BrandywineGLOBAL Global Income Opportunities Fund
BWG
39 hedge funds and large institutions have $104M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 11 closing their positions.
1.41% less ownership
Funds ownership: 51.01% → 49.6% (-1.4%)
11% less capital invested
Capital invested by funds: $117M → $104M (-$12.9M)
19% less funds holding
Funds holding: 48 → 39 (-9)
40% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 20
82% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.34M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$837K |
| 3 |
Morgan Stanley
New York
|
+$614K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$457K |
| 5 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$322K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$2.77M |
| 2 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
-$1.56M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$738K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$620K |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$538K |
BWG Hedge Fund Activity: Q3 2021 in Review
39 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q3 2021, worth a combined $104M — down 11% from $117M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of BWG and 2 opened new positions — a net loss of 9 holders — while 20 trimmed existing stakes and 12 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $3.34M. The largest seller was Saba Capital Management, cutting an estimated $2.77M.
- 39 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q3 2021, down from 48 in Q2 2021.
- Funds reported $104M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q3 2021, down 11% quarter-over-quarter.
- 2 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q3 2021 and 11 closed out, a net change of -9 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q3 2021 was Parametric Portfolio Associates, an estimated $3.34M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q3 2021 was Saba Capital Management, an estimated $2.77M sold.
Based on aggregated 13F filings for Q3 2021.