Barings Global Short Duration High Yield Fund
BGH
48 hedge funds and large institutions have $53.2M invested in Barings Global Short Duration High Yield Fund in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
33% more funds holding
Funds holding: 36 → 48 (+12)
4.1% more ownership
Funds ownership: 12.55% → 16.65% (+4.1%)
3% less capital invested
Capital invested by funds: $55M → $53.2M (-$1.73M)
27% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
+$5.44M |
| 2 |
SCM
Saba Capital Management
New York
|
+$2.62M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.53M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$2.04M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$715K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$613K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$478K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$261K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$218K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| – | -$35K | -1,825 | Closed |
|
|
EFSCE
52
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$34K | -1,752 | Closed |
|
|
SWP
53
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$15K | -785 | Closed |
|
BGH Hedge Fund Activity: Q4 2018 in Review
48 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q4 2018, worth a combined $53.2M — down 3.1% from $55M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BGH positions and 5 closed out — a net gain of 12 holders — while 11 added to existing stakes and 15 trimmed.
The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $5.44M. The largest seller was Invesco, cutting an estimated $715K.
- 48 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q4 2018, up from 36 in Q3 2018.
- Funds reported $53.2M of Barings Global Short Duration High Yield Fund stock for Q4 2018, down 3.1% quarter-over-quarter.
- 17 funds opened new Barings Global Short Duration High Yield Fund positions in Q4 2018 and 5 closed out, a net change of +12 holders.
- The largest Barings Global Short Duration High Yield Fund buyer in Q4 2018 was TSP Capital Management Group, an estimated $5.44M added.
- The largest Barings Global Short Duration High Yield Fund seller in Q4 2018 was Invesco, an estimated $715K sold.
Based on aggregated 13F filings for Q4 2018.