Barings Global Short Duration High Yield Fund
BGH
30 hedge funds and large institutions have $40.3M invested in Barings Global Short Duration High Yield Fund in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 4 closing their positions.
404% more capital inflows, than outflows
Capital inflows: $12.8M | Capital outflows: $2.54M
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 29 → 30 (+1)
2.09% more ownership
Funds ownership: 6.14% → 8.23% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
+$7.65M |
| 2 |
Guggenheim Capital
Chicago,
Illinois
|
+$2.12M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.04M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$674K |
| 5 |
WKWM
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Third Avenue Management
New York
|
-$2.01M |
| 2 |
Oppenheimer & Co
New York
|
-$202K |
| 3 |
Tower Research Capital (TRC)
New York
|
-$173K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$96K |
| 5 |
ADBIC
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
-$30.5K |
BGH Hedge Fund Activity: Q2 2014 in Review
30 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q2 2014, worth a combined $40.3M — up 9% from $37M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BGH positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 4 trimmed.
The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $7.65M. The largest seller was Third Avenue Management, exiting entirely with an estimated $2.01M sold.
- 30 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q2 2014, up from 29 in Q1 2014.
- Funds reported $40.3M of Barings Global Short Duration High Yield Fund stock for Q2 2014, up 9% quarter-over-quarter.
- 5 funds opened new Barings Global Short Duration High Yield Fund positions in Q2 2014 and 4 closed out, a net change of +1 holder.
- The largest Barings Global Short Duration High Yield Fund buyer in Q2 2014 was TSP Capital Management Group, an estimated $7.65M added.
- The largest Barings Global Short Duration High Yield Fund seller in Q2 2014 was Third Avenue Management, an estimated $2.01M sold.
Based on aggregated 13F filings for Q2 2014.