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BGH

Barings Global Short Duration High Yield Fund

34 hedge funds and large institutions have $49.6M invested in Barings Global Short Duration High Yield Fund in 2019 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

4.53% less ownership

Funds ownership: 16.65%12.12% (-4.5%)

7% less capital invested

Capital invested by funds: $53.2M → $49.6M (-$3.6M)

29% less funds holding

Funds holding: 4834 (-14)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 14

Holders
34
Holders Change
-14
Holders Change %
-29.17%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
15
Reduced
12
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$248K +$25.3K +1,444 +12%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$168K +$18.9K +1,076 +13%
CAM
28
Cresset Asset Management
Illinois
$107K
GEA
29
Glen Eagle Advisors
New Jersey
$36.2K
BFEC
30
Benjamin F. Edwards & Company
Missouri
$20K
NSIM
31
North Star Investment Management
Illinois
$14K
WEC
32
Winslow Evans & Crocker
Massachusetts
$10K
FIA
33
FNY Investment Advisers
New York
$6K +$2.28K +130 +58%
IA
34
IFP Advisors
Florida
$5K -$46K -2,624 -90%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$72
SCM
36
Saba Capital Management
New York
-$2.39M -149,931 Closed
RCM
37
Rivernorth Capital Management
Florida
-$2.29M -144,624 Closed
CRC
38
Curi RMB Capital
Illinois
-$1.86M -116,522 Closed
WAM
39
Wolverine Asset Management
Illinois
-$1.03M -64,744 Closed
WAM
40
Weiss Asset Management
Massachusetts
-$632K -39,596 Closed
AFNAS
41
American Financial Network Advisory Services
California
-$320K -19,900 Closed
AA
42
AQR Arbitrage
Connecticut
-$295K -18,497 Closed
AM
43
Ares Management
California
-$280K -17,574 Closed
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
-$194K -12,167 Closed
WKWM
45
Walter & Keenan Wealth Management
Indiana
-$175K -11,000 Closed
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
-$56K -3,534 Closed
AIC
47
Ameritas Investment Company
Nebraska
-$39K -2,436 Closed
WT
48
Whittier Trust
California
-$3K -160 Closed

BGH Hedge Fund Activity: Q1 2019 in Review

34 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q1 2019, worth a combined $49.6M — down 6.8% from $53.2M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BGH and 0 opened new positions — a net loss of 14 holders — while 12 trimmed existing stakes and 15 added.

The largest buyer was Wells Fargo, adding an estimated $774K. The largest seller was TSP Capital Management Group, exiting entirely with an estimated $5.46M sold.

  • 34 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q1 2019, down from 48 in Q4 2018.
  • Funds reported $49.6M of Barings Global Short Duration High Yield Fund stock for Q1 2019, down 6.8% quarter-over-quarter.
  • 0 funds opened new Barings Global Short Duration High Yield Fund positions in Q1 2019 and 14 closed out, a net change of -14 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q1 2019 was Wells Fargo, an estimated $774K added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q1 2019 was TSP Capital Management Group, an estimated $5.46M sold.

Based on aggregated 13F filings for Q1 2019.