BrandywineGLOBAL Global Income Opportunities Fund
BWG
41 hedge funds and large institutions have $108M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 4 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
3% less capital invested
Capital invested by funds: $111M → $108M (-$2.97M)
2% less funds holding
Funds holding: 42 → 41 (-1)
2.47% less ownership
Funds ownership: 41.04% → 38.58% (-2.5%)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$943K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$856K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$531K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$284K |
| 5 |
Cohen & Steers
New York
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
-$3.39M |
| 2 |
SCM
Saba Capital Management
New York
|
-$1.69M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.25M |
| 4 |
Morgan Stanley
New York
|
-$1.12M |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$628K |
BWG Hedge Fund Activity: Q2 2017 in Review
41 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q2 2017, worth a combined $108M — down 2.7% from $111M a quarter earlier.
Fund positioning in BWG was balanced in Q2 2017: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 15 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $943K. The largest seller was Laurion Capital Management, exiting entirely with an estimated $3.39M sold.
- 41 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q2 2017, down from 42 in Q1 2017.
- Funds reported $108M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q2 2017, down 2.7% quarter-over-quarter.
- 4 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q2 2017 and 4 closed out, a net change of 0 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q2 2017 was AE Wealth Management, an estimated $943K added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q2 2017 was Laurion Capital Management, an estimated $3.39M sold.
Based on aggregated 13F filings for Q2 2017.