BGH

Barings Global Short Duration High Yield Fund
BGH

Overview Fund Activity

47 hedge funds and large institutions have $64M invested in Barings Global Short Duration High Yield Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.61M
2
Invesco
Invesco
Georgia
+$1.55M
3
SFS
Shaker Financial Services
Virginia
+$1.18M
4
LPL Financial
LPL Financial
California
+$1M
5
NP
Nilsine Partners
Colorado
+$933K

Top Sellers

1
TCMG
TSP Capital Management Group
New Jersey
-$5.08M
2
Cohen & Steers
Cohen & Steers
New York
-$960K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$751K
4
Morgan Stanley
Morgan Stanley
New York
-$377K
5
Bank of America
Bank of America
North Carolina
-$275K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$381K -$4.62K -300 -1%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$366K – – –
MCM
28
McRae Capital Management
New Jersey
$332K +$4.19K +272 +1%
Lido Advisors
29
Lido Advisors
California
$322K – – –
UBS Group
30
UBS Group
Switzerland
$259K +$9.76K +634 +4%
CSC
31
Caldwell Sutter Capital
California
$253K – – –
MML Investors Services
32
MML Investors Services
Massachusetts
$246K +$601 +39 +0.2%
B
33
Barings
North Carolina
$225K +$5.48K +356 +3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$219K -$6.1K -396 -3%
JWCA
35
J.W. Cole Advisors
Florida
$188K -$42.9K -2,786 -19%
Comerica Bank
36
Comerica Bank
Texas
$185K – – –
JFG
37
Jefferies Financial Group
New York
$165K +$165K +10,725 New
AF
38
Allworth Financial
California
$93.9K +$93.9K +6,100 New
SWA
39
SOA Wealth Advisors
New York
$38.2K – – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
AAS
41
Ameritas Advisory Services
Nebraska
$14.5K +$14.5K +940 New
FFWM
42
Future Financial Wealth Management
Ohio
$12.3K – – –
FIA
43
FNY Investment Advisers
New York
$12K – – –
MCM
44
MAI Capital Management
Ohio
$8.76K – – –
CWP
45
Concord Wealth Partners
Virginia
$7.65K – – –
TRCT
46
Tower Research Capital (TRC)
New York
$5.54K +$5.54K +360 New
ADL
47
Asset Dedication LLC
California
$1.22K – – –
CAM
48
Creekmur Asset Management
Illinois
$39 – – –
TCA
49
Transcend Capital Advisors
New Jersey
– -$151K -10,000 Closed
EC
50
Elequin Capital
New York
– -$78K -5,156 Closed
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