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BGH

Barings Global Short Duration High Yield Fund

60 hedge funds and large institutions have $84.1M invested in Barings Global Short Duration High Yield Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% more ownership

Funds ownership: 29.84%30.31% (+0.47%)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

5% less funds holding

Funds holding: 6360 (-3)

15% less capital invested

Capital invested by funds: $98.6M → $84.1M (-$14.4M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
26
Clear Harbor Asset Management
Connecticut
$488K +$1.43K +100 +0.3%
JG
27
Jefferies Group
New York
$463K
LSC
28
Logan Stone Capital
Illinois
$429K +$275K +19,210 +139%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$393K -$1K -70 -0.2%
WAM
30
Wolverine Asset Management
Illinois
$367K +$15.2K +1,063 +4%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$338K +$95.8K +6,700 +35%
BIA
32
BHK Investment Advisors
Alabama
$314K -$13.7K -956 -4%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$285K -$17.5K -1,222 -5%
MC
34
Matisse Capital
Oregon
$246K
AA
35
AQR Arbitrage
Connecticut
$242K +$266K +18,590 New
MCM
36
McRae Capital Management
New Jersey
$237K +$5.47K +383 +2%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$236K -$96.7K -6,763 -27%
OFG
38
OTA Financial Group
New York
$218K +$240K +16,774 New
QC
39
Quantedge Capital
Singapore
$198K +$217K +15,195 New
LPL Financial
40
LPL Financial
California
$197K -$4.02K -281 -2%
BCM
41
Bluefin Capital Management
New York
$196K +$216K +15,108 New
Stifel Financial
42
Stifel Financial
Missouri
$185K -$17.4K -1,215 -8%
MML Investors Services
43
MML Investors Services
Massachusetts
$181K +$11.8K +824 +6%
TCA
44
Transcend Capital Advisors
New Jersey
$168K
LCM
45
Landscape Capital Management
New Jersey
$160K +$5.03K +352 +3%
ASN
46
Advisory Services Network
Georgia
$154K -$11.5K -806 -6%
ICMP
47
Integrated Capital Management (Pennsylvania)
Pennsylvania
$153K +$10.6K +741 +7%
Truist Financial
48
Truist Financial
North Carolina
$152K -$13.7K -956 -8%
MOS
49
MGO One Seven
Ohio
$143K -$2.99K -209 -2%
B
50
Barings
North Carolina
$140K +$3.22K +225 +2%

BGH Hedge Fund Activity: Q2 2022 in Review

60 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q2 2022, worth a combined $84.1M — down 15% from $98.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BGH and 6 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 20 added.

The largest buyer was Vivaldi Capital Management, adding an estimated $1.11M. The largest seller was Wells Fargo, cutting an estimated $739K.

  • 60 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q2 2022, down from 63 in Q1 2022.
  • Funds reported $84.1M of Barings Global Short Duration High Yield Fund stock for Q2 2022, down 15% quarter-over-quarter.
  • 6 funds opened new Barings Global Short Duration High Yield Fund positions in Q2 2022 and 8 closed out, a net change of -2 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q2 2022 was Vivaldi Capital Management, an estimated $1.11M added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q2 2022 was Wells Fargo, an estimated $739K sold.

Based on aggregated 13F filings for Q2 2022.