BGH

Barings Global Short Duration High Yield Fund
BGH

Overview Fund Activity

46 hedge funds and large institutions have $57.4M invested in Barings Global Short Duration High Yield Fund in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
16
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
$1.5M
2
CP
Camelot Portfolios
Ohio
$1.08M
3
AAM
Advisors Asset Management
Colorado
$838K
4
Wells Fargo
Wells Fargo
California
$7.93M
5
LPL Financial
LPL Financial
California
$845K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$3.15M
2
TCMG
TSP Capital Management Group
New Jersey
$5.08M
3
Morgan Stanley
Morgan Stanley
New York
$3.68M
4
Cohen & Steers
Cohen & Steers
New York
$4.99M
5
JFG
Jefferies Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$360K -$36.7K -2,423 -9%
MCM
27
McRae Capital Management
New Jersey
$322K +$3.75K +248 +1%
Lido Advisors
28
Lido Advisors
California
$316K – – –
CSC
29
Caldwell Sutter Capital
California
$248K – – –
UBS Group
30
UBS Group
Switzerland
$245K -$79.8K -5,281 -25%
MML Investors Services
31
MML Investors Services
Massachusetts
$241K +$10.5K +695 +5%
JWCA
32
J.W. Cole Advisors
Florida
$227K +$36.2K +2,391 +19%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$221K +$4.01K +265 +2%
B
34
Barings
North Carolina
$220K +$5.02K +325 +2%
Comerica Bank
35
Comerica Bank
Texas
$181K – – –
TCA
36
Transcend Capital Advisors
New Jersey
$151K – – –
EC
37
Elequin Capital
New York
$78K +$15K +994 +24%
CWC
38
Carolinas Wealth Consulting
North Carolina
$64.3K – – –
SWA
39
SOA Wealth Advisors
New York
$37.5K – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$14K -$385 -26 -3%
FFWM
41
Future Financial Wealth Management
Ohio
$12.1K – – –
FIA
42
FNY Investment Advisers
New York
$12K – – –
MCM
43
MAI Capital Management
Ohio
$8.6K – – –
CWP
44
Concord Wealth Partners
Virginia
$7.52K +$7.52K +497 New
ADL
45
Asset Dedication LLC
California
$1.2K – – –
CAM
46
Creekmur Asset Management
Illinois
$47 – – –
JFG
47
Jefferies Financial Group
New York
– -$434K -28,141 Closed
BCA
48
Bay Colony Advisors
Massachusetts
– -$266K -17,217 Closed
WAM
49
Worth Asset Management
Texas
– -$215K -13,940 Closed
GEA
50
Glen Eagle Advisors
New Jersey
– -$26.2K -1,700 Closed
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2
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