.
3% more capital invested
Capital invested by funds: $92.8M → $96M (+$3.15M)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
1.16% less ownership
Funds ownership: 38.03% → 36.87% (-1.2%)
17% less funds holding
Funds holding: 47 → 39 (-8)
80% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$1.89M |
| 2 |
LCM
Laurion Capital Management
New York
|
+$1.65M |
| 3 |
Cohen & Steers
New York
|
+$688K |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$574K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$434K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.73M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.61M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.17M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$849K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$611K |
BWG Hedge Fund Activity: Q1 2016 in Review
39 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q1 2016, worth a combined $96M — up 3.4% from $92.8M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BWG and 2 opened new positions — a net loss of 8 holders — while 16 trimmed existing stakes and 15 added.
The largest buyer was Saba Capital Management, adding an estimated $1.89M. The largest seller was Invesco, cutting an estimated $2.73M.
- 39 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q1 2016, down from 47 in Q4 2015.
- Funds reported $96M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q1 2016, up 3.4% quarter-over-quarter.
- 2 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q1 2016 and 10 closed out, a net change of -8 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q1 2016 was Saba Capital Management, an estimated $1.89M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q1 2016 was Invesco, an estimated $2.73M sold.
Based on aggregated 13F filings for Q1 2016.