We are live on ! Find out more
BGH

Barings Global Short Duration High Yield Fund

48 hedge funds and large institutions have $53.2M invested in Barings Global Short Duration High Yield Fund in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

33% more funds holding

Funds holding: 3648 (+12)

4.1% more ownership

Funds ownership: 12.55%16.65% (+4.1%)

3% less capital invested

Capital invested by funds: $55M → $53.2M (-$1.73M)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

Holders
48
Holders Change
+12
Holders Change %
+33.33%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
11
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFNAS
26
American Financial Network Advisory Services
California
$320K
SWM
27
SeaCrest Wealth Management
New York
$308K -$16.7K -956 -5%
AA
28
AQR Arbitrage
Connecticut
$295K +$323K +18,497 New
VC
29
Vicus Capital
Pennsylvania
$289K +$6.35K +363 +2%
MOS
30
MGO One Seven
Ohio
$288K +$997 +57 +0.3%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$281K +$14.5K +832 +5%
AM
32
Ares Management
California
$280K +$307K +17,574 New
M&T Bank
33
M&T Bank
New York
$231K +$26.2K +1,500 +12%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$196K +$3.25K +186 +2%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$194K +$213K +12,167 New
WKWM
36
Walter & Keenan Wealth Management
Indiana
$175K -$43.6K -2,493 -18%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$131K +$3.46K +198 +2%
CAM
38
Cresset Asset Management
Illinois
$94K +$102K +5,850 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$56K +$61.8K +3,534 New
IA
40
IFP Advisors
Florida
$46K
AIC
41
Ameritas Investment Company
Nebraska
$39K +$42.6K +2,436 New
GEA
42
Glen Eagle Advisors
New Jersey
$31.9K -$14.9K -850 -30%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$17K +$19.1K +1,092 New
NSIM
44
North Star Investment Management
Illinois
$13K
WEC
45
Winslow Evans & Crocker
Massachusetts
$8K
FIA
46
FNY Investment Advisers
New York
$3K
WT
47
Whittier Trust
California
$3K +$2.8K +160 New
RCAG
48
Rehmann Capital Advisory Group
Michigan
$63 +$70 +4 New
Stifel Financial
49
Stifel Financial
Missouri
-$194K -10,122 Closed
NMC
50
Nine Masts Capital
Hong Kong
-$70K -3,600 Closed

BGH Hedge Fund Activity: Q4 2018 in Review

48 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q4 2018, worth a combined $53.2M — down 3.1% from $55M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BGH positions and 5 closed out — a net gain of 12 holders — while 11 added to existing stakes and 15 trimmed.

The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $5.44M. The largest seller was Invesco, cutting an estimated $715K.

  • 48 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q4 2018, up from 36 in Q3 2018.
  • Funds reported $53.2M of Barings Global Short Duration High Yield Fund stock for Q4 2018, down 3.1% quarter-over-quarter.
  • 17 funds opened new Barings Global Short Duration High Yield Fund positions in Q4 2018 and 5 closed out, a net change of +12 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q4 2018 was TSP Capital Management Group, an estimated $5.44M added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q4 2018 was Invesco, an estimated $715K sold.

Based on aggregated 13F filings for Q4 2018.