BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

40 hedge funds and large institutions have $58.3M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% 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
15
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.3M
2
AC
2
AlphaCore Capital
California
$259K
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$7.3M
4
SFS
4
Shaker Financial Services
Virginia
$2.1M
5
PI
5
PFG Investments
New York
$250K

Top Sellers

1
CW
1
Curio Wealth
Maryland
$4.75K
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
AAM
3
Advisors Asset Management
Colorado
$867K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$172K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.3M 2,076,656 +154,796 +8%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$9.21M 1,103,139 – –
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$7.3M 865,924 +28,226 +3%
Wells Fargo
4
Wells Fargo
California
$4.15M 496,508 +8,319 +2%
Bank of America
5
Bank of America
North Carolina
$3.16M 378,431 -13,962 -4%
GC
6
Guggenheim Capital
Illinois
$2.84M 340,380 +14,509 +4%
SFS
7
Shaker Financial Services
Virginia
$2.1M 248,860 +23,473 +10%
LPL Financial
8
LPL Financial
California
$1.49M 177,896 -7,818 -4%
MC
9
Matisse Capital
Oregon
$1.25M 149,900 – –
SI
10
Stephens Inc
Arkansas
$1.21M 145,322 -1,786 -1%
PAG
11
Private Advisor Group
New Jersey
$1.09M 130,750 +9,400 +8%
ARA
12
Alexander Randolph Advisory
Virginia
$1.07M 128,200 +12,246 +11%
Invesco
13
Invesco
Georgia
$1.02M 121,670 +10,525 +9%
AAM
14
Advisors Asset Management
Colorado
$867K 103,847 -38,124 -27%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$732K 87,667 +5,728 +7%
Raymond James Financial
16
Raymond James Financial
Florida
$631K 75,594 +195 +0.3%
NA
17
NewEdge Advisors
Louisiana
$417K 49,900 -1,500 -3%
UBS Group
18
UBS Group
Switzerland
$387K 46,326 -3,598 -7%
AC
19
AlphaCore Capital
California
$259K 31,000 +31,000 New
PI
20
PFG Investments
New York
$250K 29,900 +18,052 +152%
AWM
21
Apollon Wealth Management
South Carolina
$223K 26,705 – –
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$214K 25,616 -3,048 -11%
Ameriprise
23
Ameriprise
Minnesota
$196K 23,472 -902 -4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$172K 20,625 -14,115 -41%
Osaic Holdings
25
Osaic Holdings
Arizona
$135K 16,119 +5,762 +56%
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