BGH

Barings Global Short Duration High Yield Fund
BGH

Overview Fund Activity

58 hedge funds and large institutions have $70.5M invested in Barings Global Short Duration High Yield Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+9
Holders Change %
+18.37%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.13M
2
SFS
2
Shaker Financial Services
Virginia
$457K
3
CIA
3
Capital Investment Advisors
Georgia
$2.23M
4
Wells Fargo
4
Wells Fargo
California
$6.53M
5
SIA
5
Sit Investment Associates
Minnesota
$9.15M

Top Sellers

1
VCM
1
Vivaldi Capital Management
Illinois
$2.03M
2
RA
2
RFG Advisory
Alabama
$659K
3
Invesco
3
Invesco
Georgia
$3.96M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$888K
5
RJA
5
Raymond James & Associates
Florida
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$418K +$107K +8,417 +34%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$338K +$62.6K +4,927 +23%
UBS Group
28
UBS Group
Switzerland
$313K +$57.4K +4,521 +22%
AA
29
AQR Arbitrage
Connecticut
$279K -$114K -9,012 -29%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$269K – – –
MCM
31
McRae Capital Management
New Jersey
$252K +$4.2K +331 +2%
CSC
32
Caldwell Sutter Capital
California
$235K – – –
MML Investors Services
33
MML Investors Services
Massachusetts
$210K +$11.4K +900 +6%
IA
34
IFG Advisory
Georgia
$187K – – –
CAN
35
Cetera Advisor Networks
California
$163K +$1.44K +113 +0.9%
Comerica Bank
36
Comerica Bank
Texas
$160K +$160K +12,598 New
B
37
Barings
North Carolina
$156K +$5.51K +434 +4%
ICMP
38
Integrated Capital Management (Pennsylvania)
Pennsylvania
$153K -$1.44K -113 -0.9%
WAM
39
Wolverine Asset Management
Illinois
$153K +$153K +12,059 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$143K +$143K +11,253 New
ASN
41
Advisory Services Network
Georgia
$142K +$2.69K +212 +2%
MOS
42
MGO One Seven
Ohio
$139K +$64 +5 +0%
Stifel Financial
43
Stifel Financial
Missouri
$133K -$191K -15,046 -59%
QL
44
Quarry LP
New York
$130K +$130K +10,261 New
CCP
45
Clough Capital Partners
Massachusetts
$130K +$130K +10,261 New
IP
46
Ignite Planners
California
$129K +$129K +10,311 New
TCA
47
Transcend Capital Advisors
New Jersey
$127K – – –
EL
48
EMFO LLC
Florida
$93.3K – – –
CWC
49
Carolinas Wealth Consulting
North Carolina
$51.9K – – –
EC
50
Elequin Capital
New York
$51.4K +$51.4K +4,050 New
1
2
3