BrandywineGLOBAL Global Income Opportunities Fund
BWG
42 hedge funds and large institutions have $101M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 10 closing their positions.
44% more capital inflows, than outflows
Capital inflows: $18.8M | Capital outflows: $13.1M
2.46% more ownership
Funds ownership: 37.95% → 40.41% (+2.5%)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
9% less funds holding
Funds holding: 46 → 42 (-4)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$10.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.53M |
| 3 |
Advisors Asset Management
Monument,
Colorado
|
+$1.4M |
| 4 |
Laurion Capital Management
New York
|
+$901K |
| 5 |
Landscape Capital Management
Englewood,
New Jersey
|
+$608K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.53M |
| 2 |
Matisse Capital
Portland,
Oregon
|
-$2.79M |
| 3 |
City of London Investment Management
London,
United Kingdom
|
-$2.15M |
| 4 |
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
-$1.46M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$960K |
BWG Hedge Fund Activity: Q4 2016 in Review
42 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q4 2016, worth a combined $101M — down 7% from $108M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BWG and 6 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 13 added.
The largest buyer was Rivernorth Capital Management, adding an estimated $10.4M. The largest seller was Morgan Stanley, cutting an estimated $3.53M.
- 42 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q4 2016, down from 46 in Q3 2016.
- Funds reported $101M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q4 2016, down 7% quarter-over-quarter.
- 6 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q4 2016 and 10 closed out, a net change of -4 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q4 2016 was Rivernorth Capital Management, an estimated $10.4M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q4 2016 was Morgan Stanley, an estimated $3.53M sold.
Based on aggregated 13F filings for Q4 2016.