BrandywineGLOBAL Global Income Opportunities Fund
BWG
39 hedge funds and large institutions have $60.9M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 5 closing their positions.
0.19% less ownership
Funds ownership: 44.08% → 43.88% (-0.19%)
3% less capital invested
Capital invested by funds: $62.8M → $60.9M (-$1.9M)
5% less funds holding
Funds holding: 41 → 39 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
25% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$363K |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$360K |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
+$281K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$279K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$232K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$383K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$351K |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
-$274K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$214K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$185K |
BWG Hedge Fund Activity: Q2 2024 in Review
39 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q2 2024, worth a combined $60.9M — down 3% from $62.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BWG and 4 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 12 added.
The largest buyer was Morgan Stanley, adding an estimated $363K. The largest seller was Rivernorth Capital Management, cutting an estimated $383K.
- 39 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q2 2024, down from 41 in Q1 2024.
- Funds reported $60.9M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q2 2024, down 3% quarter-over-quarter.
- 4 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q2 2024 and 5 closed out, a net change of -1 holder.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q2 2024 was Morgan Stanley, an estimated $363K added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q2 2024 was Rivernorth Capital Management, an estimated $383K sold.
Based on aggregated 13F filings for Q2 2024.