We are live on ! Find out more
BGH

Barings Global Short Duration High Yield Fund
BGH

53 hedge funds and large institutions have $97.3M invested in Barings Global Short Duration High Yield Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $85.3M → $97.3M (+$12M)

6% more funds holding

Funds holding: 50 → 53 (+3)

3.03% more ownership

Funds ownership: 22.97% → 26.01% (+3%)

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$4.39M
2
SIA
Sit Investment Associates
Minnesota
+$2.57M
3
NA
NewEdge Advisors
Louisiana
+$1.11M
4
Invesco
Invesco
Georgia
+$973K
5
SFS
Shaker Financial Services
Virginia
+$891K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.52M
2
Morgan Stanley
Morgan Stanley
New York
-$1.39M
3
FIA
FNY Investment Advisers
New York
-$157K
4
JG
Jefferies Group
New York
-$112K
5
CFA
Carroll Financial Associates
North Carolina
-$78K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$362K -$20K -1,174 -5%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$343K +$64.2K +3,775 +24%
MC
28
Matisse Capital
Oregon
$328K – – –
LPL Financial
29
LPL Financial
California
$319K -$42.4K -2,495 -12%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$316K -$27.2K -1,600 -8%
EL
31
EMFO LLC
Florida
$306K – – –
Lazard Asset Management
32
Lazard Asset Management
New York
$260K – – –
FF
33
FourThought Financial
Florida
$243K -$16.3K -958 -6%
Stifel Financial
34
Stifel Financial
Missouri
$242K -$24.1K -1,415 -9%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$232K -$3.91K -230 -2%
ASN
36
Advisory Services Network
Georgia
$224K -$10.3K -605 -4%
TCA
37
Transcend Capital Advisors
New Jersey
$224K – – –
MOS
38
MGO One Seven
Ohio
$209K -$15.1K -885 -7%
MML Investors Services
39
MML Investors Services
Massachusetts
$197K +$193K +11,373 New
B
40
Barings
North Carolina
$179K +$3.23K +190 +2%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$178K -$1.55K -91 -0.9%
BCM
42
Bluefin Capital Management
New York
$174K +$170K +10,008 New
VC
43
Vicus Capital
Pennsylvania
$170K +$2.53K +149 +1%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$168K -$17.4K -1,026 -10%
SPIA
45
Steward Partners Investment Advisory
New York
$150K – – –
GLLW
46
Graves Light Lenhart Wealth
Virginia
$139K – – –
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$86K – – –
APA
48
American Portfolios Advisors
New York
$78.5K – – –
CWC
49
Carolinas Wealth Consulting
North Carolina
$74K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$49K +$47.6K +2,800 New
1
2
3

BGH Hedge Fund Activity: Q4 2021 in Review

53 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q4 2021, worth a combined $97.3M — up 14% from $85.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BGH positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.39M. The largest seller was Wells Fargo, cutting an estimated $1.52M.

  • 53 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q4 2021, up from 50 in Q3 2021.
  • Funds reported $97.3M of Barings Global Short Duration High Yield Fund stock for Q4 2021, up 14% quarter-over-quarter.
  • 9 funds opened new Barings Global Short Duration High Yield Fund positions in Q4 2021 and 5 closed out, a net change of +4 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $4.39M added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q4 2021 was Wells Fargo, an estimated $1.52M sold.

Based on aggregated 13F filings for Q4 2021.