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BGH

Barings Global Short Duration High Yield Fund

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

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

1.45% less ownership

Funds ownership: 20.36%18.91% (-1.5%)

8% less funds holding

Funds holding: 5046 (-4)

9% less capital invested

Capital invested by funds: $63.1M → $57.4M (-$5.7M)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
0.62%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$360K -$38K -2,423 -9%
MCM
27
McRae Capital Management
New Jersey
$322K +$3.89K +248 +1%
Lido Advisors
28
Lido Advisors
California
$316K
CSC
29
Caldwell Sutter Capital
California
$248K
UBS Group
30
UBS Group
Switzerland
$245K -$82.8K -5,281 -25%
MML Investors Services
31
MML Investors Services
Massachusetts
$241K +$10.9K +695 +5%
JWCA
32
J.W. Cole Advisors
Florida
$227K +$37.5K +2,391 +19%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$221K +$4.16K +265 +2%
B
34
Barings
North Carolina
$220K +$5.09K +325 +2%
Comerica Bank
35
Comerica Bank
Texas
$181K
TCA
36
Transcend Capital Advisors
New Jersey
$151K
EC
37
Elequin Capital
New York
$78K +$15.6K +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 -$408 -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
$7.51K +$7.79K +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

BGH Hedge Fund Activity: Q1 2025 in Review

46 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q1 2025, worth a combined $57.4M — down 9% from $63.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BGH and 1 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 16 added.

The largest buyer was Shaker Financial Services, adding an estimated $748K. The largest seller was Sit Investment Associates, cutting an estimated $2.97M.

  • 46 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q1 2025, down from 50 in Q4 2024.
  • Funds reported $57.4M of Barings Global Short Duration High Yield Fund stock for Q1 2025, down 9% quarter-over-quarter.
  • 1 fund opened new Barings Global Short Duration High Yield Fund positions in Q1 2025 and 5 closed out, a net change of -4 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q1 2025 was Shaker Financial Services, an estimated $748K added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q1 2025 was Sit Investment Associates, an estimated $2.97M sold.

Based on aggregated 13F filings for Q1 2025.