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Barings Global Short Duration High Yield Fund

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.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

6% more funds holding

Funds holding: 4750 (+3)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

4% less capital invested

Capital invested by funds: $65.9M → $63.1M (-$2.86M)

1.29% less ownership

Funds ownership: 21.65%20.36% (-1.3%)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.66%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$405K -$200K -12,873 -33%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$390K +$715 +46 +0.2%
UBS Group
28
UBS Group
Switzerland
$332K +$41.3K +2,659 +14%
MCM
29
McRae Capital Management
New Jersey
$325K +$3.48K +224 +1%
Lido Advisors
30
Lido Advisors
California
$323K
BCA
31
Bay Colony Advisors
Massachusetts
$266K +$101K +6,470 +60%
CSC
32
Caldwell Sutter Capital
California
$253K
MML Investors Services
33
MML Investors Services
Massachusetts
$235K +$2.27K +146 +1%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$221K -$5.89K -379 -3%
WAM
35
Worth Asset Management
Texas
$215K +$217K +13,940 New
B
36
Barings
North Carolina
$215K +$4.55K +293 +2%
JWCA
37
J.W. Cole Advisors
Florida
$195K -$27.7K -1,786 -12%
Comerica Bank
38
Comerica Bank
Texas
$185K
TCA
39
Transcend Capital Advisors
New Jersey
$154K
CWC
40
Carolinas Wealth Consulting
North Carolina
$66.2K
EC
41
Elequin Capital
New York
$64.3K +$64.7K +4,162 New
SWA
42
SOA Wealth Advisors
New York
$38.3K +$528 +34 +1%
GEA
43
Glen Eagle Advisors
New Jersey
$26.2K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$16.4K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$15K
FFWM
46
Future Financial Wealth Management
Ohio
$12.4K
FIA
47
FNY Investment Advisers
New York
$12K
MCM
48
MAI Capital Management
Ohio
$8.79K +$8.84K +569 New
ADL
49
Asset Dedication LLC
California
$1.22K
CAM
50
Creekmur Asset Management
Illinois
$47 -$78 -5 -63%