BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

41 hedge funds and large institutions have $56.5M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$6.72M
2
GC
2
Guggenheim Capital
Illinois
$2.61M
3
Raymond James Financial
3
Raymond James Financial
Florida
$603K
4
LPL Financial
4
LPL Financial
California
$1.49M
5
AWM
5
Apollon Wealth Management
South Carolina
$214K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$2.03M
2
Wells Fargo
2
Wells Fargo
California
$3.91M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.4M
4
SFS
4
Shaker Financial Services
Virginia
$1.8M
5
Bank of America
5
Bank of America
North Carolina
$3.14M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.4M 1,921,860 -71,074 -4%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$8.83M 1,103,139 -7,995 -0.7%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$6.72M 837,698 +111,676 +15%
Wells Fargo
4
Wells Fargo
California
$3.91M 488,189 -81,111 -14%
Bank of America
5
Bank of America
North Carolina
$3.14M 392,393 -19,772 -5%
GC
6
Guggenheim Capital
Illinois
$2.61M 325,871 +87,049 +36%
RCM
7
Rivernorth Capital Management
Florida
$2.03M 254,101 -90,512 -26%
SFS
8
Shaker Financial Services
Virginia
$1.8M 225,387 -34,894 -13%
LPL Financial
9
LPL Financial
California
$1.49M 185,714 +27,101 +17%
MC
10
Matisse Capital
Oregon
$1.2M 149,900 – –
SI
11
Stephens Inc
Arkansas
$1.18M 147,108 -7,364 -5%
AAM
12
Advisors Asset Management
Colorado
$1.14M 141,971 -1,011 -0.7%
PAG
13
Private Advisor Group
New Jersey
$971K 121,350 – –
ARA
14
Alexander Randolph Advisory
Virginia
$928K 115,954 +3,000 +3%
Invesco
15
Invesco
Georgia
$889K 111,145 +8,270 +8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$655K 81,939 -3,716 -4%
Raymond James Financial
17
Raymond James Financial
Florida
$603K 75,399 +75,399 New
NA
18
NewEdge Advisors
Louisiana
$411K 51,400 -6,200 -11%
UBS Group
19
UBS Group
Switzerland
$399K 49,924 +9,847 +25%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$314K 39,268 +4,813 +14%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$278K 34,740 -7,361 -17%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$229K 28,664 +6,631 +30%
AWM
23
Apollon Wealth Management
South Carolina
$214K 26,705 +26,705 New
Ameriprise
24
Ameriprise
Minnesota
$195K 24,374 -3,613 -13%
LNWWM
25
Laird Norton Wetherby Wealth Management
California
$169K 21,077 – –
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