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BWG

BrandywineGLOBAL Global Income Opportunities Fund

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.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

1% more capital invested

Capital invested by funds: $56.5M → $57.3M (+$833K)

0.01% less ownership

Funds ownership: 42.44%42.43% (-0.01%)

10% less funds holding

Funds holding: 3935 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
15
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.9M +$322K +40,867 +2%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$9.22M +$137K +17,406 +2%
RCM
3
Rivernorth Capital Management
Florida
$6.34M +$195K +24,726 +3%
Bank of America
4
Bank of America
North Carolina
$2.99M -$837K -106,181 -22%
Wells Fargo
5
Wells Fargo
California
$2.64M +$42.5K +5,395 +2%
GC
6
Guggenheim Capital
Illinois
$2.44M -$355K -45,106 -13%
LPL Financial
7
LPL Financial
California
$1.55M -$140K -17,776 -8%
SI
8
Stephens Inc
Arkansas
$1.27M +$45.2K +5,737 +4%
MC
9
Matisse Capital
Oregon
$1.21M +$78.8K +10,000 +7%
WAM
10
Wolverine Asset Management
Illinois
$1.12M +$677K +85,894 +162%
PAG
11
Private Advisor Group
New Jersey
$1.04M +$76.8K +9,752 +8%
SCM
12
Saba Capital Management
New York
$911K -$472K -59,940 -35%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$878K -$101K -12,806 -10%
Ameriprise
14
Ameriprise
Minnesota
$831K +$38.9K +4,942 +5%
ACP
15
Aviance Capital Partners
Florida
$732K -$9.26K -1,175 -1%
SFS
16
Shaker Financial Services
Virginia
$723K +$204K +25,829 +41%
RJA
17
Raymond James & Associates
Florida
$690K +$23.6K +2,998 +4%
NA
18
NewEdge Advisors
Louisiana
$657K -$3.74K -475 -0.6%
LSC
19
Logan Stone Capital
Illinois
$565K +$406K +51,543 +276%
UBS Group
20
UBS Group
Switzerland
$334K -$18.8K -2,382 -5%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$225K -$7.88K -1,000 -3%
HighTower Advisors
22
HighTower Advisors
Illinois
$212K +$37.7K +4,787 +22%
LCM
23
Landscape Capital Management
New Jersey
$177K +$66K +8,375 +61%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$173K -$46.6K -5,917 -22%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$172K -$12.5K -1,592 -7%

BWG Hedge Fund Activity: Q2 2023 in Review

35 of the 6,369 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 1.5% from $56.5M 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 1.5% 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.