BGH

Barings Global Short Duration High Yield Fund
BGH

Overview Fund Activity

48 hedge funds and large institutions have $83.1M invested in Barings Global Short Duration High Yield Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
48
Holders Change
-5
Holders Change %
-9.43%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
23
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$11.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.28M
3
Invesco
3
Invesco
Georgia
$5.66M
4
Cohen & Steers
4
Cohen & Steers
New York
$948K
5
Morgan Stanley
5
Morgan Stanley
New York
$8.48M

Top Sellers

1
TCMG
1
TSP Capital Management Group
New Jersey
$6.37M
2
RCM
2
Rivernorth Capital Management
Florida
$8.13M
3
PPA
3
Parametric Portfolio Associates
Washington
$0
4
Truist Financial
4
Truist Financial
North Carolina
$447K
5
6M
5
6 Meridian
Kansas
$347K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$11.6M 677,974 +32,100 +5%
Wells Fargo
2
Wells Fargo
California
$11.4M 666,473 +88,699 +15%
Morgan Stanley
3
Morgan Stanley
New York
$8.48M 496,673 +41,726 +9%
RCM
4
Rivernorth Capital Management
Florida
$8.13M 475,680 -50,585 -10%
TCMG
5
TSP Capital Management Group
New Jersey
– – -375,976 Closed
Invesco
6
Invesco
Georgia
$5.66M 331,532 +61,613 +23%
GC
7
Guggenheim Capital
Illinois
$4.98M 291,639 +22,185 +8%
SFS
8
Shaker Financial Services
Virginia
$2.84M 166,397 +38,960 +31%
RJA
9
Raymond James & Associates
Florida
$2.61M 152,625 +26,146 +21%
First Trust Advisors
10
First Trust Advisors
Illinois
$2.41M 141,011 +6,145 +5%
UBS Group
11
UBS Group
Switzerland
$1.84M 107,655 +21,512 +25%
Bank of America
12
Bank of America
North Carolina
$1.35M 79,200 +3,055 +4%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$1.34M 78,350 +28,619 +58%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$1.29M 75,700 +677 +0.9%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.28M 74,875 +74,875 New
CIA
16
Capital Investment Advisors
Georgia
$1.18M 68,770 +3,120 +5%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$1.02M 59,428 +19,113 +47%
Osaic Holdings
18
Osaic Holdings
Arizona
$948K 55,540 -16,198 -23%
Cohen & Steers
19
Cohen & Steers
New York
$948K 55,530 +55,530 New
JG
20
Jefferies Group
New York
$707K 41,402 +16,386 +66%
LPL Financial
21
LPL Financial
California
$657K 38,447 +22,416 +140%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$592K 34,645 -1,560 -4%
Truist Financial
23
Truist Financial
North Carolina
$447K 26,156 -26,557 -50%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$354K 20,738 -2,200 -10%
CHAM
25
Clear Harbor Asset Management
Connecticut
$349K 20,430 +2,675 +15%
1
2 3