BrandywineGLOBAL Global Income Opportunities Fund
BWG
46 hedge funds and large institutions have $104M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
12% more funds holding
Funds holding: 41 → 46 (+5)
3% less capital invested
Capital invested by funds: $108M → $104M (-$3.55M)
1.87% less ownership
Funds ownership: 38.58% → 36.71% (-1.9%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$2.54M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$587K |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
+$532K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$288K |
| 5 |
SG Americas Securities
New York
|
+$283K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$5.29M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$4.09M |
| 3 |
EDRIA
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
-$1.17M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$489K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$289K |
BWG Hedge Fund Activity: Q3 2017 in Review
46 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q3 2017, worth a combined $104M — down 3.3% from $108M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BWG positions and 1 closed out — a net gain of 5 holders — while 19 added to existing stakes and 11 trimmed.
The largest buyer was Laurion Capital Management, opening a new position worth an estimated $2.54M. The largest seller was Saba Capital Management, cutting an estimated $5.29M.
- 46 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q3 2017, up from 41 in Q2 2017.
- Funds reported $104M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q3 2017, down 3.3% quarter-over-quarter.
- 6 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q3 2017 and 1 closed out, a net change of +5 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q3 2017 was Laurion Capital Management, an estimated $2.54M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q3 2017 was Saba Capital Management, an estimated $5.29M sold.
Based on aggregated 13F filings for Q3 2017.