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BGH

Barings Global Short Duration High Yield Fund
BGH

56 hedge funds and large institutions have $77.1M invested in Barings Global Short Duration High Yield Fund in 2023 Q1 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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 56 → 56 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2.58% less ownership

Funds ownership: 32.35% → 29.77% (-2.6%)

7% less capital invested

Capital invested by funds: $82.5M → $77.1M (-$5.38M)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$636K
2
GC
Guggenheim Capital
Illinois
+$545K
3
RJA
Raymond James & Associates
Florida
+$429K
4
Wells Fargo
Wells Fargo
California
+$297K
5
WAM
Wolverine Asset Management
Illinois
+$252K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$2.35M
2
GA
GraniteShares Advisors
New York
-$2.23M
3
SIA
Sit Investment Associates
Minnesota
-$1.06M
4
First Trust Advisors
First Trust Advisors
Illinois
-$761K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$713K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
51
Belpointe Asset Management
Nevada
$28K +$28.9K +2,170 New
AAS
52
Ameritas Advisory Services
Nebraska
$25.5K +$26.2K +1,971 New
Lazard Asset Management
53
Lazard Asset Management
New York
$25K – – –
GEA
54
Glen Eagle Advisors
New Jersey
$21.9K -$6.65K -500 -23%
EC
55
Elequin Capital
New York
$17.7K -$34.6K -2,601 -65%
HGERS
56
Householder Group Estate & Retirement Specialist
Arizona
$16K +$16.6K +1,251 New
FIA
57
FNY Investment Advisers
New York
$10K – – –
GA
58
GraniteShares Advisors
New York
– -$2.23M -175,915 Closed
ICMP
59
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$146K -11,397 Closed
CAN
60
Cetera Advisor Networks
California
– -$140K -11,054 Closed
MC
61
Matisse Capital
Oregon
– -$139K -10,988 Closed
LPL Financial
62
LPL Financial
California
– -$131K -10,315 Closed
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
– -$98K -7,800 Closed
MCC
64
Money Concepts Capital
Florida
– -$45.9K -3,620 Closed
1 2
3

BGH Hedge Fund Activity: Q1 2023 in Review

56 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q1 2023, worth a combined $77.1M — down 6.5% from $82.5M a quarter earlier.

Fund positioning in BGH was balanced in Q1 2023: 7 funds opened new positions, 7 closed out, 18 added to existing stakes and 23 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $636K. The largest seller was Saba Capital Management, cutting an estimated $2.35M.

  • 56 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $77.1M of Barings Global Short Duration High Yield Fund stock for Q1 2023, down 6.5% quarter-over-quarter.
  • 7 funds opened new Barings Global Short Duration High Yield Fund positions in Q1 2023 and 7 closed out, a net change of 0 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q1 2023 was Hennion & Walsh Asset Management, an estimated $636K added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q1 2023 was Saba Capital Management, an estimated $2.35M sold.

Based on aggregated 13F filings for Q1 2023.