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BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

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.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.53% less ownership

Funds ownership: 42.55% → 42.02% (-0.53%)

2% less funds holding

Funds holding: 42 → 41 (-1)

11% less capital invested

Capital invested by funds: $63.2M → $56.5M (-$6.7M)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.54%
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
Pathstone Holdings
New Jersey
+$946K
2
GC
Guggenheim Capital
Illinois
+$738K
3
LPL Financial
LPL Financial
California
+$230K
4
AWM
Apollon Wealth Management
South Carolina
+$226K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$144K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$767K
2
Wells Fargo
Wells Fargo
California
-$687K
3
Morgan Stanley
Morgan Stanley
New York
-$602K
4
SFS
Shaker Financial Services
Virginia
-$296K
5
Bank of America
Bank of America
North Carolina
-$168K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.4M -$602K -71,074 -4%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$8.83M -$67.7K -7,995 -0.7%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$6.72M +$946K +111,676 +15%
Wells Fargo
4
Wells Fargo
California
$3.91M -$687K -81,111 -14%
Bank of America
5
Bank of America
North Carolina
$3.14M -$168K -19,772 -5%
GC
6
Guggenheim Capital
Illinois
$2.61M +$738K +87,049 +36%
RCM
7
Rivernorth Capital Management
Florida
$2.03M -$767K -90,512 -26%
SFS
8
Shaker Financial Services
Virginia
$1.8M -$296K -34,894 -13%
LPL Financial
9
LPL Financial
California
$1.49M +$230K +27,101 +17%
MC
10
Matisse Capital
Oregon
$1.2M – – –
SI
11
Stephens Inc
Arkansas
$1.18M -$62.4K -7,364 -5%
AAM
12
Advisors Asset Management
Colorado
$1.14M -$8.56K -1,011 -0.7%
PAG
13
Private Advisor Group
New Jersey
$971K – – –
ARA
14
Alexander Randolph Advisory
Virginia
$928K +$25.4K +3,000 +3%
Invesco
15
Invesco
Georgia
$889K +$70.1K +8,270 +8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$655K -$31.5K -3,716 -4%
Raymond James Financial
17
Raymond James Financial
Florida
$603K +$639K +75,399 New
NA
18
NewEdge Advisors
Louisiana
$411K -$52.5K -6,200 -11%
UBS Group
19
UBS Group
Switzerland
$399K +$83.4K +9,847 +25%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$314K +$40.8K +4,813 +14%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$278K -$62.4K -7,361 -17%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$229K +$56.2K +6,631 +30%
AWM
23
Apollon Wealth Management
South Carolina
$214K +$226K +26,705 New
Ameriprise
24
Ameriprise
Minnesota
$195K -$30.6K -3,613 -13%
LNWWM
25
Laird Norton Wetherby Wealth Management
California
$169K – – –
1
2

BWG Hedge Fund Activity: Q4 2024 in Review

41 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BrandywineGLOBAL Global Income Opportunities Fund (BWG) for Q4 2024, worth a combined $56.5M — down 11% from $63.2M a quarter earlier.

Fund positioning in BWG was balanced in Q4 2024: 6 funds opened new positions, 6 closed out, 12 added to existing stakes and 16 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $946K. The largest seller was Rivernorth Capital Management, cutting an estimated $767K.

  • 41 institutional investors held BrandywineGLOBAL Global Income Opportunities Fund (BWG) as of Q4 2024, down from 42 in Q3 2024.
  • Funds reported $56.5M of BrandywineGLOBAL Global Income Opportunities Fund stock for Q4 2024, down 11% quarter-over-quarter.
  • 6 funds opened new BrandywineGLOBAL Global Income Opportunities Fund positions in Q4 2024 and 6 closed out, a net change of 0 holders.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund buyer in Q4 2024 was Pathstone Holdings, an estimated $946K added.
  • The largest BrandywineGLOBAL Global Income Opportunities Fund seller in Q4 2024 was Rivernorth Capital Management, an estimated $767K sold.

Based on aggregated 13F filings for Q4 2024.