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BGH

Barings Global Short Duration High Yield Fund
BGH

46 hedge funds and large institutions have $61.3M invested in Barings Global Short Duration High Yield Fund in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

31% more capital invested

Capital invested by funds: $46.8M → $61.3M (+$14.4M)

21% more funds holding

Funds holding: 38 → 46 (+8)

4.57% more ownership

Funds ownership: 15.68% → 20.24% (+4.6%)

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
16
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCMG
TSP Capital Management Group
New Jersey
+$5.11M
2
RCM
Rivernorth Capital Management
Florida
+$5.09M
3
Wells Fargo
Wells Fargo
California
+$1.45M
4
SIA
Sit Investment Associates
Minnesota
+$1.28M
5
Millennium Management
Millennium Management
New York
+$481K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.35M
2
GC
Guggenheim Capital
Illinois
-$499K
3
WS
Wedbush Securities
California
-$357K
4
RJA
Raymond James & Associates
Florida
-$345K
5
UBS Group
UBS Group
Switzerland
-$313K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SeaCrest Wealth Management
New York
$335K -$14.8K -1,056 -5%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$307K +$284K +20,343 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$257K +$71.3K +5,102 +43%
FF
29
FourThought Financial
Florida
$233K +$216K +15,453 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$226K -$14.3K -1,021 -6%
M&T Bank
31
M&T Bank
New York
$226K +$98 +7 +0%
MOS
32
MGO One Seven
Ohio
$194K +$377 +27 +0.2%
Citigroup
33
Citigroup
New York
$173K +$160K +11,459 New
ASN
34
Advisory Services Network
Georgia
$170K -$1.72K -123 -1%
LPL Financial
35
LPL Financial
California
$169K +$10.1K +726 +7%
BHWA
36
Beacon Harbor Wealth Advisors
Virginia
$166K +$154K +11,000 New
B
37
Barings
North Carolina
$126K – – –
GLLW
38
Graves Light Lenhart Wealth
Virginia
$121K +$112K +8,000 New
CWC
39
Carolinas Wealth Consulting
North Carolina
$111K – – –
APA
40
American Portfolios Advisors
New York
$83.4K +$77.2K +5,525 New
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$75K +$27.9K +2,000 +67%
FIA
42
FNY Investment Advisers
New York
$71K +$66.3K +4,743 New
SWA
43
SOA Wealth Advisors
New York
$34K +$31.2K +2,236 New
GEA
44
Glen Eagle Advisors
New Jersey
$33.2K – – –
WEC
45
Winslow Evans & Crocker
Massachusetts
$8K – – –
PCIA
46
Prime Capital Investment Advisors
Kansas
$4K – – –
WS
47
Wedbush Securities
California
– -$357K -26,796 Closed
SPIA
48
Steward Partners Investment Advisory
New York
– -$32K -2,400 Closed
CSPIA
49
Cary Street Partners Investment Advisory
Virginia
– -$7K -500 Closed
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
– -$7K -500 Closed
1
2
3

BGH Hedge Fund Activity: Q4 2020 in Review

46 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q4 2020, worth a combined $61.3M — up 31% from $46.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BGH positions and 5 closed out — a net gain of 8 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $5.11M. The largest seller was Osaic Holdings, cutting an estimated $1.35M.

  • 46 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q4 2020, up from 38 in Q3 2020.
  • Funds reported $61.3M of Barings Global Short Duration High Yield Fund stock for Q4 2020, up 31% quarter-over-quarter.
  • 13 funds opened new Barings Global Short Duration High Yield Fund positions in Q4 2020 and 5 closed out, a net change of +8 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q4 2020 was TSP Capital Management Group, an estimated $5.11M added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q4 2020 was Osaic Holdings, an estimated $1.35M sold.

Based on aggregated 13F filings for Q4 2020.