Barings Global Short Duration High Yield Fund
BGH
47 hedge funds and large institutions have $65.9M invested in Barings Global Short Duration High Yield Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 8 closing their positions.
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
3.92% less ownership
Funds ownership: 25.57% → 21.65% (-3.9%)
11% less capital invested
Capital invested by funds: $74.1M → $65.9M (-$8.19M)
11% less funds holding
Funds holding: 53 → 47 (-6)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$768K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$698K |
| 3 |
Cohen & Steers
New York
|
+$225K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$219K |
| 5 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
+$161K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$5.25M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.2M |
| 3 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$1.13M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.09M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$1.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCM
51
Landscape Capital Management
Englewood,
New Jersey
| – | -$458K | -31,689 | Closed |
|
|
ICMP
52
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| – | -$195K | -13,490 | Closed |
|
53
Walleye Capital
New York
| – | -$186K | -12,841 | Closed |
|
|
ATPW
54
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$97.4K | -6,744 | Closed |
|
|
AWM
55
Avior Wealth Management
Omaha,
Nebraska
| – | -$11.7K | -812 | Closed |
|
BGH Hedge Fund Activity: Q3 2024 in Review
47 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q3 2024, worth a combined $65.9M — down 11% from $74.1M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of BGH and 3 opened new positions — a net loss of 5 holders — while 16 trimmed existing stakes and 15 added.
The largest buyer was Invesco, adding an estimated $768K. The largest seller was Rivernorth Capital Management, cutting an estimated $5.25M.
- 47 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q3 2024, down from 53 in Q2 2024.
- Funds reported $65.9M of Barings Global Short Duration High Yield Fund stock for Q3 2024, down 11% quarter-over-quarter.
- 3 funds opened new Barings Global Short Duration High Yield Fund positions in Q3 2024 and 8 closed out, a net change of -5 holders.
- The largest Barings Global Short Duration High Yield Fund buyer in Q3 2024 was Invesco, an estimated $768K added.
- The largest Barings Global Short Duration High Yield Fund seller in Q3 2024 was Rivernorth Capital Management, an estimated $5.25M sold.
Based on aggregated 13F filings for Q3 2024.