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BGH

Barings Global Short Duration High Yield Fund

48 hedge funds and large institutions have $83.1M invested in Barings Global Short Duration High Yield Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

16% more capital invested

Capital invested by funds: $71.9M → $83.1M (+$11.2M)

0.11% more ownership

Funds ownership: 22.28%22.4% (+0.11%)

9% less funds holding

Funds holding: 5348 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
48
Holders Change
-5
Holders Change %
-9.43%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
23
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
6M
26
6 Meridian
Kansas
$347K -$394K -23,862 -54%
MC
27
Matisse Capital
Oregon
$323K
ASN
28
Advisory Services Network
Georgia
$321K +$124K +7,525 +67%
SWM
29
SeaCrest Wealth Management
New York
$313K -$33.6K -2,036 -10%
Stifel Financial
30
Stifel Financial
Missouri
$288K +$112K +6,755 +67%
FF
31
FourThought Financial
Florida
$274K +$29.9K +1,812 +13%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$267K -$18.2K -1,104 -7%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$252K +$244K +14,753 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$226K +$1.17K +71 +0.5%
TCA
35
Transcend Capital Advisors
New Jersey
$221K
MOS
36
MGO One Seven
Ohio
$221K +$396 +24 +0.2%
BHWA
37
Beacon Harbor Wealth Advisors
Virginia
$188K
VC
38
Vicus Capital
Pennsylvania
$172K -$48.7K -2,947 -23%
B
39
Barings
North Carolina
$144K -$22.5K -1,363 -14%
SPIA
40
Steward Partners Investment Advisory
New York
$143K +$33K +2,000 +32%
GLLW
41
Graves Light Lenhart Wealth
Virginia
$137K
HI
42
Harbour Investments
Wisconsin
$85K
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$85K
CFA
44
Carroll Financial Associates
North Carolina
$84K -$30.7K -1,857 -27%
APA
45
American Portfolios Advisors
New York
$77.3K
CWC
46
Carolinas Wealth Consulting
North Carolina
$73K -$50.9K -3,080 -42%
FIA
47
FNY Investment Advisers
New York
$59K -$7.86K -476 -12%
SWA
48
SOA Wealth Advisors
New York
$38K
GEA
49
Glen Eagle Advisors
New Jersey
$37.6K
PPA
50
Parametric Portfolio Associates
Washington
-$468K -29,126 Closed

BGH Hedge Fund Activity: Q2 2021 in Review

48 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q2 2021, worth a combined $83.1M — up 16% from $71.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BGH and 3 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 23 added.

The largest buyer was Wells Fargo, adding an estimated $1.46M. The largest seller was TSP Capital Management Group, exiting entirely with an estimated $6.21M sold.

  • 48 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q2 2021, down from 53 in Q1 2021.
  • Funds reported $83.1M of Barings Global Short Duration High Yield Fund stock for Q2 2021, up 16% quarter-over-quarter.
  • 3 funds opened new Barings Global Short Duration High Yield Fund positions in Q2 2021 and 8 closed out, a net change of -5 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q2 2021 was Wells Fargo, an estimated $1.46M added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q2 2021 was TSP Capital Management Group, an estimated $6.21M sold.

Based on aggregated 13F filings for Q2 2021.