BGH

Barings Global Short Duration High Yield Fund
BGH

Overview Fund Activity

47 hedge funds and large institutions have $64M invested in Barings Global Short Duration High Yield Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$9.69M
2
Invesco
2
Invesco
Georgia
$7.2M
3
SFS
3
Shaker Financial Services
Virginia
$2.71M
4
LPL Financial
4
LPL Financial
California
$1.86M
5
NP
5
Nilsine Partners
Colorado
$933K

Top Sellers

1
TCMG
1
TSP Capital Management Group
New Jersey
$5.08M
2
Cohen & Steers
2
Cohen & Steers
New York
$4.12M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.15M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.37M
5
Bank of America
5
Bank of America
North Carolina
$969K
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$381K 24,767 -300 -1%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$366K 23,795 – –
MCM
28
McRae Capital Management
New Jersey
$332K 21,576 +272 +1%
Lido Advisors
29
Lido Advisors
California
$322K 20,732 – –
UBS Group
30
UBS Group
Switzerland
$259K 16,835 +634 +4%
CSC
31
Caldwell Sutter Capital
California
$253K 16,400 – –
MML Investors Services
32
MML Investors Services
Massachusetts
$246K 15,952 +39 +0.2%
B
33
Barings
North Carolina
$225K 14,583 +356 +3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$219K 14,211 -396 -3%
JWCA
35
J.W. Cole Advisors
Florida
$188K 12,203 -2,786 -19%
Comerica Bank
36
Comerica Bank
Texas
$185K 12,000 – –
JFG
37
Jefferies Financial Group
New York
$165K 10,725 +10,725 New
AF
38
Allworth Financial
California
$93.9K 6,100 +6,100 New
SWA
39
SOA Wealth Advisors
New York
$38.2K 2,483 – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$15K 945 – –
AAS
41
Ameritas Advisory Services
Nebraska
$14.5K 940 +940 New
FFWM
42
Future Financial Wealth Management
Ohio
$12.3K 800 – –
FIA
43
FNY Investment Advisers
New York
$12K 800 – –
MCM
44
MAI Capital Management
Ohio
$8.76K 569 – –
CWP
45
Concord Wealth Partners
Virginia
$7.65K 497 – –
TRCT
46
Tower Research Capital (TRC)
New York
$5.54K 360 +360 New
ADL
47
Asset Dedication LLC
California
$1.22K 79 – –
CAM
48
Creekmur Asset Management
Illinois
$39 3 – –
TCA
49
Transcend Capital Advisors
New Jersey
– – -10,000 Closed
EC
50
Elequin Capital
New York
– – -5,156 Closed
1
2
3