BWG

BrandywineGLOBAL Global Income Opportunities Fund
BWG

Overview Fund Activity

44 hedge funds and large institutions have $59.7M invested in BrandywineGLOBAL Global Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$1.12M
2
WAM
Wolverine Asset Management
Illinois
+$399K
3
Bank of America
Bank of America
North Carolina
+$397K
4
RC
Rareview Capital
Nevada
+$216K
5
Wells Fargo
Wells Fargo
California
+$215K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$894K
2
GC
Guggenheim Capital
Illinois
-$452K
3
LPL Financial
LPL Financial
California
-$239K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$129K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$112K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.4M -$894K -107,569 -5%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$9.18M +$11.1K +1,340 +0.1%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$7.41M +$210K +25,313 +3%
Wells Fargo
4
Wells Fargo
California
$4.34M +$215K +25,932 +5%
Bank of America
5
Bank of America
North Carolina
$3.54M +$397K +47,748 +13%
SFS
6
Shaker Financial Services
Virginia
$3.21M +$1.12M +133,608 +54%
GC
7
Guggenheim Capital
Illinois
$2.38M -$452K -54,446 -16%
SI
8
Stephens Inc
Arkansas
$1.25M +$44.1K +5,310 +4%
MC
9
Matisse Capital
Oregon
$1.25M – – –
LPL Financial
10
LPL Financial
California
$1.24M -$239K -28,714 -16%
PAG
11
Private Advisor Group
New Jersey
$1.19M +$104K +12,550 +10%
Invesco
12
Invesco
Georgia
$1.16M +$147K +17,698 +15%
ARA
13
Alexander Randolph Advisory
Virginia
$1.06M -$2.28K -274 -0.2%
AAM
14
Advisors Asset Management
Colorado
$862K -$806 -97 -0.1%
Raymond James Financial
15
Raymond James Financial
Florida
$629K +$939 +113 +0.1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$616K -$112K -13,502 -15%
PI
17
PFG Investments
New York
$449K +$200K +24,082 +81%
NA
18
NewEdge Advisors
Louisiana
$400K -$15K -1,800 -4%
WAM
19
Wolverine Asset Management
Illinois
$399K +$399K +48,010 New
UBS Group
20
UBS Group
Switzerland
$325K -$60.5K -7,275 -16%
AC
21
AlphaCore Capital
California
$258K – – –
AWM
22
Apollon Wealth Management
South Carolina
$232K +$10.1K +1,220 +5%
RC
23
Rareview Capital
Nevada
$216K +$216K +25,965 New
Ameriprise
24
Ameriprise
Minnesota
$206K +$10.8K +1,298 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$199K -$14.3K -1,715 -7%
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