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.
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0.53% less ownership
Funds ownership: 42.56% → 42.03% (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
+$946K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$738K |
| 3 |
LPL Financial
San Diego,
California
|
+$230K |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$226K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$144K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$767K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$687K |
| 3 |
Morgan Stanley
New York
|
-$602K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$296K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$168K |
BWG Hedge Fund Activity: Q4 2024 in Review
41 of the 7,607 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.