BGH

Barings Global Short Duration High Yield Fund
BGH

Overview Fund Activity

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.

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.67%
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
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$3.6M
2
Cohen & Steers
2
Cohen & Steers
New York
$5.55M
3
LPL Financial
3
LPL Financial
California
$703K
4
AAM
4
Advisors Asset Management
Colorado
$595K
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$418K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$6.14M
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.21M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$708K
5
SFS
5
Shaker Financial Services
Virginia
$790K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$7.94M 514,074 +11,733 +2%
SIA
2
Sit Investment Associates
Minnesota
$6.14M 397,582 -200,753 -34%
TCMG
3
TSP Capital Management Group
New Jersey
$5.83M 377,741 -2,458 -0.6%
Invesco
4
Invesco
Georgia
$5.68M 368,033 -10,377 -3%
Cohen & Steers
5
Cohen & Steers
New York
$5.55M 359,171 +90,000 +33%
GC
6
Guggenheim Capital
Illinois
$4.57M 296,011 +22,344 +8%
Morgan Stanley
7
Morgan Stanley
New York
$4.38M 283,354 -15,636 -5%
Raymond James Financial
8
Raymond James Financial
Florida
$3.6M 233,190 +233,190 New
CIA
9
Capital Investment Advisors
Georgia
$2.86M 185,499 -11,688 -6%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$2.21M 143,165 -78,572 -35%
Bank of America
11
Bank of America
North Carolina
$1.14M 73,687 +4,479 +6%
CPRC
12
Consolidated Portfolio Review Corp
New York
$1.13M 72,904 +816 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$855K 55,354 +6,837 +14%
CP
14
Camelot Portfolios
Ohio
$802K 51,973 -11,749 -18%
SFS
15
Shaker Financial Services
Virginia
$790K 50,799 -20,141 -28%
NA
16
NewEdge Advisors
Louisiana
$720K 46,663 -1,500 -3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$708K 45,823 -32,512 -42%
LPL Financial
18
LPL Financial
California
$703K 45,529 +45,529 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$640K 41,461 +13,283 +47%
AAM
20
Advisors Asset Management
Colorado
$595K 38,550 +38,550 New
First Trust Advisors
21
First Trust Advisors
Illinois
$495K 32,036 +525 +2%
SAM
22
Secure Asset Management
Michigan
$468K 30,342 -16,558 -35%
Osaic Holdings
23
Osaic Holdings
Arizona
$447K 28,954 -1,798 -6%
JFG
24
Jefferies Financial Group
New York
$434K 28,141 +1,866 +7%
Corient Private Wealth
25
Corient Private Wealth
Florida
$418K 27,085 +27,085 New
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