Barings Global Short Duration High Yield Fund
BGH
24 hedge funds and large institutions have $38.7M invested in Barings Global Short Duration High Yield Fund in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 4 closing their positions.
332% more capital inflows, than outflows
Capital inflows: $13.3M | Capital outflows: $3.08M
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
4% more funds holding
Funds holding: 23 → 24 (+1)
2.19% more ownership
Funds ownership: 4.69% → 6.87% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS
Zurich,
Switzerland
|
+$3.59M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.19M |
| 3 |
TAM
Third Avenue Management
New York
|
+$1.88M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$1.16M |
| 5 |
Saba Capital Management
New York
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.35M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$439K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$238K |
| 4 |
Oppenheimer & Co
New York
|
-$26.6K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$18K |
BGH Hedge Fund Activity: Q4 2013 in Review
24 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q4 2013, worth a combined $38.7M — up 53% from $25.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BGH positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was UBS, adding an estimated $3.59M. The largest seller was Morgan Stanley, cutting an estimated $2.35M.
- 24 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q4 2013, up from 23 in Q3 2013.
- Funds reported $38.7M of Barings Global Short Duration High Yield Fund stock for Q4 2013, up 53% quarter-over-quarter.
- 6 funds opened new Barings Global Short Duration High Yield Fund positions in Q4 2013 and 4 closed out, a net change of +2 holders.
- The largest Barings Global Short Duration High Yield Fund buyer in Q4 2013 was UBS, an estimated $3.59M added.
- The largest Barings Global Short Duration High Yield Fund seller in Q4 2013 was Morgan Stanley, an estimated $2.35M sold.
Based on aggregated 13F filings for Q4 2013.