Who Owns BWG?

BrandywineGLOBAL Global Income Opportunities Fund Inc. — Institutional Ownership & 13F Holdings

$8.02

+0.00 (+0.00%)

Market Cap

$138.4M

Shares Outstanding

16,791,836

Institutional Holders

40

Total Inst. Value

$55.1M

% of Float Held

QoQ Holder Change

+7

Institutional data as of Q1 2025

New Positions

9

Closed Positions

8

Increased

13

Decreased

12

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1MORGAN STANLEY$17.3M2,076,656
2Allspring Global Investments Holdings, LLC$9.2M1,103,139
3NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.9M824
4WELLS FARGO & COMPANY/MN$4.1M496,508
5BANK OF AMERICA CORP /DE/$3.2M378,431
6GUGGENHEIM CAPITAL LLC$2.8M340,380
7Shaker Financial Services, LLC$2.1M248,860
8Matisse CapitalNew$1.3M149,900
9Private Advisor Group, LLC$1.1M130,750
10Alexander Randolph Advisory, Inc.$1.1M128,200

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
MORGAN STANLEY+155K$17.3M
WELLS FARGO & COMPANY/MN+8K$4.1M
GUGGENHEIM CAPITAL LLC+15K$2.8M
Shaker Financial Services, LLC+23K$2.1M
Matisse CapitalNew+150K$1.3M

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Frequently Asked Questions

How many institutional investors hold BWG?

As of Q1 2025, 40 institutional investors report holding BWG (BrandywineGLOBAL Global Income Opportunities Fund Inc.) in their 13F filings.

Which hedge fund owns the most BWG?

The largest institutional holder of BWG is MORGAN STANLEY with $17.3M in shares.

Are institutions buying or selling BWG?

This quarter, 9 institutions opened new positions in BWG and 8 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.