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BGH

Barings Global Short Duration High Yield Fund
BGH

47 hedge funds and large institutions have $63.9M 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

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

11% more capital invested

Capital invested by funds: $57.4M → $63.9M (+$6.54M)

2% more funds holding

Funds holding: 46 → 47 (+1)

0.12% more ownership

Funds ownership: 18.91% → 19.03% (+0.12%)

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.62%
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

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.52M
2
Invesco
Invesco
Georgia
+$1.47M
3
SFS
Shaker Financial Services
Virginia
+$1.11M
4
LPL Financial
LPL Financial
California
+$951K
5
NP
Nilsine Partners
Colorado
+$884K

Top Sellers

Rank Fund Capital Flow
1
TCMG
TSP Capital Management Group
New Jersey
-$4.9M
2
Cohen & Steers
Cohen & Steers
New York
-$910K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$711K
4
Morgan Stanley
Morgan Stanley
New York
-$357K
5
Bank of America
Bank of America
North Carolina
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$366K – – –
MCM
27
McRae Capital Management
New Jersey
$332K +$3.97K +272 +1%
Lido Advisors
28
Lido Advisors
California
$322K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$297K -$108K -7,375 -28%
UBS Group
30
UBS Group
Switzerland
$259K +$9.25K +634 +4%
CSC
31
Caldwell Sutter Capital
California
$253K – – –
MML Investors Services
32
MML Investors Services
Massachusetts
$246K +$569 +39 +0.2%
B
33
Barings
North Carolina
$225K +$5.2K +356 +3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$219K -$5.78K -396 -3%
JWCA
35
J.W. Cole Advisors
Florida
$188K -$40.7K -2,786 -19%
Comerica Bank
36
Comerica Bank
Texas
$185K – – –
JFG
37
Jefferies Financial Group
New York
$165K +$157K +10,725 New
AF
38
Allworth Financial
California
$93.9K +$89K +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 +$13.7K +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 +$5.25K +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
1
2
3

BGH Hedge Fund Activity: Q2 2025 in Review

47 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q2 2025, worth a combined $63.9M — up 11% from $57.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BGH positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.52M. The largest seller was TSP Capital Management Group, exiting entirely with an estimated $4.9M sold.

  • 47 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q2 2025, up from 46 in Q1 2025.
  • Funds reported $63.9M of Barings Global Short Duration High Yield Fund stock for Q2 2025, up 11% quarter-over-quarter.
  • 5 funds opened new Barings Global Short Duration High Yield Fund positions in Q2 2025 and 4 closed out, a net change of +1 holder.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q2 2025 was Wells Fargo, an estimated $1.52M added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q2 2025 was TSP Capital Management Group, an estimated $4.9M sold.

Based on aggregated 13F filings for Q2 2025.