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BGH

Barings Global Short Duration High Yield Fund
BGH

38 hedge funds and large institutions have $45.4M invested in Barings Global Short Duration High Yield Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

9% more funds holding

Funds holding: 35 → 38 (+3)

0.04% less ownership

Funds ownership: 11.36% → 11.33% (-0.04%)

2% less capital invested

Capital invested by funds: $46.2M → $45.4M (-$807K)

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$368K
2
OFG
OTA Financial Group
New York
+$314K
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$244K
4
LPL Financial
LPL Financial
California
+$181K
5
First Trust Advisors
First Trust Advisors
Illinois
+$115K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$745K
2
Invesco
Invesco
Georgia
-$660K
3
GC
Guggenheim Capital
Illinois
-$307K
4
AFNAS
American Financial Network Advisory Services
California
-$281K
5
Morgan Stanley
Morgan Stanley
New York
-$113K
Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
26
MGO One Seven
Ohio
$283K +$1.12K +63 +0.4%
WP
27
WealthSource Partners
California
$273K -$2.67K -150 -0.9%
LPL Financial
28
LPL Financial
California
$177K +$181K +10,195 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$170K +$4.25K +239 +3%
B
30
Barings
North Carolina
$146K +$3.66K +206 +3%
Bessemer Group
31
Bessemer Group
New Jersey
$79K +$80.3K +4,518 New
AIC
32
Ameritas Investment Company
Nebraska
$77K +$78.5K +4,416 New
GEA
33
Glen Eagle Advisors
New Jersey
$50.5K +$16K +900 +45%
SPIA
34
Steward Partners Investment Advisory
New York
$34K +$35.6K +2,000 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
$19K – – –
1IA
36
1834 Investment Advisors
Wisconsin
$14K +$14.2K +800 New
WEC
37
Winslow Evans & Crocker
Massachusetts
$10K – – –
FIA
38
FNY Investment Advisers
New York
$7K +$444 +25 +6%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$69 – – –
SIA
40
Sit Investment Associates
Minnesota
– -$745K -42,136 Closed
AFNAS
41
American Financial Network Advisory Services
California
– -$281K -15,850 Closed
1
2

BGH Hedge Fund Activity: Q3 2019 in Review

38 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q3 2019, worth a combined $45.4M — down 1.7% from $46.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BGH positions and 3 closed out — a net gain of 3 holders — while 21 added to existing stakes and 7 trimmed.

The largest buyer was Wells Fargo, adding an estimated $368K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $745K sold.

  • 38 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q3 2019, up from 35 in Q2 2019.
  • Funds reported $45.4M of Barings Global Short Duration High Yield Fund stock for Q3 2019, down 1.7% quarter-over-quarter.
  • 6 funds opened new Barings Global Short Duration High Yield Fund positions in Q3 2019 and 3 closed out, a net change of +3 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q3 2019 was Wells Fargo, an estimated $368K added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q3 2019 was Sit Investment Associates, an estimated $745K sold.

Based on aggregated 13F filings for Q3 2019.