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BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

38 hedge funds and large institutions have $65.9M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

1.79% less ownership

Funds ownership: 48.41% → 46.62% (-1.8%)

5% less funds holding

Funds holding: 40 → 38 (-2)

20% less capital invested

Capital invested by funds: $82.6M → $65.9M (-$16.7M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
19
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$19.5M
2
Bank of America
Bank of America
North Carolina
+$734K
3
GC
Guggenheim Capital
Illinois
+$699K
4
RJA
Raymond James & Associates
Florida
+$478K
5
MC
Matisse Capital
Oregon
+$424K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$3.47M
2
CCP
Clough Capital Partners
Massachusetts
-$818K
3
Wells Fargo
Wells Fargo
California
-$729K
4
RCM
Rivernorth Capital Management
Florida
-$537K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$331K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21.8M +$19.5M +2,140,841 +478%
RCM
2
Rivernorth Capital Management
Florida
$14.1M -$537K -58,901 -3%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.89M +$220K +24,107 +3%
Bank of America
4
Bank of America
North Carolina
$3.97M +$734K +80,511 +21%
SCM
5
Saba Capital Management
New York
$3.37M – – –
LPL Financial
6
LPL Financial
California
$1.51M +$130K +14,310 +9%
Wells Fargo
7
Wells Fargo
California
$1.47M -$729K -79,913 -31%
GC
8
Guggenheim Capital
Illinois
$1.19M +$699K +76,681 +118%
MC
9
Matisse Capital
Oregon
$1.18M +$424K +46,479 +50%
SI
10
Stephens Inc
Arkansas
$1.15M +$149K +16,396 +14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$910K +$118K +12,983 +14%
CCP
12
Clough Capital Partners
Massachusetts
$807K -$818K -89,700 -48%
ACP
13
Aviance Capital Partners
Florida
$804K -$17.4K -1,904 -2%
PAG
14
Private Advisor Group
New Jersey
$798K +$121K +13,313 +16%
NA
15
NewEdge Advisors
Louisiana
$696K +$62.9K +6,900 +9%
PHS
16
Pekin Hardy Strauss
Illinois
$669K -$84.4K -9,259 -10%
AAM
17
Advisors Asset Management
Colorado
$646K -$242K -26,586 -26%
RJA
18
Raymond James & Associates
Florida
$441K +$478K +52,397 New
UBS Group
19
UBS Group
Switzerland
$355K -$176K -19,278 -31%
QC
20
Quantedge Capital
Singapore
$341K +$211K +23,187 +133%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$244K +$52.5K +5,760 +25%
Osaic Holdings
22
Osaic Holdings
Arizona
$235K +$47.7K +5,234 +23%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$204K +$61.9K +6,787 +39%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$183K +$10.9K +1,194 +6%
WS
25
Wedbush Securities
California
$144K -$7.38K -810 -5%
1
2

BWG Hedge Fund Activity: Q2 2022 in Review

38 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q2 2022, worth a combined $65.9M — down 20% from $82.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BWG and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $19.5M. The largest seller was City of London Investment Management, exiting entirely with an estimated $3.47M sold.

  • 38 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q2 2022, down from 40 in Q1 2022.
  • Funds reported $65.9M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q2 2022, down 20% quarter-over-quarter.
  • 3 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q2 2022 and 4 closed out, a net change of -1 holder.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q2 2022 was Morgan Stanley, an estimated $19.5M added.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q2 2022 was City of London Investment Management, an estimated $3.47M sold.

Based on aggregated 13F filings for Q2 2022.