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BWG

BrandywineGLOBAL Global Income Opportunities Fund

39 hedge funds and large institutions have $62M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $58.1M → $62M (+$3.91M)

0.07% less ownership

Funds ownership: 45.42%45.35% (-0.07%)

3% less funds holding

Funds holding: 4039 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.6M -$856K -106,555 -4%
RCM
2
Rivernorth Capital Management
Florida
$12.8M -$411K -51,156 -3%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$8.52M +$845K +105,207 +11%
Bank of America
4
Bank of America
North Carolina
$3.55M +$207K +25,772 +6%
SCM
5
Saba Capital Management
New York
$2.58M -$323K -40,209 -11%
GC
6
Guggenheim Capital
Illinois
$2.3M +$146K +18,216 +7%
LPL Financial
7
LPL Financial
California
$1.44M -$11.9K -1,485 -0.8%
SI
8
Stephens Inc
Arkansas
$1.2M +$69.6K +8,663 +6%
MC
9
Matisse Capital
Oregon
$1.14M
Wells Fargo
10
Wells Fargo
California
$1.08M -$320K -39,784 -23%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$834K -$93.4K -11,631 -10%
PAG
12
Private Advisor Group
New Jersey
$802K -$77.9K -9,700 -9%
Ameriprise
13
Ameriprise
Minnesota
$781K +$682K +84,920 +781%
ACP
14
Aviance Capital Partners
Florida
$743K -$17.5K -2,182 -2%
NA
15
NewEdge Advisors
Louisiana
$699K +$10.4K +1,300 +2%
RJA
16
Raymond James & Associates
Florida
$672K +$153K +19,086 +30%
AAM
17
Advisors Asset Management
Colorado
$566K -$51.5K -6,412 -8%
PHS
18
Pekin Hardy Strauss
Illinois
$452K -$131K -16,268 -23%
UBS Group
19
UBS Group
Switzerland
$353K +$10.9K +1,359 +3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$258K +$254K +31,596 New
Baird Financial Group
21
Baird Financial Group
Wisconsin
$236K
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$222K +$2.63K +328 +1%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$195K +$39K +4,857 +26%
Osaic Holdings
24
Osaic Holdings
Arizona
$188K -$42.7K -5,310 -19%
HighTower Advisors
25
HighTower Advisors
Illinois
$168K +$179K +22,232 New

BWG Hedge Fund Activity: Q4 2022 in Review

39 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q4 2022, worth a combined $62M — up 6.7% from $58.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BWG and 6 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 12 added.

The largest buyer was Allspring Global Investments, adding an estimated $845K. The largest seller was Morgan Stanley, cutting an estimated $856K.

  • 39 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q4 2022, down from 40 in Q3 2022.
  • Funds reported $62M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q4 2022, up 6.7% quarter-over-quarter.
  • 6 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q4 2022 and 7 closed out, a net change of -1 holder.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q4 2022 was Allspring Global Investments, an estimated $845K added.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q4 2022 was Morgan Stanley, an estimated $856K sold.

Based on aggregated 13F filings for Q4 2022.