BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

41 hedge funds and large institutions have $95.7M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
10
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$1.36M
2
PHS
Pekin Hardy Strauss
Illinois
+$970K
3
NA
NewEdge Advisors
Louisiana
+$814K
4
RCM
Rivernorth Capital Management
Florida
+$566K
5
WAM
Wolverine Asset Management
Illinois
+$327K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$8.66M
2
SCM
Saba Capital Management
New York
-$2.51M
3
AAM
Advisors Asset Management
Colorado
-$1.13M
4
FM
Family Management
New York
-$856K
5
PAG
Private Advisor Group
New Jersey
-$777K
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
1
Parametric Portfolio Associates
Washington
$21.9M +$1.36M +116,503 +7%
RCM
2
Rivernorth Capital Management
Florida
$20.4M +$566K +48,370 +3%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$9.47M +$9.47M +808,681 New
COLIM
4
City of London Investment Management
United Kingdom
$6.2M -$25.7K -2,197 -0.4%
Wells Fargo
5
Wells Fargo
California
$5.87M -$8.66M -739,437 -60%
Morgan Stanley
6
Morgan Stanley
New York
$5.21M -$133K -11,360 -2%
SCM
7
Saba Capital Management
New York
$4.87M -$2.51M -214,365 -34%
Bank of America
8
Bank of America
North Carolina
$3.89M -$152K -13,010 -4%
UBS Group
9
UBS Group
Switzerland
$1.99M -$34.6K -2,958 -2%
LPL Financial
10
LPL Financial
California
$1.84M +$284K +24,222 +18%
AAM
11
Advisors Asset Management
Colorado
$1.63M -$1.13M -96,501 -41%
PHS
12
Pekin Hardy Strauss
Illinois
$1.12M +$970K +82,790 +662%
SI
13
Stephens Inc
Arkansas
$1.1M -$31.4K -2,684 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.07M +$29.7K +2,534 +3%
ACP
15
Aviance Capital Partners
Florida
$1.04M -$90.5K -7,732 -8%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$977K -$463K -39,561 -32%
PAG
17
Private Advisor Group
New Jersey
$819K -$777K -66,354 -49%
NA
18
NewEdge Advisors
Louisiana
$814K +$814K +69,500 New
MC
19
Matisse Capital
Oregon
$796K – – –
Baird Financial Group
20
Baird Financial Group
Wisconsin
$533K +$11.7K +1,000 +2%
Osaic Holdings
21
Osaic Holdings
Arizona
$400K +$87.6K +7,471 +28%
GC
22
Guggenheim Capital
Illinois
$372K -$511K -43,592 -58%
WAM
23
Wolverine Asset Management
Illinois
$327K +$327K +27,981 New
CCP
24
Clough Capital Partners
Massachusetts
$315K +$315K +26,880 New
6M
25
6 Meridian
Kansas
$294K -$22.4K -1,906 -7%
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