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BGH

Barings Global Short Duration High Yield Fund

53 hedge funds and large institutions have $71.9M invested in Barings Global Short Duration High Yield Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

17% more capital invested

Capital invested by funds: $61.3M → $71.9M (+$10.6M)

15% more funds holding

Funds holding: 4653 (+7)

2.04% more ownership

Funds ownership: 20.24%22.28% (+2%)

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
17
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
26
Matisse Capital
Oregon
$303K +$293K +18,888 New
CHAM
27
Clear Harbor Asset Management
Connecticut
$286K +$275K +17,755 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$268K -$5.88K -379 -2%
LPL Financial
29
LPL Financial
California
$258K +$74.9K +4,830 +43%
FF
30
FourThought Financial
Florida
$229K -$18.7K -1,208 -8%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$211K -$28.1K -1,810 -12%
VC
32
Vicus Capital
Pennsylvania
$210K -$157K -10,147 -44%
MOS
33
MGO One Seven
Ohio
$207K +$372 +24 +0.2%
TCA
34
Transcend Capital Advisors
New Jersey
$207K +$200K +12,917 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$183K +$176K +11,352 New
ASN
36
Advisory Services Network
Georgia
$182K
BHWA
37
Beacon Harbor Wealth Advisors
Virginia
$177K
Stifel Financial
38
Stifel Financial
Missouri
$162K +$156K +10,079 New
B
39
Barings
North Carolina
$157K +$21.1K +1,363 +16%
GLLW
40
Graves Light Lenhart Wealth
Virginia
$129K
CWC
41
Carolinas Wealth Consulting
North Carolina
$119K
CFA
42
Carroll Financial Associates
North Carolina
$109K +$105K +6,788 New
SPIA
43
Steward Partners Investment Advisory
New York
$102K +$98.4K +6,344 New
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$80K
HI
45
Harbour Investments
Wisconsin
$80K +$77.5K +5,000 New
APA
46
American Portfolios Advisors
New York
$72.8K -$15.5K -1,000 -18%
FIA
47
FNY Investment Advisers
New York
$63K -$11.9K -767 -16%
GEA
48
Glen Eagle Advisors
New Jersey
$35.4K
SWA
49
SOA Wealth Advisors
New York
$35K
WAM
50
Wolverine Asset Management
Illinois
$31K -$533K -34,358 -95%

BGH Hedge Fund Activity: Q1 2021 in Review

53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q1 2021, worth a combined $71.9M — up 17% from $61.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BGH positions and 7 closed out — a net gain of 8 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.01M. The largest seller was Wolverine Asset Management, cutting an estimated $533K.

  • 53 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q1 2021, up from 46 in Q4 2020.
  • Funds reported $71.9M of Barings Global Short Duration High Yield Fund stock for Q1 2021, up 17% quarter-over-quarter.
  • 15 funds opened new Barings Global Short Duration High Yield Fund positions in Q1 2021 and 7 closed out, a net change of +8 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q1 2021 was Morgan Stanley, an estimated $3.01M added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q1 2021 was Wolverine Asset Management, an estimated $533K sold.

Based on aggregated 13F filings for Q1 2021.