SCHEDULE: Morgan Stanley Boosts Stake in BrandywineGLOBAL Fund to 10.3%

Sentiment:

Ownership Disclosure


Morgan Stanley and its subsidiary, Parametric Portfolio Associates LLC, reported a 10.3% beneficial ownership stake in BrandywineGLOBAL-Global Income Opportunities Fund Inc.

Summary

  • Morgan Stanley and its wholly-owned subsidiary, Parametric Portfolio Associates LLC, jointly reported beneficial ownership of 1,733,867 shares of BrandywineGLOBAL-Global Income Opportunities Fund Inc. Common Stock.
  • This aggregate amount represents 10.3% of the issuer's class of securities.
  • The reporting persons hold shared voting power over 167,189 shares and shared dispositive power over 1,733,867 shares.
  • This filing is an Amendment No. 6 to a Schedule 13G, indicating a change from previous ownership disclosures.
  • The event requiring this filing is dated September 30, 2025, with the filing submitted on November 7, 2025.

Sentiment

Score: 5

Explanation: The filing is a routine beneficial ownership disclosure, providing factual information without expressing positive or negative sentiment regarding the issuer's performance or outlook. The future date for the 'event requiring filing' is unusual but does not inherently alter the sentiment of the disclosure itself.

Future Outlook

NA

Management Comments

  • The securities were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities.

Industry Context

This filing represents a routine disclosure of significant institutional ownership in a closed-end fund by a major global financial services firm and its asset management subsidiary. Such disclosures provide transparency into the holdings of large investors, which is a standard practice in the investment management industry.

Stakeholder Impact

  • Shareholders are informed of a significant institutional ownership stake by Morgan Stanley and its subsidiary, which may influence market perception of the issuer.

Key Dates

DateDescription
09/30/2025Date of event which requires filing of this statement
11/07/2025Filing date of the Schedule 13G Amendment No. 6

Keywords

Morgan Stanley, Parametric Portfolio Associates LLC, BrandywineGLOBAL-Global Income Opportunities Fund Inc, Schedule 13G, Beneficial Ownership, Institutional Ownership, Common Stock, Investment Fund

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