Barings Global Short Duration High Yield Fund
BGH
55 hedge funds and large institutions have $85.1M invested in Barings Global Short Duration High Yield Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 8 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 16
21% more capital invested
Capital invested by funds: $70.5M → $85.1M (+$14.6M)
4.21% more ownership
Funds ownership: 27.32% → 31.53% (+4.2%)
5% less funds holding
Funds holding: 58 → 55 (-3)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.27M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.02M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$748K |
| 4 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
+$739K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$687K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$732K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$657K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$403K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$385K |
| 5 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
-$185K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GEA
51
Glen Eagle Advisors
Kingston,
New Jersey
| $22.8K | – | – | – |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $14.3K | – | – | – |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $13K | – | – | – |
|
|
FIA
54
FNY Investment Advisers
New York
| $10K | – | – | – |
|
|
BWM
55
Baystate Wealth Management
Boston,
Massachusetts
| $6.78K | +$6.45K | +504 | New |
|
56
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$143K | -11,253 | Closed |
|
|
MOS
57
MGO One Seven
Beachwood,
Ohio
| – | -$139K | -10,938 | Closed |
|
58
Stifel Financial
St. Louis,
Missouri
| – | -$133K | -10,471 | Closed |
|
|
IP
59
Ignite Planners
San Clemente,
California
| – | -$129K | -10,311 | Closed |
|
|
SIS
60
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$27.9K | -2,200 | Closed |
|
|
RW
61
RVW Wealth
Los Angeles,
California
| – | -$22.5K | -1,775 | Closed |
|
|
HGERS
62
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$15.9K | -1,251 | Closed |
|
|
TRCT
63
Tower Research Capital (TRC)
New York
| – | -$1.85K | -146 | Closed |
|
BGH Hedge Fund Activity: Q4 2023 in Review
55 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q4 2023, worth a combined $85.1M — up 21% from $70.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of BGH and 5 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 21 added.
The largest buyer was Morgan Stanley, adding an estimated $7.27M. The largest seller was Vivaldi Capital Management, cutting an estimated $732K.
- 55 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q4 2023, down from 58 in Q3 2023.
- Funds reported $85.1M of Barings Global Short Duration High Yield Fund stock for Q4 2023, up 21% quarter-over-quarter.
- 5 funds opened new Barings Global Short Duration High Yield Fund positions in Q4 2023 and 8 closed out, a net change of -3 holders.
- The largest Barings Global Short Duration High Yield Fund buyer in Q4 2023 was Morgan Stanley, an estimated $7.27M added.
- The largest Barings Global Short Duration High Yield Fund seller in Q4 2023 was Vivaldi Capital Management, an estimated $732K sold.
Based on aggregated 13F filings for Q4 2023.