BrandywineGLOBAL Global Income Opportunities Fund
BWG
35 hedge funds and large institutions have $57.3M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
0.01% less ownership
Funds ownership: 42.44% → 42.43% (-0.01%)
1% less capital inflows, than outflows
Capital inflows: $2.35M | Capital outflows: $2.37M
10% less funds holding
Funds holding: 39 → 35 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Asset Management
Chicago,
Illinois
|
+$677K |
| 2 |
Logan Stone Capital
Chicago,
Illinois
|
+$406K |
| 3 |
Morgan Stanley
New York
|
+$322K |
| 4 |
Shaker Financial Services
Arlington,
Virginia
|
+$204K |
| 5 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$837K |
| 2 |
Saba Capital Management
New York
|
-$472K |
| 3 |
Guggenheim Capital
Chicago,
Illinois
|
-$355K |
| 4 |
LPL Financial
San Diego,
California
|
-$140K |
| 5 |
Chicago Partners Investment Group
Chicago,
Illinois
|
-$119K |
BWG Hedge Fund Activity: Q2 2023 in Review
35 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q2 2023, worth a combined $57.3M — up 1.1% from $56.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BWG and 1 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 15 added.
The largest buyer was Wolverine Asset Management, adding an estimated $677K. The largest seller was Bank of America, cutting an estimated $837K.
- 35 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q2 2023, down from 39 in Q1 2023.
- Funds reported $57.3M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q2 2023, up 1.1% quarter-over-quarter.
- 1 fund opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q2 2023 and 5 closed out, a net change of -4 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q2 2023 was Wolverine Asset Management, an estimated $677K added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q2 2023 was Bank of America, an estimated $837K sold.
Based on aggregated 13F filings for Q2 2023.