Barings Global Short Duration High Yield Fund
BGH
58 hedge funds and large institutions have $70.5M invested in Barings Global Short Duration High Yield Fund in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
18% more funds holding
Funds holding: 49 → 58 (+9)
0.47% less ownership
Funds ownership: 27.78% → 27.32% (-0.47%)
4% less capital invested
Capital invested by funds: $73.2M → $70.5M (-$2.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$488K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$473K |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$310K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$291K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$265K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$1.35M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$702K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$562K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$447K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$336K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWA
51
SOA Wealth Advisors
New York
| $28.4K | – | – | – |
|
|
SIS
52
Sound Income Strategies
Ft Lauderdale,
Florida
| $27.9K | +$29.2K | +2,200 | New |
|
|
RW
53
RVW Wealth
Los Angeles,
California
| $22.5K | +$23.5K | +1,775 | New |
|
|
GEA
54
Glen Eagle Advisors
Kingston,
New Jersey
| $21.6K | – | – | – |
|
|
HGERS
55
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $15.9K | +$16.6K | +1,251 | New |
|
56
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $13.5K | – | – | – |
|
57
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $12K | – | – | – |
|
|
FIA
58
FNY Investment Advisers
New York
| $10K | – | – | – |
|
|
TRCT
59
Tower Research Capital (TRC)
New York
| $1.85K | +$1.94K | +146 | New |
|
|
CHAM
60
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$295K | -22,615 | Closed |
|
61
Rockefeller Capital Management
New York
| – | -$102K | -7,800 | Closed |
|
|
SPIA
62
Steward Partners Investment Advisory
New York
| – | -$82.7K | -6,344 | Closed |
|
BGH Hedge Fund Activity: Q3 2023 in Review
58 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q3 2023, worth a combined $70.5M — down 3.7% from $73.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BGH positions and 3 closed out — a net gain of 9 holders — while 20 added to existing stakes and 15 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $488K. The largest seller was Vivaldi Capital Management, cutting an estimated $1.35M.
- 58 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q3 2023, up from 49 in Q2 2023.
- Funds reported $70.5M of Barings Global Short Duration High Yield Fund stock for Q3 2023, down 3.7% quarter-over-quarter.
- 12 funds opened new Barings Global Short Duration High Yield Fund positions in Q3 2023 and 3 closed out, a net change of +9 holders.
- The largest Barings Global Short Duration High Yield Fund buyer in Q3 2023 was Osaic Holdings, an estimated $488K added.
- The largest Barings Global Short Duration High Yield Fund seller in Q3 2023 was Vivaldi Capital Management, an estimated $1.35M sold.
Based on aggregated 13F filings for Q3 2023.