BGH

Barings Global Short Duration High Yield Fund
BGH

Overview Fund Activity

47 hedge funds and large institutions have $65.9M invested in Barings Global Short Duration High Yield Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
47
Holders Change
-6
Holders Change %
-11.32%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$5.74M
2
Wells Fargo
2
Wells Fargo
California
$7.63M
3
Cohen & Steers
3
Cohen & Steers
New York
$4.09M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$428K
5
BCA
5
Bay Colony Advisors
Massachusetts
$163K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$2.54M
2
GC
2
Guggenheim Capital
Illinois
$4.15M
3
VCM
3
Vivaldi Capital Management
Illinois
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$223K
5
PAS
5
Park Avenue Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
26
McRae Capital Management
New Jersey
$316K 20,832 +349 +2%
Lido Advisors
27
Lido Advisors
California
$315K 20,732 – –
UBS Group
28
UBS Group
Switzerland
$286K 18,823 +2,587 +16%
CSC
29
Caldwell Sutter Capital
California
$249K 16,400 – –
MML Investors Services
30
MML Investors Services
Massachusetts
$229K 15,072 -2,999 -17%
IA
31
IFG Advisory
Georgia
$224K 14,740 – –
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$223K 14,721 -72,663 -83%
JWCA
33
J.W. Cole Advisors
Florida
$218K 14,384 +1,031 +8%
B
34
Barings
North Carolina
$207K 13,609 +458 +3%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$203K 13,371 – –
Comerica Bank
36
Comerica Bank
Texas
$182K 12,000 – –
BCA
37
Bay Colony Advisors
Massachusetts
$163K 10,747 +10,747 New
TCA
38
Transcend Capital Advisors
New Jersey
$152K 10,000 – –
CWC
39
Carolinas Wealth Consulting
North Carolina
$65K 4,253 – –
SWA
40
SOA Wealth Advisors
New York
$37.2K 2,449 +51 +2%
GEA
41
Glen Eagle Advisors
New Jersey
$25.8K 1,700 – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$16.2K 1,064 – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$15K 971 – –
FFWM
44
Future Financial Wealth Management
Ohio
$12.1K 800 +800 New
FIA
45
FNY Investment Advisers
New York
$12K 800 +800 New
ADL
46
Asset Dedication LLC
California
$1.2K 79 -357 -82%
CAM
47
Creekmur Asset Management
Illinois
$124 8 – –
VCM
48
Vivaldi Capital Management
Illinois
– – -78,224 Closed
PAS
49
Park Avenue Securities
New York
– – -70,311 Closed
Pathstone Holdings
50
Pathstone Holdings
New Jersey
– – -39,860 Closed
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2
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