Barings Global Short Duration High Yield Fund
BGH
33 hedge funds and large institutions have $57.9M invested in Barings Global Short Duration High Yield Fund in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
6% more funds holding
Funds holding: 31 → 33 (+2)
1.68% less ownership
Funds ownership: 14.54% → 12.86% (-1.7%)
10% less capital invested
Capital invested by funds: $64.5M → $57.9M (-$6.64M)
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.67M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$997K |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$674K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$628K |
| 5 |
Morgan Stanley
New York
|
+$575K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $124K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $77K | -$29.6K | -1,480 | -27% |
|
|
GEA
28
Glen Eagle Advisors
Kingston,
New Jersey
| $56.4K | – | – | – |
|
29
Creative Planning
Overland Park,
Kansas
| $24K | -$10.2K | -508 | -30% |
|
|
WEC
30
Winslow Evans & Crocker
Boston,
Massachusetts
| $21K | – | – | – |
|
|
NSIM
31
North Star Investment Management
Chicago,
Illinois
| $16K | – | – | – |
|
|
NA
32
NewEdge Advisors
New Orleans,
Louisiana
| $14.2K | +$14.4K | +718 | New |
|
|
PCM
33
Penserra Capital Management
Orinda,
California
| $10K | +$940 | +47 | +10% |
|
|
ASN
34
Advisory Services Network
Atlanta,
Georgia
| $1K | +$1.1K | +55 | New |
|
35
Kovitz Investment Group Partners
Chicago,
Illinois
| – | -$4.49M | -226,847 | Closed |
|
|
YMRC
36
Yorktown Management & Research Company
Forest,
Virginia
| – | -$989K | -50,000 | Closed |
|
|
GI
37
Gradient Investments
Arden Hills,
Minnesota
| – | -$20K | -1,000 | Closed |
|
|
GWM
38
Geneos Wealth Management
Englewood,
Colorado
| – | -$4K | -250 | Closed |
|
BGH Hedge Fund Activity: Q2 2017 in Review
33 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q2 2017, worth a combined $57.9M — down 10% from $64.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BGH positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Invesco, adding an estimated $1.67M. The largest seller was Laurion Capital Management, cutting an estimated $7.49M.
- 33 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q2 2017, up from 31 in Q1 2017.
- Funds reported $57.9M of Barings Global Short Duration High Yield Fund stock for Q2 2017, down 10% quarter-over-quarter.
- 7 funds opened new Barings Global Short Duration High Yield Fund positions in Q2 2017 and 4 closed out, a net change of +3 holders.
- The largest Barings Global Short Duration High Yield Fund buyer in Q2 2017 was Invesco, an estimated $1.67M added.
- The largest Barings Global Short Duration High Yield Fund seller in Q2 2017 was Laurion Capital Management, an estimated $7.49M sold.
Based on aggregated 13F filings for Q2 2017.