BrandywineGLOBAL Global Income Opportunities Fund
BWG
46 hedge funds and large institutions have $108M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
9% more capital invested
Capital invested by funds: $99.8M → $108M (+$8.7M)
5% more funds holding
Funds holding: 44 → 46 (+2)
1.49% more ownership
Funds ownership: 36.46% → 37.95% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$10.8M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.24M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.09M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$528K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$335K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$1.81M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.6M |
| 3 |
Morgan Stanley
New York
|
-$1.6M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1.59M |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.11M |
BWG Hedge Fund Activity: Q3 2016 in Review
46 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q3 2016, worth a combined $108M — up 8.7% from $99.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BWG positions and 5 closed out — a net gain of 2 holders — while 16 added to existing stakes and 13 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $10.8M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $1.81M sold.
- 46 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q3 2016, up from 44 in Q2 2016.
- Funds reported $108M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q3 2016, up 8.7% quarter-over-quarter.
- 7 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q3 2016 and 5 closed out, a net change of +2 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q3 2016 was Saba Capital Management, an estimated $10.8M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q3 2016 was Arete Wealth Advisors, an estimated $1.81M sold.
Based on aggregated 13F filings for Q3 2016.