BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

39 hedge funds and large institutions have $75.1M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$5.97M
3
ARA
3
Alexander Randolph Advisory
Virginia
$960K
4
SFS
4
Shaker Financial Services
Virginia
$1.26M
5
Wells Fargo
5
Wells Fargo
California
$4.24M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$231K
2
GC
2
Guggenheim Capital
Illinois
$1.89M
3
CCP
3
Clough Capital Partners
Massachusetts
$0
4
QL
4
Quarry LP
New York
$0
5
SCM
5
Saba Capital Management
New York
$519K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.9M 3,817,732 +1,273,438 +50%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$9.58M 1,146,164 – –
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$5.97M 714,319 +714,319 New
RCM
4
Rivernorth Capital Management
Florida
$4.64M 554,946 -4,496 -0.8%
Wells Fargo
5
Wells Fargo
California
$4.24M 507,438 +58,148 +13%
Bank of America
6
Bank of America
North Carolina
$3.74M 447,431 +57,595 +15%
GC
7
Guggenheim Capital
Illinois
$1.89M 226,119 -23,669 -9%
LPL Financial
8
LPL Financial
California
$1.4M 168,094 +10,513 +7%
SI
9
Stephens Inc
Arkansas
$1.39M 166,383 +4,819 +3%
MC
10
Matisse Capital
Oregon
$1.3M 155,021 +5,021 +3%
SFS
11
Shaker Financial Services
Virginia
$1.26M 151,059 +64,818 +75%
PAG
12
Private Advisor Group
New Jersey
$1.05M 125,974 +232 +0.2%
ARA
13
Alexander Randolph Advisory
Virginia
$960K 114,900 +114,900 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$896K 107,249 +107 +0.1%
RJA
15
Raymond James & Associates
Florida
$744K 89,037 -4,341 -5%
NA
16
NewEdge Advisors
Louisiana
$626K 74,900 +7,525 +11%
SCM
17
Saba Capital Management
New York
$519K 62,069 -16,995 -21%
UBS Group
18
UBS Group
Switzerland
$321K 38,430 -7,813 -17%
LCM
19
Landscape Capital Management
New Jersey
$313K 37,429 +27,111 +263%
SA
20
SFI Advisors
New Jersey
$300K 35,934 +35,934 New
Invesco
21
Invesco
Georgia
$236K 28,188 +15,112 +116%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$234K 28,010 – –
Ameriprise
23
Ameriprise
Minnesota
$231K 27,623 -126,620 -82%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$193K 23,064 +1,092 +5%
Osaic Holdings
25
Osaic Holdings
Arizona
$186K 22,208 -7,862 -26%
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