BGH

Barings Global Short Duration High Yield Fund
BGH

Overview Fund Activity

49 hedge funds and large institutions have $73.2M invested in Barings Global Short Duration High Yield Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
49
Holders Change
-7
Holders Change %
-12.5%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
RFG Advisory
Alabama
$1.37M
2
CIA
2
Capital Investment Advisors
Georgia
$1.99M
3
GC
3
Guggenheim Capital
Illinois
$4.01M
4
TCMG
4
TSP Capital Management Group
New Jersey
$5.17M
5
CAN
5
Cetera Advisor Networks
California
$166K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$0
3
SCM
3
Saba Capital Management
New York
$0
4
Invesco
4
Invesco
Georgia
$4.61M
5
SIA
5
Sit Investment Associates
Minnesota
$9.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$333K +$10.1K +776 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$319K +$35K +2,683 +12%
CHAM
28
Clear Harbor Asset Management
Connecticut
$295K – – –
Baird Financial Group
29
Baird Financial Group
Wisconsin
$283K – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$276K -$2.93K -225 -1%
UBS Group
31
UBS Group
Switzerland
$262K -$32.2K -2,468 -11%
MCM
32
McRae Capital Management
New Jersey
$254K +$2.86K +219 +1%
CSC
33
Caldwell Sutter Capital
California
$241K – – –
MML Investors Services
34
MML Investors Services
Massachusetts
$204K +$22.9K +1,762 +13%
IA
35
IFG Advisory
Georgia
$192K – – –
CAN
36
Cetera Advisor Networks
California
$166K +$166K +12,699 New
ICMP
37
Integrated Capital Management (Pennsylvania)
Pennsylvania
$159K +$159K +12,173 New
B
38
Barings
North Carolina
$154K +$3.69K +283 +2%
ASN
39
Advisory Services Network
Georgia
$143K -$5.73K -439 -4%
MOS
40
MGO One Seven
Ohio
$143K +$78 +6 +0.1%
TCA
41
Transcend Capital Advisors
New Jersey
$130K – – –
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$102K +$102K +7,800 New
EL
43
EMFO LLC
Florida
$95.8K – – –
SPIA
44
Steward Partners Investment Advisory
New York
$82.7K – – –
CWC
45
Carolinas Wealth Consulting
North Carolina
$55.9K – – –
SWA
46
SOA Wealth Advisors
New York
$29.2K – – –
GEA
47
Glen Eagle Advisors
New Jersey
$22.2K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$13.9K -$17.4K -1,334 -56%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$13K +$13K +971 New
FIA
50
FNY Investment Advisers
New York
$10K – – –
1
2
3