BGH

Barings Global Short Duration High Yield Fund
BGH

Overview Fund Activity

51 hedge funds and large institutions have $75.5M invested in Barings Global Short Duration High Yield Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
51
Holders Change
-4
Holders Change %
-7.27%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFG Investments
New York
$1.01M
2
CA
2
Cetera Advisors
Colorado
$656K
3
RA
3
RFG Advisory
Alabama
$1.77M
4
GC
4
Guggenheim Capital
Illinois
$5.33M
5
Lido Advisors
5
Lido Advisors
California
$298K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.73M
2
SIA
2
Sit Investment Associates
Minnesota
$10.6M
3
AA
3
AQR Arbitrage
Connecticut
$348K
4
CP
4
Camelot Portfolios
Ohio
$951K
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.73M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$10.6M 738,130 -140,112 -16%
RCM
2
Rivernorth Capital Management
Florida
$7.4M 517,607 -19,754 -4%
Wells Fargo
3
Wells Fargo
California
$6.54M 457,128 -5,698 -1%
TCMG
4
TSP Capital Management Group
New Jersey
$5.6M 391,653 +667 +0.2%
GC
5
Guggenheim Capital
Illinois
$5.33M 372,906 +25,716 +7%
Invesco
6
Invesco
Georgia
$4.15M 290,182 -11,204 -4%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$3.73M 261,101 -25,389 -9%
Morgan Stanley
8
Morgan Stanley
New York
$3.73M 260,558 -900,226 -78%
Cohen & Steers
9
Cohen & Steers
New York
$3.64M 254,171 – –
CIA
10
Capital Investment Advisors
Georgia
$2.86M 199,917 +8,000 +4%
RJA
11
Raymond James & Associates
Florida
$2.19M 152,864 +8,032 +6%
RA
12
RFG Advisory
Alabama
$1.77M 123,438 +37,670 +44%
VCM
13
Vivaldi Capital Management
Illinois
$1.29M 90,140 -12,523 -12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.23M 86,344 -406 -0.5%
Bank of America
15
Bank of America
North Carolina
$1.09M 76,469 +2,056 +3%
SFS
16
Shaker Financial Services
Virginia
$1.04M 72,075 -22,079 -23%
PAS
17
Park Avenue Securities
New York
$1.03M 72,271 -1,401 -2%
CPRC
18
Consolidated Portfolio Review Corp
New York
$1.02M 71,196 +13,416 +23%
PI
19
PFG Investments
New York
$1.01M 70,912 +70,912 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$960K 67,164 +16,120 +32%
CP
21
Camelot Portfolios
Ohio
$951K 66,530 -27,410 -29%
JFG
22
Jefferies Financial Group
New York
$859K 60,056 +4,335 +8%
Osaic Holdings
23
Osaic Holdings
Arizona
$780K 54,570 -3,179 -6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$715K 49,996 +18,345 +58%
NA
25
NewEdge Advisors
Louisiana
$662K 46,279 -6,576 -12%
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