We are live on ! Find out more
BGH

Barings Global Short Duration High Yield Fund

50 hedge funds and large institutions have $63.1M invested in Barings Global Short Duration High Yield Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

6% more funds holding

Funds holding: 4750 (+3)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

4% less capital invested

Capital invested by funds: $65.9M → $63.1M (-$2.86M)

1.29% less ownership

Funds ownership: 21.65%20.36% (-1.3%)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$7.94M +$182K +11,733 +2%
SIA
2
Sit Investment Associates
Minnesota
$6.14M -$3.12M -200,753 -34%
TCMG
3
TSP Capital Management Group
New Jersey
$5.83M -$38.2K -2,458 -0.6%
Invesco
4
Invesco
Georgia
$5.68M -$161K -10,377 -3%
Cohen & Steers
5
Cohen & Steers
New York
$5.55M +$1.4M +90,000 +33%
GC
6
Guggenheim Capital
Illinois
$4.57M +$347K +22,344 +8%
Morgan Stanley
7
Morgan Stanley
New York
$4.38M -$243K -15,636 -5%
Raymond James Financial
8
Raymond James Financial
Florida
$3.6M +$3.62M +233,190 New
CIA
9
Capital Investment Advisors
Georgia
$2.86M -$182K -11,688 -6%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$2.21M -$1.22M -78,572 -35%
Bank of America
11
Bank of America
North Carolina
$1.14M +$69.6K +4,479 +6%
CPRC
12
Consolidated Portfolio Review Corp
New York
$1.13M +$12.7K +816 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$855K +$106K +6,837 +14%
CP
14
Camelot Portfolios
Ohio
$802K -$183K -11,749 -18%
SFS
15
Shaker Financial Services
Virginia
$790K -$313K -20,141 -28%
NA
16
NewEdge Advisors
Louisiana
$720K -$23.3K -1,500 -3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$708K -$505K -32,512 -42%
LPL Financial
18
LPL Financial
California
$703K +$707K +45,529 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$640K +$206K +13,283 +47%
AAM
20
Advisors Asset Management
Colorado
$595K +$599K +38,550 New
First Trust Advisors
21
First Trust Advisors
Illinois
$495K +$8.15K +525 +2%
SAM
22
Secure Asset Management
Michigan
$468K -$257K -16,558 -35%
Osaic Holdings
23
Osaic Holdings
Arizona
$447K -$27.9K -1,798 -6%
JFG
24
Jefferies Financial Group
New York
$434K +$29K +1,866 +7%
Corient Private Wealth
25
Corient Private Wealth
Florida
$418K +$421K +27,085 New