BrandywineGLOBAL Global Income Opportunities Fund
BWG
48 hedge funds and large institutions have $117M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 8 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 14
12% more capital invested
Capital invested by funds: $105M → $117M (+$12.1M)
0% more funds holding
Funds holding: 48 → 48 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
0.71% less ownership
Funds ownership: 51.72% → 51.01% (-0.71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.64M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.72M |
| 3 |
FM
Family Management
New York
|
+$856K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$553K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$440K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$3.86M |
| 2 |
Cohen & Steers
New York
|
-$1.91M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$839K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$722K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$709K |
BWG Hedge Fund Activity: Q2 2021 in Review
48 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q2 2021, worth a combined $117M — up 12% from $105M a quarter earlier.
Fund positioning in BWG was balanced in Q2 2021: 8 funds opened new positions, 8 closed out, 20 added to existing stakes and 14 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $3.64M. The largest seller was Saba Capital Management, cutting an estimated $3.86M.
- 48 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $117M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q2 2021, up 12% quarter-over-quarter.
- 8 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q2 2021 and 8 closed out, a net change of 0 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q2 2021 was Rivernorth Capital Management, an estimated $3.64M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q2 2021 was Saba Capital Management, an estimated $3.86M sold.
Based on aggregated 13F filings for Q2 2021.