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BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

39 hedge funds and large institutions have $52.7M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

11% more funds holding

Funds holding: 35 → 39 (+4)

0.61% less ownership

Funds ownership: 42.43% → 41.83% (-0.61%)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

8% less capital invested

Capital invested by funds: $57.3M → $52.7M (-$4.59M)

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
API
Advisor Partners II
California
+$1.58M
2
Wells Fargo
Wells Fargo
California
+$977K
3
Morgan Stanley
Morgan Stanley
New York
+$586K
4
Ameriprise
Ameriprise
Minnesota
+$410K
5
CCP
Clough Capital Partners
Massachusetts
+$172K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$1.85M
2
WAM
Wolverine Asset Management
Illinois
-$1.12M
3
ACP
Aviance Capital Partners
Florida
-$732K
4
GC
Guggenheim Capital
Illinois
-$429K
5
LSC
Logan Stone Capital
Illinois
-$424K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.1M +$586K +72,710 +3%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$8.61M – – –
RCM
3
Rivernorth Capital Management
Florida
$4.2M -$1.85M -229,623 -29%
Wells Fargo
4
Wells Fargo
California
$3.37M +$977K +121,127 +37%
Bank of America
5
Bank of America
North Carolina
$2.93M +$149K +18,509 +5%
GC
6
Guggenheim Capital
Illinois
$1.88M -$429K -53,152 -18%
API
7
Advisor Partners II
California
$1.47M +$1.58M +195,525 New
SI
8
Stephens Inc
Arkansas
$1.21M +$24.1K +2,985 +2%
LPL Financial
9
LPL Financial
California
$1.18M -$286K -35,509 -18%
Ameriprise
10
Ameriprise
Minnesota
$1.16M +$410K +50,888 +49%
MC
11
Matisse Capital
Oregon
$1.13M – – –
PAG
12
Private Advisor Group
New Jersey
$944K +$5.55K +688 +0.6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$805K -$17.5K -2,173 -2%
RJA
14
Raymond James & Associates
Florida
$701K +$60.9K +7,546 +9%
SFS
15
Shaker Financial Services
Virginia
$654K -$22.2K -2,755 -3%
SCM
16
Saba Capital Management
New York
$594K -$276K -34,252 -30%
NA
17
NewEdge Advisors
Louisiana
$506K -$116K -14,400 -18%
UBS Group
18
UBS Group
Switzerland
$347K +$37.6K +4,666 +11%
Osaic Holdings
19
Osaic Holdings
Arizona
$226K +$73.3K +9,094 +43%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$210K – – –
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$165K +$4.71K +584 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$164K +$2.65K +328 +2%
CCP
23
Clough Capital Partners
Massachusetts
$160K +$172K +21,300 New
QL
24
Quarry LP
New York
$160K +$172K +21,300 New
NB
25
NBT Bank
New York
$140K +$151K +18,700 New
1
2

BWG Hedge Fund Activity: Q3 2023 in Review

39 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q3 2023, worth a combined $52.7M — down 8% from $57.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BWG positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Advisor Partners II, opening a new position worth an estimated $1.58M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.85M.

  • 39 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q3 2023, up from 35 in Q2 2023.
  • Funds reported $52.7M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q3 2023, down 8% quarter-over-quarter.
  • 8 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q3 2023 and 4 closed out, a net change of +4 holders.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q3 2023 was Advisor Partners II, an estimated $1.58M added.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q3 2023 was Rivernorth Capital Management, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2023.