BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

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.

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.8M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$10.7M
3
WANY
3
Wealthspire Advisors (New York)
New York
$281K
4
AAM
4
Advisors Asset Management
Colorado
$1.2M
5
Invesco
5
Invesco
Georgia
$628K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$3.64M
2
GC
2
Guggenheim Capital
Illinois
$1.66M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$5.73M
4
LCM
4
Landscape Capital Management
New Jersey
$139K
5
Bank of America
5
Bank of America
North Carolina
$3.61M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.8M 2,031,289 +43,955 +2%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$10.7M 1,301,445 +43,589 +3%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$5.73M 693,278 -33,165 -5%
Wells Fargo
4
Wells Fargo
California
$4.07M 492,624 +5,849 +1%
RCM
5
Rivernorth Capital Management
Florida
$3.64M 440,345 -46,299 -10%
Bank of America
6
Bank of America
North Carolina
$3.61M 436,800 -22,423 -5%
SFS
7
Shaker Financial Services
Virginia
$2.03M 243,615 +21,175 +10%
GC
8
Guggenheim Capital
Illinois
$1.66M 201,337 -42,436 -17%
LPL Financial
9
LPL Financial
California
$1.63M 197,552 +10,706 +6%
SI
10
Stephens Inc
Arkansas
$1.3M 157,142 -2,563 -2%
MC
11
Matisse Capital
Oregon
$1.24M 149,900 – –
AAM
12
Advisors Asset Management
Colorado
$1.2M 145,794 +33,812 +30%
PAG
13
Private Advisor Group
New Jersey
$1M 121,350 -4,000 -3%
ARA
14
Alexander Randolph Advisory
Virginia
$935K 113,214 -1,686 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$713K 86,350 -20,212 -19%
Invesco
16
Invesco
Georgia
$628K 76,081 +28,068 +58%
RJA
17
Raymond James & Associates
Florida
$624K 75,512 +5,314 +8%
NA
18
NewEdge Advisors
Louisiana
$506K 61,200 -1,900 -3%
UBS Group
19
UBS Group
Switzerland
$326K 39,467 +332 +0.8%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$301K 36,469 -759 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$298K 36,082 -11,008 -23%
WANY
22
Wealthspire Advisors (New York)
New York
$281K 34,000 +34,000 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$203K 24,621 +2,737 +13%
LNWWM
24
Laird Norton Wetherby Wealth Management
California
$174K 21,077 – –
Ameriprise
25
Ameriprise
Minnesota
$171K 20,707 +4,108 +25%
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