BGH

Barings Global Short Duration High Yield Fund
BGH

Overview Fund Activity

56 hedge funds and large institutions have $82.5M invested in Barings Global Short Duration High Yield Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCMG
1
TSP Capital Management Group
New Jersey
$4.66M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$1.66M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.17M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.08M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.46M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$1.14M
2
SIA
2
Sit Investment Associates
Minnesota
$10.6M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$31.3K
4
Invesco
4
Invesco
Georgia
$5.58M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$463K 36,536 +7,042 +24%
UBS Group
27
UBS Group
Switzerland
$458K 36,090 -2,957 -8%
AA
28
AQR Arbitrage
Connecticut
$428K 33,736 +13,725 +69%
JFG
29
Jefferies Financial Group
New York
$412K 32,511 +32,511 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$314K 24,775 +542 +2%
Stifel Financial
31
Stifel Financial
Missouri
$285K 22,441 +5,410 +32%
CHAM
32
Clear Harbor Asset Management
Connecticut
$284K 22,415 -14,720 -40%
BIA
33
BHK Investment Advisors
Alabama
$269K 21,239 -2,946 -12%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$254K 20,012 -11,183 -36%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$250K 19,694 -2,272 -10%
MCM
36
McRae Capital Management
New Jersey
$242K 19,050 +388 +2%
CSC
37
Caldwell Sutter Capital
California
$235K 18,500 +18,500 New
MML Investors Services
38
MML Investors Services
Massachusetts
$197K 15,561 -168 -1%
ICMP
39
Integrated Capital Management (Pennsylvania)
Pennsylvania
$146K 11,397 -611 -5%
B
40
Barings
North Carolina
$143K 11,282 +271 +2%
CAN
41
Cetera Advisor Networks
California
$140K 11,054 +11,054 New
ASN
42
Advisory Services Network
Georgia
$140K 11,008 -988 -8%
MC
43
Matisse Capital
Oregon
$139K 10,988 – –
MOS
44
MGO One Seven
Ohio
$138K 10,921 -50 -0.5%
LPL Financial
45
LPL Financial
California
$131K 10,315 -1,856 -15%
TCA
46
Transcend Capital Advisors
New Jersey
$127K 10,000 -2,917 -23%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$98K 7,800 – –
EL
48
EMFO LLC
Florida
$93.2K 7,349 -1,501 -17%
SPIA
49
Steward Partners Investment Advisory
New York
$80.4K 6,344 -4,400 -41%
CWC
50
Carolinas Wealth Consulting
North Carolina
$54.4K 4,253 – –
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