BrandywineGLOBAL Global Income Opportunities Fund
BWG
42 hedge funds and large institutions have $63.2M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
8% more funds holding
Funds holding: 39 → 42 (+3)
4% more capital invested
Capital invested by funds: $60.9M → $63.2M (+$2.3M)
1.33% less ownership
Funds ownership: 43.88% → 42.55% (-1.3%)
47% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$663K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$324K |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$283K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$232K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$175K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.64M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$827K |
| 3 |
LPL Financial
San Diego,
California
|
-$337K |
| 4 |
Morgan Stanley
New York
|
-$331K |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
-$281K |
BWG Hedge Fund Activity: Q3 2024 in Review
42 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q3 2024, worth a combined $63.2M — up 3.8% from $60.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BWG positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 19 trimmed.
The largest buyer was Wells Fargo, adding an estimated $663K. The largest seller was Allspring Global Investments, cutting an estimated $1.64M.
- 42 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q3 2024, up from 39 in Q2 2024.
- Funds reported $63.2M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q3 2024, up 3.8% quarter-over-quarter.
- 5 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q3 2024 and 2 closed out, a net change of +3 holders.
- The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q3 2024 was Wells Fargo, an estimated $663K added.
- The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q3 2024 was Allspring Global Investments, an estimated $1.64M sold.
Based on aggregated 13F filings for Q3 2024.