BGH

Barings Global Short Duration High Yield Fund
BGH

Overview Fund Activity

56 hedge funds and large institutions have $82.5M invested in Barings Global Short Duration High Yield Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCMG
1
TSP Capital Management Group
New Jersey
$4.66M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$1.66M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.17M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.08M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.46M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$1.14M
2
SIA
2
Sit Investment Associates
Minnesota
$10.6M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$31.3K
4
Invesco
4
Invesco
Georgia
$5.58M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$10.6M 835,967 -69,224 -8%
Morgan Stanley
2
Morgan Stanley
New York
$8.17M 644,272 +89,063 +16%
RCM
3
Rivernorth Capital Management
Florida
$7.61M 599,771 – –
Wells Fargo
4
Wells Fargo
California
$6.01M 473,824 -1,291 -0.3%
Invesco
5
Invesco
Georgia
$5.58M 440,332 -57,329 -12%
TCMG
6
TSP Capital Management Group
New Jersey
$4.66M 367,382 +367,382 New
Cohen & Steers
7
Cohen & Steers
New York
$3.59M 283,285 – –
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$3.46M 272,645 +73,808 +37%
VCM
9
Vivaldi Capital Management
Illinois
$3.39M 257,614 +21,450 +9%
SCM
10
Saba Capital Management
New York
$3.21M 253,102 +60,415 +31%
GC
11
Guggenheim Capital
Illinois
$3.05M 240,911 +51,722 +27%
GA
12
GraniteShares Advisors
New York
$2.23M 175,915 +4,394 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.08M 164,300 +74,033 +82%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$1.66M 130,671 +130,671 New
RJA
15
Raymond James & Associates
Florida
$1.65M 130,223 -10,722 -8%
First Trust Advisors
16
First Trust Advisors
Illinois
$1.46M 115,069 -4,109 -3%
CIA
17
Capital Investment Advisors
Georgia
$1.39M 109,704 +11,430 +12%
SFS
18
Shaker Financial Services
Virginia
$1.14M 88,257 -78,420 -47%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$1.05M 82,928 -10,000 -11%
PAS
20
Park Avenue Securities
New York
$980K 77,257 -671 -0.9%
CP
21
Camelot Portfolios
Ohio
$848K 66,844 +2,691 +4%
Bank of America
22
Bank of America
North Carolina
$807K 63,622 -3,021 -5%
NA
23
NewEdge Advisors
Louisiana
$784K 62,645 +106 +0.2%
Osaic Holdings
24
Osaic Holdings
Arizona
$711K 56,043 +4,810 +9%
COLIM
25
City of London Investment Management
United Kingdom
$591K 46,579 – –
1
2 3