Barings Global Short Duration High Yield Fund
BGH
53 hedge funds and large institutions have $71.9M invested in Barings Global Short Duration High Yield Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
17% more capital invested
Capital invested by funds: $61.3M → $71.9M (+$10.6M)
15% more funds holding
Funds holding: 46 → 53 (+7)
2.04% more ownership
Funds ownership: 20.24% → 22.28% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.01M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.1M |
| 3 |
6M
6 Meridian
Wichita,
Kansas
|
+$685K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$636K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$504K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$533K |
| 2 |
FFG
Ford Financial Group
Fresno,
California
|
-$532K |
| 3 |
Millennium Management
New York
|
-$519K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$427K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$414K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWP
51
TFO Wealth Partners
Maumee,
Ohio
| $16K | +$15.5K | +999 | New |
|
|
AIC
52
Ameritas Investment Company
Lincoln,
Nebraska
| $3.22K | +$3.1K | +200 | New |
|
|
FFG
53
Ford Financial Group
Fresno,
California
| – | -$532K | -35,297 | Closed |
|
|
54
Millennium Management
New York
| – | -$519K | -34,410 | Closed |
|
|
LCM
55
Landscape Capital Management
Englewood,
New Jersey
| – | -$414K | -27,421 | Closed |
|
|
CRC
56
Curi RMB Capital
Chicago,
Illinois
| – | -$384K | -25,444 | Closed |
|
57
M&T Bank
Buffalo,
New York
| – | -$226K | -15,007 | Closed |
|
58
Citigroup
New York
| – | -$173K | -11,459 | Closed |
|
|
PCIA
59
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$4K | -275 | Closed |
|
60
Fidelity Investments
Boston,
Massachusetts
| – | +$16 | +1 | New |
|
BGH Hedge Fund Activity: Q1 2021 in Review
53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q1 2021, worth a combined $71.9M — up 17% from $61.3M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BGH positions and 7 closed out — a net gain of 8 holders — while 17 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.01M. The largest seller was Wolverine Asset Management, cutting an estimated $533K.
- 53 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q1 2021, up from 46 in Q4 2020.
- Funds reported $71.9M of Barings Global Short Duration High Yield Fund stock for Q1 2021, up 17% quarter-over-quarter.
- 15 funds opened new Barings Global Short Duration High Yield Fund positions in Q1 2021 and 7 closed out, a net change of +8 holders.
- The largest Barings Global Short Duration High Yield Fund buyer in Q1 2021 was Morgan Stanley, an estimated $3.01M added.
- The largest Barings Global Short Duration High Yield Fund seller in Q1 2021 was Wolverine Asset Management, an estimated $533K sold.
Based on aggregated 13F filings for Q1 2021.