BGH

Barings Global Short Duration High Yield Fund
BGH

Overview Fund Activity

49 hedge funds and large institutions have $73.2M invested in Barings Global Short Duration High Yield Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
49
Holders Change
-7
Holders Change %
-12.5%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
1
RFG Advisory
Alabama
$1.37M
2
CIA
2
Capital Investment Advisors
Georgia
$1.99M
3
GC
3
Guggenheim Capital
Illinois
$4.01M
4
TCMG
4
TSP Capital Management Group
New Jersey
$5.17M
5
CAN
5
Cetera Advisor Networks
California
$166K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$0
3
SCM
3
Saba Capital Management
New York
$0
4
Invesco
4
Invesco
Georgia
$4.61M
5
SIA
5
Sit Investment Associates
Minnesota
$9.14M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$9.14M 700,674 -56,000 -7%
Morgan Stanley
2
Morgan Stanley
New York
$7.8M 598,256 -45,484 -7%
RCM
3
Rivernorth Capital Management
Florida
$7.36M 564,589 -20,674 -4%
Wells Fargo
4
Wells Fargo
California
$6.42M 492,223 -3,899 -0.8%
TCMG
5
TSP Capital Management Group
New Jersey
$5.17M 396,216 +19,968 +5%
Invesco
6
Invesco
Georgia
$4.61M 353,906 -58,381 -14%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$4.15M 318,008 -2,410 -0.8%
GC
8
Guggenheim Capital
Illinois
$4.01M 307,170 +25,278 +9%
Cohen & Steers
9
Cohen & Steers
New York
$3.41M 261,541 -10,000 -4%
VCM
10
Vivaldi Capital Management
Illinois
$3.41M 261,398 -2,328 -0.9%
RJA
11
Raymond James & Associates
Florida
$2.05M 156,989 -5,502 -3%
CIA
12
Capital Investment Advisors
Georgia
$1.99M 152,244 +31,890 +26%
RA
13
RFG Advisory
Alabama
$1.37M 104,906 +104,906 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.08M 82,604 -29,102 -26%
CP
15
Camelot Portfolios
Ohio
$1.07M 82,428 +10,015 +14%
PAS
16
Park Avenue Securities
New York
$913K 70,053 -2,791 -4%
NA
17
NewEdge Advisors
Louisiana
$790K 60,563 +1,109 +2%
Bank of America
18
Bank of America
North Carolina
$742K 56,908 -4,584 -7%
Osaic Holdings
19
Osaic Holdings
Arizona
$683K 52,376 -740 -1%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$679K 52,041 -9,400 -15%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$575K 44,060 -1,974 -4%
Lazard Asset Management
22
Lazard Asset Management
New York
– – – –
First Trust Advisors
23
First Trust Advisors
Illinois
$467K 35,810 -22,077 -38%
JFG
24
Jefferies Financial Group
New York
$426K 32,641 +130 +0.4%
AA
25
AQR Arbitrage
Connecticut
$403K 30,942 +6,980 +29%
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