BrandywineGLOBAL Global Income Opportunities Fund
BWG
42 hedge funds and large institutions have $111M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
10% more capital invested
Capital invested by funds: $101M → $111M (+$10M)
0.63% more ownership
Funds ownership: 40.41% → 41.04% (+0.63%)
0% more funds holding
Funds holding: 42 → 42 (0)
38% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$3.19M |
| 2 |
LCM
Laurion Capital Management
New York
|
+$1.65M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.16M |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$674K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$546K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.1M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$645K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$631K |
| 4 |
SG Americas Securities
New York
|
-$582K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$358K |
BWG Hedge Fund Activity: Q1 2017 in Review
42 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q1 2017, worth a combined $111M — up 10% from $101M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BWG positions and 5 closed out — a net gain of 1 holder — while 10 added to existing stakes and 16 trimmed.
The largest buyer was Financial & Investment Management Group, adding an estimated $3.19M. The largest seller was Morgan Stanley, cutting an estimated $4.1M.
- 42 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $111M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q1 2017, up 10% quarter-over-quarter.
- 6 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q1 2017 and 5 closed out, a net change of +1 holder.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q1 2017 was Financial & Investment Management Group, an estimated $3.19M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q1 2017 was Morgan Stanley, an estimated $4.1M sold.
Based on aggregated 13F filings for Q1 2017.