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.
236% more capital inflows, than outflows
Capital inflows: $23.1M | Capital outflows: $6.85M
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)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$734K |
| 3 |
Guggenheim Capital
Chicago,
Illinois
|
+$699K |
| 4 |
Raymond James & Associates
St Petersburg,
Florida
|
+$478K |
| 5 |
Matisse Capital
Portland,
Oregon
|
+$424K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
City of London Investment Management
London,
United Kingdom
|
-$3.47M |
| 2 |
Clough Capital Partners
Boston,
Massachusetts
|
-$818K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$729K |
| 4 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$537K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$331K |
BWG Hedge Fund Activity: Q2 2022 in Review
38 of the 5,963 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.