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Barings Global Short Duration High Yield Fund

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.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

4% more funds holding

Funds holding: 5153 (+2)

0.75% less ownership

Funds ownership: 26.32%25.57% (-0.75%)

2% less capital invested

Capital invested by funds: $75.5M → $74.1M (-$1.37M)

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
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$9.09M -$1.55M -108,850 -15%
RCM
2
Rivernorth Capital Management
Florida
$7.48M
Wells Fargo
3
Wells Fargo
California
$6.59M -$18.2K -1,278 -0.3%
TCMG
4
TSP Capital Management Group
New Jersey
$5.52M -$139K -9,782 -2%
GC
5
Guggenheim Capital
Illinois
$5.11M -$270K -19,000 -5%
Invesco
6
Invesco
Georgia
$4.73M +$527K +37,041 +13%
Morgan Stanley
7
Morgan Stanley
New York
$4.24M +$469K +32,955 +13%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$3.94M +$167K +11,753 +5%
Cohen & Steers
9
Cohen & Steers
New York
$3.67M
CIA
10
Capital Investment Advisors
Georgia
$2.83M -$53.3K -3,750 -2%
RJA
11
Raymond James & Associates
Florida
$2.34M +$128K +9,030 +6%
CP
12
Camelot Portfolios
Ohio
$1.27M +$307K +21,585 +32%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.26M +$14.8K +1,040 +1%
Bank of America
14
Bank of America
North Carolina
$1.24M +$137K +9,639 +13%
SFS
15
Shaker Financial Services
Virginia
$1.14M +$90.6K +6,369 +9%
VCM
16
Vivaldi Capital Management
Illinois
$1.13M -$169K -11,916 -13%
CPRC
17
Consolidated Portfolio Review Corp
New York
$1.02M -$6.27K -441 -0.6%
PAS
18
Park Avenue Securities
New York
$1.02M -$27.9K -1,960 -3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.01M +$41.6K +2,922 +4%
JFG
20
Jefferies Financial Group
New York
$955K +$86K +6,050 +10%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$773K +$49.3K +3,468 +7%
SAM
22
Secure Asset Management
Michigan
$740K +$728K +51,203 New
NA
23
NewEdge Advisors
Louisiana
$726K +$56.7K +3,984 +9%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$576K +$567K +39,860 New
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$565K