BGH

Barings Global Short Duration High Yield Fund
BGH

Overview Fund Activity

53 hedge funds and large institutions have $74.1M invested in Barings Global Short Duration High Yield Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Secure Asset Management
Michigan
$740K
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$576K
3
Invesco
3
Invesco
Georgia
$4.73M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.24M
5
CP
5
Camelot Portfolios
Ohio
$1.27M

Top Sellers

1
RA
1
RFG Advisory
Alabama
$0
2
SIA
2
Sit Investment Associates
Minnesota
$9.09M
3
PI
3
PFG Investments
New York
$0
4
AA
4
AQR Arbitrage
Connecticut
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$443K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$9.09M 629,280 -108,850 -15%
RCM
2
Rivernorth Capital Management
Florida
$7.48M 517,607 – –
Wells Fargo
3
Wells Fargo
California
$6.59M 455,850 -1,278 -0.3%
TCMG
4
TSP Capital Management Group
New Jersey
$5.52M 381,871 -9,782 -2%
GC
5
Guggenheim Capital
Illinois
$5.11M 353,906 -19,000 -5%
Invesco
6
Invesco
Georgia
$4.73M 327,223 +37,041 +13%
Morgan Stanley
7
Morgan Stanley
New York
$4.24M 293,513 +32,955 +13%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$3.94M 272,854 +11,753 +5%
Cohen & Steers
9
Cohen & Steers
New York
$3.67M 254,171 – –
CIA
10
Capital Investment Advisors
Georgia
$2.83M 196,167 -3,750 -2%
RJA
11
Raymond James & Associates
Florida
$2.34M 161,894 +9,030 +6%
CP
12
Camelot Portfolios
Ohio
$1.27M 88,115 +21,585 +32%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.26M 87,384 +1,040 +1%
Bank of America
14
Bank of America
North Carolina
$1.24M 86,108 +9,639 +13%
SFS
15
Shaker Financial Services
Virginia
$1.14M 78,444 +6,369 +9%
VCM
16
Vivaldi Capital Management
Illinois
$1.13M 78,224 -11,916 -13%
CPRC
17
Consolidated Portfolio Review Corp
New York
$1.02M 70,755 -441 -0.6%
PAS
18
Park Avenue Securities
New York
$1.02M 70,311 -1,960 -3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.01M 70,086 +2,922 +4%
JFG
20
Jefferies Financial Group
New York
$955K 66,106 +6,050 +10%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$773K 53,464 +3,468 +7%
SAM
22
Secure Asset Management
Michigan
$740K 51,203 +51,203 New
NA
23
NewEdge Advisors
Louisiana
$726K 50,263 +3,984 +9%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$576K 39,860 +39,860 New
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$565K 39,091 – –
1
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