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BGH

Barings Global Short Duration High Yield Fund
BGH

56 hedge funds and large institutions have $77.1M invested in Barings Global Short Duration High Yield Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 56 → 56 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2.58% less ownership

Funds ownership: 32.35% → 29.77% (-2.6%)

7% less capital invested

Capital invested by funds: $82.5M → $77.1M (-$5.38M)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$636K
2
GC
Guggenheim Capital
Illinois
+$545K
3
RJA
Raymond James & Associates
Florida
+$429K
4
Wells Fargo
Wells Fargo
California
+$297K
5
WAM
Wolverine Asset Management
Illinois
+$252K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$2.35M
2
GA
GraniteShares Advisors
New York
-$2.23M
3
SIA
Sit Investment Associates
Minnesota
-$1.06M
4
First Trust Advisors
First Trust Advisors
Illinois
-$761K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$713K
Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
26
Jefferies Financial Group
New York
$419K – – –
Stifel Financial
27
Stifel Financial
Missouri
$319K +$30.6K +2,300 +10%
AA
28
AQR Arbitrage
Connecticut
$309K -$130K -9,774 -29%
CHAM
29
Clear Harbor Asset Management
Connecticut
$292K +$2.66K +200 +0.9%
UBS Group
30
UBS Group
Switzerland
$291K -$180K -13,522 -37%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$281K -$39.7K -2,982 -12%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$280K +$26.6K +2,000 +10%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$276K +$18.7K +1,405 +7%
MCM
34
McRae Capital Management
New Jersey
$248K +$2.73K +205 +1%
WAM
35
Wolverine Asset Management
Illinois
$244K +$252K +18,915 New
CSC
36
Caldwell Sutter Capital
California
$239K – – –
IA
37
IFG Advisory
Georgia
$190K +$196K +14,740 New
MML Investors Services
38
MML Investors Services
Massachusetts
$179K -$22K -1,652 -11%
LSC
39
Logan Stone Capital
Illinois
$166K +$171K +12,863 New
B
40
Barings
North Carolina
$149K +$3.57K +268 +2%
DWP
41
Daymark Wealth Partners
Ohio
$149K +$154K +11,546 New
ASN
42
Advisory Services Network
Georgia
$147K +$4.91K +369 +3%
MOS
43
MGO One Seven
Ohio
$141K +$80 +6 +0.1%
BIA
44
BHK Investment Advisors
Alabama
$139K -$139K -10,464 -49%
TCA
45
Transcend Capital Advisors
New Jersey
$129K – – –
EL
46
EMFO LLC
Florida
$94.8K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$81.8K – – –
CWC
48
Carolinas Wealth Consulting
North Carolina
$55.3K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$30.9K -$971 -73 -3%
SWA
50
SOA Wealth Advisors
New York
$28.8K – – –
1
2
3

BGH Hedge Fund Activity: Q1 2023 in Review

56 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q1 2023, worth a combined $77.1M — down 6.5% from $82.5M a quarter earlier.

Fund positioning in BGH was balanced in Q1 2023: 7 funds opened new positions, 7 closed out, 18 added to existing stakes and 23 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $636K. The largest seller was Saba Capital Management, cutting an estimated $2.35M.

  • 56 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $77.1M of Barings Global Short Duration High Yield Fund stock for Q1 2023, down 6.5% quarter-over-quarter.
  • 7 funds opened new Barings Global Short Duration High Yield Fund positions in Q1 2023 and 7 closed out, a net change of 0 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q1 2023 was Hennion & Walsh Asset Management, an estimated $636K added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q1 2023 was Saba Capital Management, an estimated $2.35M sold.

Based on aggregated 13F filings for Q1 2023.