BrandywineGLOBAL Global Income Opportunities Fund
BWG
40 hedge funds and large institutions have $58.1M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
5% more funds holding
Funds holding: 38 → 40 (+2)
1.2% less ownership
Funds ownership: 46.62% → 45.42% (-1.2%)
12% less capital invested
Capital invested by funds: $65.9M → $58.1M (-$7.8M)
40% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.06M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$159K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$147K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$95K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$94.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$807K |
| 2 |
Morgan Stanley
New York
|
-$656K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$531K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$506K |
| 5 |
SCM
Saba Capital Management
New York
|
-$370K |
BWG Hedge Fund Activity: Q3 2022 in Review
40 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q3 2022, worth a combined $58.1M — down 12% from $65.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BWG positions and 6 closed out — a net gain of 2 holders — while 9 added to existing stakes and 15 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.06M. The largest seller was Clough Capital Partners, exiting entirely with an estimated $807K sold.
- 40 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q3 2022, up from 38 in Q2 2022.
- Funds reported $58.1M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q3 2022, down 12% quarter-over-quarter.
- 8 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q3 2022 and 6 closed out, a net change of +2 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q3 2022 was Guggenheim Capital, an estimated $1.06M added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q3 2022 was Clough Capital Partners, an estimated $807K sold.
Based on aggregated 13F filings for Q3 2022.