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Brandywine Global Investment Management LLC
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CRD # | 110783 |
SEC # | 801-27797 |
CIK # | 0000829108 |
AUM | $56.0 BB (2024-07-16) |
Employees | 121 (39% Investors, 28% Brokers) |
Phone | 215-609-3500 |
Address | 1735 Market Street Philadelphia, PA 19103 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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CIK | Period |
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0000829108 | |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
J P Morgan Chase & Co | 340.2 | 0.4 | |
Citigroup Inc | 91.7 | 0.3 | |
Chevron Corp | 294.6 | 0.2 | |
Johnson & Johnson | 465.6 | 0.2 | |
Bank of America Corp /DE/ | 278.3 | 0.2 | |
Conocophillips | 123.2 | 0.2 | |
General Motors Co | 49.6 | 0.2 | |
AT&T Inc | 147.5 | 0.2 | |
Metropcs Communications Inc | 166.8 | 0.2 | |
Comcast Corp | 175.3 | 0.2 | |
Wells Fargo & Co/MN | 152.3 | 0.2 | |
AbbVie Inc | 269.5 | 0.2 | |
Lockheed Martin Corp | 112.0 | 0.2 | |
Kroger Co | 34.7 | 0.2 | |
International Business Machines Corp | 127.6 | 0.1 | |
Aercap Holdings NV | 9.9 | 0.1 | |
Fedex Corp | 62.2 | 0.1 | |
CSX Corp | 63.4 | 0.1 | |
Caterpillar Inc | 100.0 | 0.1 | |
Deere & Co | 94.5 | 0.1 | |
Cisco Systems Inc | 178.3 | 0.1 | |
CVS Caremark Corp | 122.2 | 0.1 | |
Aflac Inc | 36.0 | 0.1 | |
Medtronic Holdings Ltd | 118.5 | 0.1 | |
Delta Air Lines Inc | 19.4 | 0.1 | |
Lowes Companies Inc | 111.7 | 0.1 | |
Amgen Inc | 130.1 | 0.1 | |
Marathon Petroleum Corp | 48.0 | 0.1 | |
Global Payments Inc | 31.9 | 0.1 | |
Verizon Communications Inc | 211.9 | 0.1 | Prev | Page 1 | Next |
AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 860 | 0.2 |
(b) Individuals (high net worth individuals) | 19 | 0.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 29 | 13.7 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 74 | 11.9 |
(g) Pension and profit sharing plans | 36 | 8.0 |
(h) Charitable organizations | 12 | 1.4 |
(i) State or municipal government entities | 46 | 3.3 |
(j) Other investment advisers | 19 | 3.0 |
(k) Insurance companies | 9 | 1.2 |
(l) Sovereign wealth funds and foreign official institutions | 11 | 11.5 |
(m) Corporations or other businesses not listed above | 7 | 1.6 |
(n) Other | 0 | 0.0 |
Total | 1,122 | 56.0 |
By Discretionary | ||
Discretionary | 1,103 | 53.1 |
Non-Discretionary | 19 | 3.0 |
Total | 1,122 | 56.0 |
By Non-United States Persons | ||
Non-United States Persons | 26.8 | |
United States Persons | 29.2 | |
Total | 1,122 | 56.0 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
Ronan Guilfoyle | 345 | ||
Roger Hanson | 255 | ||
Wade Kenny | 84 | ||
David Hoffman | 29 | ||
Mark Glassman | 6 | ||
Susan Wilchusky | 3 | ||
Alaina Daley | 2 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0000829108] | |
3 | [0000829108] | |
SC 13G | [0000829108] |
Form 3/4/5 Subject | 2011 - 2024 |
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Brandywine Global Investment Management, LLC | |
BrandywineGLOBAL-Global Income Opportunities Fund Inc |
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William Blair Investment Management LLC
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|
IL | 67.2 |
Eaton Vance Management
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MA | 63.0 |
City National Rochdale LLC
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NY | 60.1 |
Pzena Investment Management LLC
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NY | 58.9 |
Russell Investment Management LLC
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WA | 52.5 |
GW&K Investment Management LLC
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MA | 50.7 |
BlackRock Singapore Limited
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50.7 | |
Connor Clark & Lunn Investment Management Ltd
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46.2 | |
Harding Loevner LP
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NJ | 43.8 |
Aristotle Capital Management LLC
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CA | 43.7 |