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Barings Global Short Duration High Yield Fund

53 hedge funds and large institutions have $97.3M invested in Barings Global Short Duration High Yield Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $85.3M → $97.3M (+$12M)

6% more funds holding

Funds holding: 5053 (+3)

3.03% more ownership

Funds ownership: 22.97%26.01% (+3%)

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$15.4M +$2.57M +151,003 +21%
Wells Fargo
2
Wells Fargo
California
$9.71M -$1.52M -89,100 -14%
RCM
3
Rivernorth Capital Management
Florida
$7.92M +$4.39M +258,227 +130%
Morgan Stanley
4
Morgan Stanley
New York
$7.86M -$1.39M -81,953 -15%
Invesco
5
Invesco
Georgia
$7.67M +$973K +57,189 +15%
TCMG
6
TSP Capital Management Group
New Jersey
$6.58M
GC
7
Guggenheim Capital
Illinois
$4.75M +$108K +6,352 +2%
Cohen & Steers
8
Cohen & Steers
New York
$4.62M +$236K +13,873 +5%
SFS
9
Shaker Financial Services
Virginia
$4.04M +$891K +52,408 +29%
RJA
10
Raymond James & Associates
Florida
$2.92M +$6.24K +367 +0.2%
UBS Group
11
UBS Group
Switzerland
$2.75M +$215K +12,668 +9%
GA
12
GraniteShares Advisors
New York
$2.66M +$2.61M +153,614 New
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$2.63M +$635K +37,361 +33%
First Trust Advisors
14
First Trust Advisors
Illinois
$2.53M +$3.33K +196 +0.1%
Bank of America
15
Bank of America
North Carolina
$1.43M +$23.2K +1,365 +2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.39M +$26K +1,529 +2%
CIA
17
Capital Investment Advisors
Georgia
$1.17M -$30K -1,764 -3%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$1.14M +$20.4K +1,201 +2%
NA
19
NewEdge Advisors
Louisiana
$1.13M +$1.11M +65,139 New
Osaic Holdings
20
Osaic Holdings
Arizona
$1.01M +$13.6K +800 +1%
JG
21
Jefferies Group
New York
$694K -$112K -6,611 -14%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$611K +$12.5K +736 +2%
FWM
23
Foresight Wealth Management
Utah
$477K +$468K +27,499 New
BIA
24
BHK Investment Advisors
Alabama
$434K +$108K +6,338 +34%
CHAM
25
Clear Harbor Asset Management
Connecticut
$373K -$425 -25 -0.1%