Barings Global Short Duration High Yield Fund
BGH
56 hedge funds and large institutions have $82.5M invested in Barings Global Short Duration High Yield Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 7 closing their positions.
7% more capital invested
Capital invested by funds: $77.4M → $82.5M (+$5.1M)
2.55% more ownership
Funds ownership: 29.8% → 32.35% (+2.5%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
5% less funds holding
Funds holding: 59 → 56 (-3)
22% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
+$4.69M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$1.67M |
| 3 |
Morgan Stanley
New York
|
+$1.14M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$945K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$942K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$883K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$737K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$732K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$376K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EC
51
Elequin Capital
New York
| $50.4K | +$50.7K | +3,975 | New |
|
|
MCC
52
Money Concepts Capital
Palm Beach Gardens,
Florida
| $45.9K | +$46.2K | +3,620 | New |
|
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $31.3K | -$737K | -57,710 | -96% |
|
|
SWA
54
SOA Wealth Advisors
New York
| $28.4K | – | – | – |
|
|
GEA
55
Glen Eagle Advisors
Kingston,
New Jersey
| $27.9K | – | – | – |
|
56
Lazard Asset Management
New York
| $25K | – | – | – |
|
|
FIA
57
FNY Investment Advisers
New York
| $10K | +$1.28K | +100 | +14% |
|
|
WAM
58
Wolverine Asset Management
Chicago,
Illinois
| – | -$376K | -30,830 | Closed |
|
|
OFG
59
OTA Financial Group
Purchase,
New York
| – | -$264K | -21,608 | Closed |
|
|
LSC
60
Logan Stone Capital
Chicago,
Illinois
| – | -$259K | -21,173 | Closed |
|
|
QC
61
Quantedge Capital
Singapore
| – | -$137K | -11,201 | Closed |
|
|
FWM
62
Foresight Wealth Management
Draper,
Utah
| – | -$123K | -10,072 | Closed |
|
|
HGERS
63
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$15K | -1,251 | Closed |
|
|
MA
64
MUFG Americas
New York
| – | -$9K | -750 | Closed |
|
BGH Hedge Fund Activity: Q4 2022 in Review
56 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q4 2022, worth a combined $82.5M — up 6.6% from $77.4M a quarter earlier.
Fund positioning in BGH was balanced in Q4 2022: 7 funds opened new positions, 7 closed out, 18 added to existing stakes and 23 trimmed.
The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $4.69M. The largest seller was Shaker Financial Services, cutting an estimated $1M.
- 56 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q4 2022, down from 59 in Q3 2022.
- Funds reported $82.5M of Barings Global Short Duration High Yield Fund stock for Q4 2022, up 6.6% quarter-over-quarter.
- 7 funds opened new Barings Global Short Duration High Yield Fund positions in Q4 2022 and 7 closed out, a net change of 0 holders.
- The largest Barings Global Short Duration High Yield Fund buyer in Q4 2022 was TSP Capital Management Group, an estimated $4.69M added.
- The largest Barings Global Short Duration High Yield Fund seller in Q4 2022 was Shaker Financial Services, an estimated $1M sold.
Based on aggregated 13F filings for Q4 2022.