We are live on ! Find out more
BGH

Barings Global Short Duration High Yield Fund
BGH

58 hedge funds and large institutions have $70.5M invested in Barings Global Short Duration High Yield Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

18% more funds holding

Funds holding: 49 → 58 (+9)

0.47% less ownership

Funds ownership: 27.78% → 27.32% (-0.47%)

4% less capital invested

Capital invested by funds: $73.2M → $70.5M (-$2.7M)

Holders
58
Holders Change
+9
Holders Change %
+18.37%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$488K
2
SFS
Shaker Financial Services
Virginia
+$473K
3
CIA
Capital Investment Advisors
Georgia
+$310K
4
Wells Fargo
Wells Fargo
California
+$291K
5
SIA
Sit Investment Associates
Minnesota
+$265K

Top Sellers

Rank Fund Capital Flow
1
VCM
Vivaldi Capital Management
Illinois
-$1.35M
2
RA
RFG Advisory
Alabama
-$702K
3
Invesco
Invesco
Georgia
-$562K
4
RJA
Raymond James & Associates
Florida
-$447K
5
RCM
Rivernorth Capital Management
Florida
-$336K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$418K +$112K +8,417 +34%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$338K +$65.3K +4,927 +23%
UBS Group
28
UBS Group
Switzerland
$313K +$59.9K +4,521 +22%
AA
29
AQR Arbitrage
Connecticut
$279K -$119K -9,012 -29%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$269K – – –
MCM
31
McRae Capital Management
New Jersey
$252K +$4.39K +331 +2%
CSC
32
Caldwell Sutter Capital
California
$235K – – –
MML Investors Services
33
MML Investors Services
Massachusetts
$210K +$11.9K +900 +6%
IA
34
IFG Advisory
Georgia
$187K – – –
CAN
35
Cetera Advisor Networks
California
$163K +$1.5K +113 +0.9%
Comerica Bank
36
Comerica Bank
Texas
$160K +$167K +12,598 New
B
37
Barings
North Carolina
$156K +$5.75K +434 +4%
ICMP
38
Integrated Capital Management (Pennsylvania)
Pennsylvania
$153K -$1.5K -113 -0.9%
WAM
39
Wolverine Asset Management
Illinois
$153K +$160K +12,059 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$143K +$149K +11,253 New
ASN
41
Advisory Services Network
Georgia
$142K +$2.81K +212 +2%
MOS
42
MGO One Seven
Ohio
$139K +$66 +5 +0%
Stifel Financial
43
Stifel Financial
Missouri
$133K -$199K -15,046 -59%
CCP
44
Clough Capital Partners
Massachusetts
$130K +$136K +10,261 New
QL
45
Quarry LP
New York
$130K +$136K +10,261 New
IP
46
Ignite Planners
California
$129K +$137K +10,311 New
TCA
47
Transcend Capital Advisors
New Jersey
$127K – – –
EL
48
EMFO LLC
Florida
$93.3K – – –
CWC
49
Carolinas Wealth Consulting
North Carolina
$51.9K – – –
EC
50
Elequin Capital
New York
$51.4K +$53.7K +4,050 New
1
2
3

BGH Hedge Fund Activity: Q3 2023 in Review

58 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q3 2023, worth a combined $70.5M — down 3.7% from $73.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BGH positions and 3 closed out — a net gain of 9 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $488K. The largest seller was Vivaldi Capital Management, cutting an estimated $1.35M.

  • 58 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q3 2023, up from 49 in Q2 2023.
  • Funds reported $70.5M of Barings Global Short Duration High Yield Fund stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 12 funds opened new Barings Global Short Duration High Yield Fund positions in Q3 2023 and 3 closed out, a net change of +9 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q3 2023 was Osaic Holdings, an estimated $488K added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q3 2023 was Vivaldi Capital Management, an estimated $1.35M sold.

Based on aggregated 13F filings for Q3 2023.