Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Brandywinegbl Gbl Incm Opp F (BWG)

51 + Investors. Track Smart Money conviction in BWG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — BWG

Based on 51 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BWG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
51 hedge funds hold BWG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +31% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+31% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

24 buying19 selling
Last quarter: 24 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 6 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 24% medium ■ 24% new
27 out of 51 hedge funds have held BWG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

7 → 8 → 6 → 6 → 8 new funds/Q
New funds entering each quarter: 8 → 6 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 33% newcomers

■ 61% veterans ■ 6% 1-2yr ■ 33% new
Entry-cohort mix of 51 holders: 31 (61%) are 2+ year veterans, 3 entered 1–2 years ago, and 17 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
10 of 51 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in BWG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BWG

In 2026 Q1, 24 hedge funds were net buyers of BWG (8 opened a new position, 16 added to an existing one), while 19 reduced or exited (18 trimmed, 1 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 41% of total institutional value in BWG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 51.

Hedge Fund Ownership: BWG

How many hedge funds hold BWG — quarterly history vs. share price
Quarterly hedge fund ownership of BWG vs. share price

Market Analysis: BWG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BWG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Brandywinegbl Gbl Incm Opp F (BWG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BWG has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
BWG
nan%
XLF
+8.5%

BWG outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
BWG
nan%
XLF
+4.8%

Since the filing became public, BWG outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: BWG
51 + Investors

Track Smart Money conviction in BWG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 51 44 15.91%
13F Shares 7M 8M -1.14%
Total Value $57M $63M -9.75%
New Positions 8 6 +2
Increased Positions 16 14 +2
Closed Positions 1 4 -3
Reduced Positions 18 17 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BWG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

51 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BWG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BWG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 1.06% 395,995 $3.0M
2 Rareview Capital LLC 0.56% 114,312 $950K
3 Matisse Capital 0.48% 145,866 $1.1M
4 Alexander Randolph Advisory, Inc. 0.27% 41,529 $319K
5 Closed-End Fund Advisors, Inc. 0.17% 22,401 $172K
6 Van Diest Capital, LLC 0.10% 16,824 $129K
7 Flax Pond Capital, LLC 0.09% 15,000 $115K
8 Logan Stone Capital, LLC 0.09% 42,997 $330K
9 Pathstone Holdings, LLC 0.05% 1,672,017 $12.8M
10 Advisors Asset Management, Inc. 0.04% 335,875 $2.6M
11 Eclectic Associates Inc /Adv 0.04% 40,930 $314K
12 Stephens Inc /Ar/ 0.02% 158,528 $1.2M
13 Integrity Advisory Solutions, LLC 0.01% 12,618 $97K
14 Allspring Global Investments Holdings, LLC 0.01% 740,410 $5.7M
15 Wolverine Asset Management LLC 0.01% 118,030 $905K
16 WPG Advisers, LLC 0.01% 1,502 $12K
17 Evolve Private Wealth, LLC 0.01% 16,862 $129K
18 Private Advisor Group, LLC 0.01% 167,744 $1.3M
19 AlphaCore Capital LLC 0.01% 31,000 $238K
20 PFG Investments, LLC 0.00% 12,268 $94K
21 Apollon Wealth Management, LLC 0.00% 31,483 $241K
22 Guggenheim Capital LLC 0.00% 34,066 $261K
23 Osbon Capital Management LLC 0.00% 323 $2K
24 Pinnacle Wealth Planning Services, Inc. 0.00% 2,404 $18K
25 Oppenheimer & Co Inc 0.00% 14,266 $109K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Brandywinegbl Gbl Incm Opp F (BWG)

What does the Smart Money Trend signal show for BWG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BWG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BWG?

Slight buying edge — 56% buying: Last quarter: 24 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BWG holders?

Elite ownership — 41% AUM from top-100 funds: 10 of 51 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in BWG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BWG?

53% of holders stayed for 2+ years: 27 out of 51 hedge funds have held BWG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Brandywinegbl Gbl Incm Opp F (BWG) following the 2026 Q1 hedge fund 13F filings?

As of today, BWG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), BWG has gained nan% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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