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BGH

Barings Global Short Duration High Yield Fund
BGH

44 hedge funds and large institutions have $59.5M invested in Barings Global Short Duration High Yield Fund in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

13% more funds holding

Funds holding: 39 → 44 (+5)

7% more capital invested

Capital invested by funds: $55.5M → $59.5M (+$3.93M)

2% more ownership

Funds ownership: 15.97% → 17.97% (+2%)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
14
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$3.15M
2
PPA
Parametric Portfolio Associates
Washington
+$2.27M
3
KIG
Kovitz Investment Group
Illinois
+$1.55M
4
RCM
Rivernorth Capital Management
Florida
+$1.37M
5
SG Americas Securities
SG Americas Securities
New York
+$964K

Top Sellers

1
DA
Doliver Advisors
Texas
-$1.71M
2
Bank of America
Bank of America
North Carolina
-$1.31M
3
GC
Guggenheim Capital
Illinois
-$770K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$738K
5
CRC
Curi RMB Capital
Illinois
-$583K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
51
Brookstone Capital Management
Illinois
– -$2K -112 Closed
1 2
3

BGH Hedge Fund Activity: Q4 2015 in Review

44 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q4 2015, worth a combined $59.5M — up 7.1% from $55.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BGH positions and 7 closed out — a net gain of 5 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $3.15M. The largest seller was Doliver Advisors, exiting entirely with an estimated $1.71M sold.

  • 44 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q4 2015, up from 39 in Q3 2015.
  • Funds reported $59.5M of Barings Global Short Duration High Yield Fund stock for Q4 2015, up 7.1% quarter-over-quarter.
  • 12 funds opened new Barings Global Short Duration High Yield Fund positions in Q4 2015 and 7 closed out, a net change of +5 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q4 2015 was Shaker Financial Services, an estimated $3.15M added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q4 2015 was Doliver Advisors, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2015.