Who Owns BrandywineGLOBAL Global Income Opportunities Fund Stock?
NYSE: BWGFinanceFinance/Investors ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 54.73%
- Held by insiders
- 0.02%
- Institutional holders
- 53
- Institutions 54.7%
- Insiders 0.0%
- Public and other 45.3%
Who owns BrandywineGLOBAL Global Income Opportunities Fund stock?
Institutional investors own about 54.7% of BrandywineGLOBAL Global Income Opportunities Fund's shares, spread across 53 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.02% of BWG.
The largest institutional holders are Morgan Stanley (10.55%), Pathstone Holdings, LLC (9.48%) and Allspring Global Investments Holdings, LLC (4.41%). Together, the top 10 institutions control 37.1% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their BWG positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of BWG
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 1.77M | 10.55% | +0.6% |
| Pathstone Holdings, LLC | 1.59M | 9.48% | -4.8% |
| Allspring Global Investments Holdings, LLC | 740.41K | 4.41% | 0.0% |
| Shaker Financial Services, LLC | 473.76K | 2.82% | +19.6% |
| Wells Fargo & Company | 368.06K | 2.19% | -21.4% |
| Advisors Asset Management, Inc. | 333.63K | 1.99% | -0.7% |
| Bank of America Corporation | 307.36K | 1.83% | +7.2% |
| Guggenheim Capital, LLC | 298.80K | 1.78% | +777.1% |
| Rareview Capital LLC | 179.23K | 1.07% | +56.8% |
| LPL Financial LLC | 164.23K | 0.98% | +12.8% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of BWG
| Fund | Shares | % Held |
|---|---|---|
| Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF | 179.23K | 1.07% |
| Starboard Investment Trust-Matisse Discounted Bond CEF Strategy | 145.87K | 0.87% |
| Modern Capital Funds Trust-Modern Capital Tactical Income Fund | 105.36K | 0.63% |
| Thrive Series Trust-Prospera Income ETF | 15.36K | 0.09% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 1.23K | 0.01% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 436 | 0.00% |
Frequently asked questions
Who is the largest shareholder of BrandywineGLOBAL Global Income Opportunities Fund?
Morgan Stanley is the largest institutional shareholder of BWG, owning 10.55% of shares outstanding (1.77M shares) as of its latest 13F filing.
What percentage of BrandywineGLOBAL Global Income Opportunities Fund is owned by institutions?
Institutions own about 54.7% of BWG shares and 54.7% of the public float.
How much of BrandywineGLOBAL Global Income Opportunities Fund do insiders own?
Insiders, such as officers and directors, own about 0.02% of BWG shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.