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BWG

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.06M
2
WAM
Wolverine Asset Management
Illinois
+$159K
3
PAG
Private Advisor Group
New Jersey
+$147K
4
RJA
Raymond James & Associates
Florida
+$95K
5
Ameriprise
Ameriprise
Minnesota
+$94.3K

Top Sellers

1
CCP
Clough Capital Partners
Massachusetts
-$807K
2
Morgan Stanley
Morgan Stanley
New York
-$656K
3
Bank of America
Bank of America
North Carolina
-$531K
4
RCM
Rivernorth Capital Management
Florida
-$506K
5
SCM
Saba Capital Management
New York
-$370K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.1M -$656K -75,615 -3%
RCM
2
Rivernorth Capital Management
Florida
$12.3M -$506K -58,291 -3%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.17M +$22.8K +2,630 +0.3%
Bank of America
4
Bank of America
North Carolina
$3.13M -$531K -61,245 -13%
SCM
5
Saba Capital Management
New York
$2.72M -$370K -42,668 -11%
GC
6
Guggenheim Capital
Illinois
$2.01M +$1.06M +122,066 +86%
LPL Financial
7
LPL Financial
California
$1.36M -$6.38K -735 -0.4%
Wells Fargo
8
Wells Fargo
California
$1.32M -$18.2K -2,100 -1%
MC
9
Matisse Capital
Oregon
$1.07M – – –
SI
10
Stephens Inc
Arkansas
$1.06M +$24.1K +2,775 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$869K +$51.6K +5,952 +6%
PAG
12
Private Advisor Group
New Jersey
$851K +$147K +16,987 +18%
ACP
13
Aviance Capital Partners
Florida
$711K -$18K -2,079 -2%
NA
14
NewEdge Advisors
Louisiana
$644K +$15.6K +1,800 +2%
AAM
15
Advisors Asset Management
Colorado
$578K -$6.96K -802 -1%
PHS
16
Pekin Hardy Strauss
Illinois
$546K -$66.8K -7,700 -10%
RJA
17
Raymond James & Associates
Florida
$483K +$95K +10,950 +21%
UBS Group
18
UBS Group
Switzerland
$320K -$1.78K -205 -0.5%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$221K – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$215K +$5.23K +603 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$205K +$45.3K +5,218 +24%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$145K -$45.4K -5,231 -22%
WAM
23
Wolverine Asset Management
Illinois
$139K +$159K +18,362 New
WS
24
Wedbush Securities
California
$130K – – –
QC
25
Quantedge Capital
Singapore
$129K -$205K -23,600 -58%
1
2

BWG Hedge Fund Activity: Q3 2022 in Review

40 of the 5,805 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.