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BGH

Barings Global Short Duration High Yield Fund
BGH

53 hedge funds and large institutions have $97.3M invested in Barings Global Short Duration High Yield Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $85.3M → $97.3M (+$12M)

6% more funds holding

Funds holding: 50 → 53 (+3)

3.03% more ownership

Funds ownership: 22.97% → 26.01% (+3%)

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$4.39M
2
SIA
Sit Investment Associates
Minnesota
+$2.57M
3
NA
NewEdge Advisors
Louisiana
+$1.11M
4
Invesco
Invesco
Georgia
+$973K
5
SFS
Shaker Financial Services
Virginia
+$891K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.52M
2
Morgan Stanley
Morgan Stanley
New York
-$1.39M
3
FIA
FNY Investment Advisers
New York
-$157K
4
JG
Jefferies Group
New York
-$112K
5
CFA
Carroll Financial Associates
North Carolina
-$78K
Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
51
Glen Eagle Advisors
New Jersey
$38.1K – – –
SWA
52
SOA Wealth Advisors
New York
$37K – – –
RPCONE
53
Retirement Planning Company of New England
Rhode Island
$32K +$31.7K +1,866 New
FAG
54
Fortitude Advisory Group
Washington
$28K +$27.7K +1,630 New
FFWM
55
Future Financial Wealth Management
Ohio
$14K +$13.6K +800 New
FIA
56
FNY Investment Advisers
New York
– -$157K -9,214 Closed
CFA
57
Carroll Financial Associates
North Carolina
– -$78K -4,578 Closed
Citigroup
58
Citigroup
New York
– -$27K -1,554 Closed
KFI
59
Key Financial Inc
Pennsylvania
– -$9K -550 Closed
1 2
3

BGH Hedge Fund Activity: Q4 2021 in Review

53 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q4 2021, worth a combined $97.3M — up 14% from $85.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BGH positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.39M. The largest seller was Wells Fargo, cutting an estimated $1.52M.

  • 53 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q4 2021, up from 50 in Q3 2021.
  • Funds reported $97.3M of Barings Global Short Duration High Yield Fund stock for Q4 2021, up 14% quarter-over-quarter.
  • 9 funds opened new Barings Global Short Duration High Yield Fund positions in Q4 2021 and 5 closed out, a net change of +4 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $4.39M added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q4 2021 was Wells Fargo, an estimated $1.52M sold.

Based on aggregated 13F filings for Q4 2021.