BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

41 hedge funds and large institutions have $62.8M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$950K
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$947K
3
SFS
Shaker Financial Services
Virginia
+$611K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$399K
5
CA
Cetera Advisors
Colorado
+$231K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$15.5M
2
RCM
Rivernorth Capital Management
Florida
-$579K
3
SCM
Saba Capital Management
New York
-$519K
4
SA
SFI Advisors
New Jersey
-$300K
5
Wells Fargo
Wells Fargo
California
-$175K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.9M -$15.5M -1,830,398 -48%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$10.7M +$947K +111,692 +10%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$6.16M +$103K +12,124 +2%
Wells Fargo
4
Wells Fargo
California
$4.13M -$175K -20,663 -4%
RCM
5
Rivernorth Capital Management
Florida
$4.13M -$579K -68,302 -12%
Bank of America
6
Bank of America
North Carolina
$3.89M +$100K +11,792 +3%
GC
7
Guggenheim Capital
Illinois
$2.07M +$150K +17,654 +8%
SFS
8
Shaker Financial Services
Virginia
$1.9M +$611K +71,381 +47%
LPL Financial
9
LPL Financial
California
$1.58M +$159K +18,752 +11%
SI
10
Stephens Inc
Arkansas
$1.35M -$56.6K -6,678 -4%
MC
11
Matisse Capital
Oregon
$1.27M -$43.4K -5,121 -3%
PAG
12
Private Advisor Group
New Jersey
$1.06M -$5.29K -624 -0.5%
ARA
13
Alexander Randolph Advisory
Virginia
$974K – – –
AAM
14
Advisors Asset Management
Colorado
$950K +$950K +111,982 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$903K -$5.82K -687 -0.6%
RJA
16
Raymond James & Associates
Florida
$595K -$160K -18,839 -21%
NA
17
NewEdge Advisors
Louisiana
$535K -$100K -11,800 -16%
Invesco
18
Invesco
Georgia
$407K +$168K +19,825 +70%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$399K +$399K +47,090 New
LCM
20
Landscape Capital Management
New Jersey
$362K +$44.7K +5,266 +14%
UBS Group
21
UBS Group
Switzerland
$332K +$5.98K +705 +2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$316K +$120K +14,164 +61%
CA
23
Cetera Advisors
Colorado
$231K +$231K +27,220 New
Osaic Holdings
24
Osaic Holdings
Arizona
$203K +$14.9K +1,752 +8%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$186K +$1.81K +213 +1%
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