BGH

Barings Global Short Duration High Yield Fund
BGH

Overview Fund Activity

58 hedge funds and large institutions have $70.5M invested in Barings Global Short Duration High Yield Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+9
Holders Change %
+18.37%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.13M
2
SFS
2
Shaker Financial Services
Virginia
$457K
3
CIA
3
Capital Investment Advisors
Georgia
$2.23M
4
Wells Fargo
4
Wells Fargo
California
$6.53M
5
SIA
5
Sit Investment Associates
Minnesota
$9.15M

Top Sellers

1
VCM
1
Vivaldi Capital Management
Illinois
$2.03M
2
RA
2
RFG Advisory
Alabama
$659K
3
Invesco
3
Invesco
Georgia
$3.96M
4
RJA
4
Raymond James & Associates
Florida
$1.57M
5
RCM
5
Rivernorth Capital Management
Florida
$6.85M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$9.15M 720,674 +20,000 +3%
Morgan Stanley
2
Morgan Stanley
New York
$7.53M 592,569 -5,687 -1%
RCM
3
Rivernorth Capital Management
Florida
$6.85M 539,242 -25,347 -4%
Wells Fargo
4
Wells Fargo
California
$6.53M 514,208 +21,985 +4%
TCMG
5
TSP Capital Management Group
New Jersey
$5.15M 405,442 +9,226 +2%
GC
6
Guggenheim Capital
Illinois
$4.16M 327,169 +19,999 +7%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$4.02M 316,626 -1,382 -0.4%
Invesco
8
Invesco
Georgia
$3.96M 311,501 -42,405 -12%
Cohen & Steers
9
Cohen & Steers
New York
$3.23M 254,171 -7,370 -3%
CIA
10
Capital Investment Advisors
Georgia
$2.23M 175,673 +23,429 +15%
VCM
11
Vivaldi Capital Management
Illinois
$2.03M 159,874 -101,524 -39%
RJA
12
Raymond James & Associates
Florida
$1.57M 123,252 -33,737 -21%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.13M 89,234 +36,858 +70%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.05M 82,925 +321 +0.4%
PAS
15
Park Avenue Securities
New York
$902K 70,996 +943 +1%
Lazard Asset Management
16
Lazard Asset Management
New York
– – – –
CP
17
Camelot Portfolios
Ohio
$839K 66,062 -16,366 -20%
Bank of America
18
Bank of America
North Carolina
$765K 60,215 +3,307 +6%
RA
19
RFG Advisory
Alabama
$659K 51,923 -52,983 -51%
NA
20
NewEdge Advisors
Louisiana
$596K 46,938 -13,625 -22%
JFG
21
Jefferies Financial Group
New York
$563K 44,316 +11,675 +36%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$561K 44,191 +131 +0.3%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$545K 42,891 -9,150 -18%
SFS
24
Shaker Financial Services
Virginia
$457K 35,689 +35,689 New
First Trust Advisors
25
First Trust Advisors
Illinois
$423K 33,345 -2,465 -7%
1
2 3