BGH

Barings Global Short Duration High Yield Fund
BGH

Overview Fund Activity

50 hedge funds and large institutions have $63.1M invested in Barings Global Short Duration High Yield Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$3.6M
2
Cohen & Steers
2
Cohen & Steers
New York
$5.55M
3
LPL Financial
3
LPL Financial
California
$703K
4
AAM
4
Advisors Asset Management
Colorado
$595K
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$418K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$6.14M
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.21M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$708K
5
SFS
5
Shaker Financial Services
Virginia
$790K
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$405K 26,218 -12,873 -33%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$390K 25,233 +46 +0.2%
UBS Group
28
UBS Group
Switzerland
$332K 21,482 +2,659 +14%
MCM
29
McRae Capital Management
New Jersey
$325K 21,056 +224 +1%
Lido Advisors
30
Lido Advisors
California
$323K 20,732 – –
BCA
31
Bay Colony Advisors
Massachusetts
$266K 17,217 +6,470 +60%
CSC
32
Caldwell Sutter Capital
California
$253K 16,400 – –
MML Investors Services
33
MML Investors Services
Massachusetts
$235K 15,218 +146 +1%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$221K 14,342 -379 -3%
WAM
35
Worth Asset Management
Texas
$215K 13,940 +13,940 New
B
36
Barings
North Carolina
$215K 13,902 +293 +2%
JWCA
37
J.W. Cole Advisors
Florida
$195K 12,598 -1,786 -12%
Comerica Bank
38
Comerica Bank
Texas
$185K 12,000 – –
TCA
39
Transcend Capital Advisors
New Jersey
$154K 10,000 – –
CWC
40
Carolinas Wealth Consulting
North Carolina
$66.2K 4,253 – –
EC
41
Elequin Capital
New York
$64.3K 4,162 +4,162 New
SWA
42
SOA Wealth Advisors
New York
$38.3K 2,483 +34 +1%
GEA
43
Glen Eagle Advisors
New Jersey
$26.2K 1,700 – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$16.4K 1,064 – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$15K 971 – –
FFWM
46
Future Financial Wealth Management
Ohio
$12.4K 800 – –
FIA
47
FNY Investment Advisers
New York
$12K 800 – –
MCM
48
MAI Capital Management
Ohio
$8.79K 569 +569 New
ADL
49
Asset Dedication LLC
California
$1.22K 79 – –
CAM
50
Creekmur Asset Management
Illinois
$47 3 -5 -63%
1
2
3