BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

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.

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$5.03M
2
GC
2
Guggenheim Capital
Illinois
$2.11M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$6.42M
4
Invesco
4
Invesco
Georgia
$909K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$173K

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$9.82M
2
RCM
2
Rivernorth Capital Management
Florida
$3.05M
3
LPL Financial
3
LPL Financial
California
$1.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.6M
5
WANY
5
Wealthspire Advisors (New York)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.6M 1,992,934 -38,355 -2%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$9.82M 1,111,134 -190,311 -15%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$6.42M 726,022 +32,744 +5%
Wells Fargo
4
Wells Fargo
California
$5.03M 569,300 +76,676 +16%
Bank of America
5
Bank of America
North Carolina
$3.64M 412,165 -24,635 -6%
RCM
6
Rivernorth Capital Management
Florida
$3.05M 344,613 -95,732 -22%
SFS
7
Shaker Financial Services
Virginia
$2.32M 260,281 +16,666 +7%
GC
8
Guggenheim Capital
Illinois
$2.11M 238,822 +37,485 +19%
LPL Financial
9
LPL Financial
California
$1.4M 158,613 -38,939 -20%
SI
10
Stephens Inc
Arkansas
$1.37M 154,472 -2,670 -2%
MC
11
Matisse Capital
Oregon
$1.33M 149,900 – –
AAM
12
Advisors Asset Management
Colorado
$1.26M 142,982 -2,812 -2%
PAG
13
Private Advisor Group
New Jersey
$1.07M 121,350 – –
ARA
14
Alexander Randolph Advisory
Virginia
$999K 112,954 -260 -0.2%
Invesco
15
Invesco
Georgia
$909K 102,875 +26,794 +35%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$758K 85,655 -695 -0.8%
RJA
17
Raymond James & Associates
Florida
$641K 72,513 -2,999 -4%
NA
18
NewEdge Advisors
Louisiana
$509K 57,600 -3,600 -6%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$372K 42,101 +5,632 +15%
UBS Group
20
UBS Group
Switzerland
$354K 40,077 +610 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$305K 34,455 -1,627 -5%
Ameriprise
22
Ameriprise
Minnesota
$247K 27,987 +7,280 +35%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$195K 22,033 -2,588 -11%
LNWWM
24
Laird Norton Wetherby Wealth Management
California
$186K 21,077 – –
SA
25
Sanctuary Advisors
Indiana
$176K 20,992 -573 -3%
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