BrandywineGLOBAL-Global Income Opportunities Fund Inc
BWG- Exchange
- NYSE
- SEC CIK
- 0001504545
No open-market purchases or sales by BrandywineGLOBAL-Global Income Opportunities Fund Inc insiders were filed in the last 90 days; 48 institutions reported holding it in 13F filings for Q2 2026, worth $60.2M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in BrandywineGLOBAL-Global Income Opportunities Fund Inc as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 41
- +3 vs. Q3 2021
- Shares held
- 8.17M
- −111.0K (−1.3%) vs. Q3 2021
- Total value
- $95.7M
- −$8.04M (−7.7%) vs. Q3 2021
- New holders
- 13
- 10 more added
- Sold out
- 10
- 16 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BWG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 48 | $60.2M |
| Q1 2026 | 52 | $57.2M |
| Q4 2025 | 46 | $63.1M |
| Q3 2025 | 44 | $63.5M |
| Q2 2025 | 45 | $59.8M |
| Q1 2025 | 40 | $58.3M |
| Q4 2024 | 41 | $56.5M |
| Q3 2024 | 42 | $63.2M |
| Q2 2024 | 39 | $60.9M |
| Q1 2024 | 40 | $62.5M |
| Q4 2023 | 39 | $59.1M |
| Q3 2023 | 39 | $52.7M |
| Q2 2023 | 35 | $57.3M |
| Q1 2023 | 39 | $56.7M |
| Q4 2022 | 39 | $62.0M |
| Q3 2022 | 40 | $58.1M |
| Q2 2022 | 38 | $65.9M |
| Q1 2022 | 39 | $81.6M |
| Q4 2021 | 41 | $95.7M |
| Q3 2021 | 39 | $104.3M |
| Q2 2021 | 48 | $105.0M |
| Q1 2021 | 48 | $105.1M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding BrandywineGLOBAL-Global Income Opportunities Fund Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parametric Portfolio Associates LLC | 1,870,784 | $21.9M | 0.01% | +116,503+6.6% | Added |
| Rivernorth Capital Management, LLC | 1,746,037 | $20.4M | 0.83% | +48,370+2.8% | Added |
| Allspring Global Investments Holdings, LLC | 808,681 | $9.47M | 0.01% | +808,681 | New |
| City of London Investment Management Co Ltd | 529,353 | $6.20M | 0.35% | −2,197−0.4% | Reduced |
| Wells Fargo & Company | 501,242 | $5.87M | 0.00% | −739,437−59.6% | Reduced |
| Morgan Stanley | 444,928 | $5.21M | 0.00% | −11,360−2.5% | Reduced |
| Saba Capital Management, L.P. | 416,106 | $4.87M | 0.10% | −214,365−34.0% | Reduced |
| Bank of America Corp | 332,127 | $3.89M | 0.00% | −13,010−3.8% | Reduced |
| UBS Group AG | 169,735 | $1.99M | 0.00% | −2,958−1.7% | Reduced |
| LPL Financial LLC | 157,341 | $1.84M | 0.00% | +24,222+18.2% | Added |
| Advisors Asset Management, Inc. | 140,090 | $1.64M | 0.02% | −96,501−40.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 95,290 | $1.12M | 0.15% | +82,790+662.3% | Added |
| Stephens Inc | 93,659 | $1.10M | 0.02% | −2,684−2.8% | Reduced |
| Royal Bank of Canada | 91,186 | $1.07M | 0.00% | +2,534+2.9% | Added |
| Aviance Capital Partners, LLC | 88,979 | $1.04M | 0.17% | −7,732−8.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 83,446 | $977.0K | 0.00% | −39,561−32.2% | Reduced |
| Private Advisor Group, LLC | 69,902 | $819.0K | 0.01% | −66,354−48.7% | Reduced |
| GWM Advisors LLC | 69,500 | $814.0K | 0.01% | +69,500 | New |
| Matisse Capital | 68,000 | $796.0K | 0.55% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 45,501 | $533.0K | 0.00% | +1,000+2.2% | Added |
| Advisor Group Holdings, Inc. | 34,116 | $400.0K | 0.00% | +7,471+28.0% | Added |
| Guggenheim Capital LLC | 31,741 | $372.0K | 0.00% | −43,592−57.9% | Reduced |
| Wolverine Asset Management LLC | 27,981 | $327.0K | 0.00% | +27,981 | New |
| Clough Capital Partners L P | 26,880 | $315.0K | 0.02% | +26,880 | New |
| 6 Meridian | 25,065 | $294.0K | 0.02% | −1,906−7.1% | Reduced |
| Envestnet Asset Management Inc | 23,548 | $276.0K | 0.00% | −2,110−8.2% | Reduced |
| Janney Montgomery Scott LLC | 22,461 | $263.0K | 0.00% | +10,131+82.2% | Added |
| Commonwealth Equity Services, LLC | 20,569 | $240.0K | 0.00% | −1,498−6.8% | Reduced |
| Millennium Management LLC | 19,200 | $225.0K | 0.00% | +19,200 | New |
| Cetera Investment Advisers | 18,417 | $216.0K | 0.00% | +1,745+10.5% | Added |
| Walleye Capital LLC | 15,686 | $184.0K | 0.01% | −26,502−62.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,831 | $162.0K | 0.00% | +13,831 | New |
| Wedbush Securities Inc | 12,926 | $151.0K | 0.01% | +810+6.7% | Added |
| Nomura Holdings Inc | 11,834 | $139.0K | 0.00% | +11,834 | New |
| Citadel Advisors LLC | 11,841 | $139.0K | 0.00% | +11,841 | New |
| Landscape Capital Management, L.L.C. | 10,875 | $127.0K | 0.02% | +10,875 | New |
| Ameriprise Financial Inc | 10,514 | $123.0K | 0.00% | +10,514 | New |
| Axxcess Wealth Management, LLC | 10,422 | $122.0K | 0.01% | +10,422 | New |
| First Manhattan Co | 350 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 332 | $4.00K | 0.00% | +332 | New |
| Gradient Investments LLC | 60 | $1.00K | 0.00% | +60 | New |
| Family Management Corp | 0 | $0 | 0.00% | −68,395−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −27,200−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −16,271−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −14,803−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −10,787−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −10,125−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −6,436−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −2,230−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |