BrandywineGLOBAL Global Income Opportunities Fund
BWG
46 hedge funds and large institutions have $104M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
7% more funds holding
Funds holding: 43 → 46 (+3)
7% more capital invested
Capital invested by funds: $97.5M → $104M (+$6.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.44% less ownership
Funds ownership: 44.64% → 44.19% (-0.44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
+$2.53M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.75M |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$1.54M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$691K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$412K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$687K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$362K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$248K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$231K |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$230K |
BWG Hedge Fund Activity: Q1 2019 in Review
46 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q1 2019, worth a combined $104M — up 6.6% from $97.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BWG positions and 4 closed out — a net gain of 4 holders — while 17 added to existing stakes and 13 trimmed.
The largest buyer was Almitas Capital, adding an estimated $2.53M. The largest seller was Invesco, cutting an estimated $687K.
- 46 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q1 2019, up from 43 in Q4 2018.
- Funds reported $104M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q1 2019, up 6.6% quarter-over-quarter.
- 8 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q1 2019 and 4 closed out, a net change of +4 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q1 2019 was Almitas Capital, an estimated $2.53M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q1 2019 was Invesco, an estimated $687K sold.
Based on aggregated 13F filings for Q1 2019.