Barings Global Short Duration High Yield Fund
BGH
34 hedge funds and large institutions have $57.4M invested in Barings Global Short Duration High Yield Fund in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 11 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
0.81% less ownership
Funds ownership: 17.97% → 17.16% (-0.81%)
3% less capital invested
Capital invested by funds: $59.5M → $57.4M (-$2.03M)
23% less funds holding
Funds holding: 44 → 34 (-10)
82% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 11
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.64M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$404K |
| 3 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
+$375K |
| 4 |
LPL Financial
San Diego,
California
|
+$199K |
| 5 |
Morgan Stanley
New York
|
+$194K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$930K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$902K |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$839K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$646K |
| 5 |
OFG
OTA Financial Group
Purchase,
New York
|
-$526K |
BGH Hedge Fund Activity: Q1 2016 in Review
34 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q1 2016, worth a combined $57.4M — down 3.4% from $59.5M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of BGH and 2 opened new positions — a net loss of 9 holders — while 12 trimmed existing stakes and 12 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $1.64M. The largest seller was SG Americas Securities, exiting entirely with an estimated $930K sold.
- 34 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q1 2016, down from 44 in Q4 2015.
- Funds reported $57.4M of Barings Global Short Duration High Yield Fund stock for Q1 2016, down 3.4% quarter-over-quarter.
- 2 funds opened new Barings Global Short Duration High Yield Fund positions in Q1 2016 and 11 closed out, a net change of -9 holders.
- The largest Barings Global Short Duration High Yield Fund buyer in Q1 2016 was Parametric Portfolio Associates, an estimated $1.64M added.
- The largest Barings Global Short Duration High Yield Fund seller in Q1 2016 was SG Americas Securities, an estimated $930K sold.
Based on aggregated 13F filings for Q1 2016.