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BGH

Barings Global Short Duration High Yield Fund
BGH

49 hedge funds and large institutions have $73.2M invested in Barings Global Short Duration High Yield Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.98% less ownership

Funds ownership: 29.77% → 27.78% (-2%)

5% less capital invested

Capital invested by funds: $77.1M → $73.2M (-$3.89M)

13% less funds holding

Funds holding: 56 → 49 (-7)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
49
Holders Change
-7
Holders Change %
-12.5%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
+$1.37M
2
CIA
Capital Investment Advisors
Georgia
+$416K
3
GC
Guggenheim Capital
Illinois
+$330K
4
TCMG
TSP Capital Management Group
New Jersey
+$261K
5
CAN
Cetera Advisor Networks
California
+$166K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$1.36M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$995K
3
SCM
Saba Capital Management
New York
-$984K
4
Invesco
Invesco
Georgia
-$762K
5
SIA
Sit Investment Associates
Minnesota
-$731K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$333K +$10.1K +776 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$319K +$35K +2,683 +12%
CHAM
28
Clear Harbor Asset Management
Connecticut
$295K – – –
Baird Financial Group
29
Baird Financial Group
Wisconsin
$283K – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$276K -$2.94K -225 -1%
UBS Group
31
UBS Group
Switzerland
$262K -$32.2K -2,468 -11%
MCM
32
McRae Capital Management
New Jersey
$254K +$2.86K +219 +1%
CSC
33
Caldwell Sutter Capital
California
$241K – – –
MML Investors Services
34
MML Investors Services
Massachusetts
$204K +$23K +1,762 +13%
IA
35
IFG Advisory
Georgia
$192K – – –
CAN
36
Cetera Advisor Networks
California
$166K +$166K +12,699 New
ICMP
37
Integrated Capital Management (Pennsylvania)
Pennsylvania
$159K +$159K +12,173 New
B
38
Barings
North Carolina
$154K +$3.7K +283 +2%
ASN
39
Advisory Services Network
Georgia
$143K -$5.73K -439 -4%
MOS
40
MGO One Seven
Ohio
$143K +$78 +6 +0.1%
TCA
41
Transcend Capital Advisors
New Jersey
$130K – – –
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$102K +$102K +7,800 New
EL
43
EMFO LLC
Florida
$95.8K – – –
SPIA
44
Steward Partners Investment Advisory
New York
$82.7K – – –
CWC
45
Carolinas Wealth Consulting
North Carolina
$55.9K – – –
SWA
46
SOA Wealth Advisors
New York
$29.2K – – –
GEA
47
Glen Eagle Advisors
New Jersey
$22.2K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$13.9K -$17.4K -1,334 -56%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$13K +$12.7K +971 New
FIA
50
FNY Investment Advisers
New York
$10K – – –
1
2
3

BGH Hedge Fund Activity: Q2 2023 in Review

49 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q2 2023, worth a combined $73.2M — down 5.1% from $77.1M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BGH and 5 opened new positions — a net loss of 6 holders — while 20 trimmed existing stakes and 13 added.

The largest buyer was RFG Advisory, opening a new position worth an estimated $1.37M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.36M sold.

  • 49 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q2 2023, down from 56 in Q1 2023.
  • Funds reported $73.2M of Barings Global Short Duration High Yield Fund stock for Q2 2023, down 5.1% quarter-over-quarter.
  • 5 funds opened new Barings Global Short Duration High Yield Fund positions in Q2 2023 and 11 closed out, a net change of -6 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q2 2023 was RFG Advisory, an estimated $1.37M added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q2 2023 was Shaker Financial Services, an estimated $1.36M sold.

Based on aggregated 13F filings for Q2 2023.