BGH

Barings Global Short Duration High Yield Fund
BGH

Overview Fund Activity

31 hedge funds and large institutions have $64.5M invested in Barings Global Short Duration High Yield Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$4.49M
2
Wells Fargo
2
Wells Fargo
California
$7.09M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$1.12M
4
YMRC
4
Yorktown Management & Research Company
Virginia
$989K
5
Invesco
5
Invesco
Georgia
$5.5M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Bessemer Group
2
Bessemer Group
New Jersey
$8.75M
3
LCM
3
Laurion Capital Management
New York
$8.24M
4
DA
4
Doliver Advisors
Texas
$0
5
SIA
5
Sit Investment Associates
Minnesota
$1.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Bessemer Group
1
Bessemer Group
New Jersey
$8.75M 442,428 -31,694 -7%
LCM
2
Laurion Capital Management
New York
$8.24M 416,521 -23,771 -5%
GC
3
Guggenheim Capital
Illinois
$7.25M 366,447 +40,124 +12%
Wells Fargo
4
Wells Fargo
California
$7.09M 358,496 +75,352 +27%
TCMG
5
TSP Capital Management Group
New Jersey
– – – –
Invesco
6
Invesco
Georgia
$5.5M 278,191 +49,710 +22%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$4.49M 226,847 +226,847 New
Bank of America
8
Bank of America
North Carolina
$3.87M 195,711 +28,942 +17%
Morgan Stanley
9
Morgan Stanley
New York
$3.27M 165,077 +9,615 +6%
SIA
10
Sit Investment Associates
Minnesota
$1.94M 98,105 -1,710 -2%
UBS Group
11
UBS Group
Switzerland
$1.71M 86,328 +3,598 +4%
First Trust Advisors
12
First Trust Advisors
Illinois
$1.12M 56,485 +56,485 New
YMRC
13
Yorktown Management & Research Company
Virginia
$989K 50,000 +50,000 New
RJA
14
Raymond James & Associates
Florida
$728K 36,825 +175 +0.5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$458K 23,172 -1,070 -4%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$369K 18,650 +18,650 New
MCM
17
McRae Capital Management
New Jersey
$291K 14,736 +14,736 New
AG
18
Advisor Group
Arizona
$263K 13,266 +625 +5%
VC
19
Vicus Capital
Pennsylvania
$263K 13,312 +1,116 +9%
M&T Bank
20
M&T Bank
New York
$237K 12,000 – –
FFEC
21
First Financial Equity Corporation
Arizona
$215K 10,951 +10,951 New
RCM
22
Robinson Capital Management
Michigan
$207K 10,476 – –
Citigroup
23
Citigroup
New York
$124K 6,282 -1,078 -15%
IA
24
IFP Advisors
Florida
$107K 5,388 -120 -2%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$64K 3,233 -1,324 -29%
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