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BGH

Barings Global Short Duration High Yield Fund
BGH

47 hedge funds and large institutions have $65.9M invested in Barings Global Short Duration High Yield Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

3.92% less ownership

Funds ownership: 25.57% → 21.65% (-3.9%)

11% less capital invested

Capital invested by funds: $74.1M → $65.9M (-$8.19M)

11% less funds holding

Funds holding: 53 → 47 (-6)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
47
Holders Change
-6
Holders Change %
-11.32%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$768K
2
Wells Fargo
Wells Fargo
California
+$698K
3
Cohen & Steers
Cohen & Steers
New York
+$225K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$219K
5
BCA
Bay Colony Advisors
Massachusetts
+$161K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$5.25M
2
GC
Guggenheim Capital
Illinois
-$1.2M
3
VCM
Vivaldi Capital Management
Illinois
-$1.13M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.09M
5
PAS
Park Avenue Securities
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
26
McRae Capital Management
New Jersey
$316K +$5.24K +349 +2%
Lido Advisors
27
Lido Advisors
California
$315K – – –
UBS Group
28
UBS Group
Switzerland
$286K +$38.8K +2,587 +16%
CSC
29
Caldwell Sutter Capital
California
$249K – – –
MML Investors Services
30
MML Investors Services
Massachusetts
$229K -$45K -2,999 -17%
IA
31
IFG Advisory
Georgia
$224K – – –
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$223K -$1.09M -72,663 -83%
JWCA
33
J.W. Cole Advisors
Florida
$218K +$15.5K +1,031 +8%
B
34
Barings
North Carolina
$207K +$6.87K +458 +3%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$203K – – –
Comerica Bank
36
Comerica Bank
Texas
$182K – – –
BCA
37
Bay Colony Advisors
Massachusetts
$163K +$161K +10,747 New
TCA
38
Transcend Capital Advisors
New Jersey
$152K – – –
CWC
39
Carolinas Wealth Consulting
North Carolina
$65K – – –
SWA
40
SOA Wealth Advisors
New York
$37.2K +$765 +51 +2%
GEA
41
Glen Eagle Advisors
New Jersey
$25.8K – – –
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$16.2K – – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
FFWM
44
Future Financial Wealth Management
Ohio
$12.1K +$12K +800 New
FIA
45
FNY Investment Advisers
New York
$12K +$12K +800 New
ADL
46
Asset Dedication LLC
California
$1.2K -$5.36K -357 -82%
CAM
47
Creekmur Asset Management
Illinois
$124 – – –
VCM
48
Vivaldi Capital Management
Illinois
– -$1.13M -78,224 Closed
PAS
49
Park Avenue Securities
New York
– -$1.02M -70,311 Closed
Pathstone Holdings
50
Pathstone Holdings
New Jersey
– -$576K -39,860 Closed
1
2
3

BGH Hedge Fund Activity: Q3 2024 in Review

47 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q3 2024, worth a combined $65.9M — down 11% from $74.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BGH and 3 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 15 added.

The largest buyer was Invesco, adding an estimated $768K. The largest seller was Rivernorth Capital Management, cutting an estimated $5.25M.

  • 47 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q3 2024, down from 53 in Q2 2024.
  • Funds reported $65.9M of Barings Global Short Duration High Yield Fund stock for Q3 2024, down 11% quarter-over-quarter.
  • 3 funds opened new Barings Global Short Duration High Yield Fund positions in Q3 2024 and 8 closed out, a net change of -5 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q3 2024 was Invesco, an estimated $768K added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q3 2024 was Rivernorth Capital Management, an estimated $5.25M sold.

Based on aggregated 13F filings for Q3 2024.