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BGH

Barings Global Short Duration High Yield Fund
BGH

28 hedge funds and large institutions have $56.7M invested in Barings Global Short Duration High Yield Fund in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

13% more capital invested

Capital invested by funds: $50.2M → $56.7M (+$6.44M)

1.3% more ownership

Funds ownership: 11.71% → 13.01% (+1.3%)

13% less funds holding

Funds holding: 32 → 28 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
28
Holders Change
-4
Holders Change %
-12.5%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
6
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Laurion Capital Management
New York
+$3.42M
2
Bank of America
Bank of America
North Carolina
+$3.08M
3
SIA
Sit Investment Associates
Minnesota
+$1.84M
4
Wells Fargo
Wells Fargo
California
+$1.57M
5
Morgan Stanley
Morgan Stanley
New York
+$628K

Top Sellers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$4.28M
2
RCM
Rivernorth Capital Management
Florida
-$912K
3
UBS Group
UBS Group
Switzerland
-$349K
4
VKH
Virtu KCG Holdings
New York
-$344K
5
DA
Doliver Advisors
Texas
-$291K
Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
26
Winslow Evans & Crocker
Massachusetts
$7.79K +$1.4K +76 +23%
PCM
27
Penserra Capital Management
California
$6K +$646 +35 +12%
GWM
28
Geneos Wealth Management
Colorado
$4K – – –
AIM
29
Acrospire Investment Management
Illinois
$4K +$1.85K +100 +100%
Kovitz Investment Group Partners
30
Kovitz Investment Group Partners
Illinois
– -$4.28M -229,962 Closed
VKH
31
Virtu KCG Holdings
New York
– -$344K -18,442 Closed
LPL Financial
32
LPL Financial
California
– -$254K -13,738 Closed
CIA
33
Capital Investment Advisors
Georgia
– -$212K -11,400 Closed
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
– -$201K -10,800 Closed
OC
35
Oppenheimer & Co
New York
– -$196K -10,519 Closed
IWMPD
36
Integrated Wealth Management (Palm Desert)
California
– -$75K -4,000 Closed
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
– -$11K -600 Closed
HW
38
Hedeker Wealth
Illinois
– -$1.34K -24 Closed
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