BARINGS LLC

Q4 2022 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
12/31/2022
Date filed
2/13/2023
Form type
13F-HR
Num holdings
188
Total value ($000)
$2,820,321
Net value change ($000)
+309,520 (12.3%)
New positions
20
Sold out positions
17
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q3 2022
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PDD 39,288 NEW
HTHT 36,697 NEW
VIG 27,342 44.6%
FDL 26,641 NEW
SHV 25,159 142.1%
HDV 23,545 41.2%
VWO 19,964 NEW
IWO 17,552 6.3%
SU 16,518 70.9%
QQQ 13,863 5.0%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -17,707 -30.4%
CTVA -12,105 -59.2%
VGT -11,233 -100.0%
IVW -8,633 -100.0%
AEROJET ROCKETDYNE HOLDINGS, INC. -8,052 -100.0%
EZU -8,023 -83.1%
FMX -7,107 -100.0%
IYE -5,605 -100.0%
IGV -5,509 -69.8%
iSHARES TRUST -3,500 -87.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type