Barings Global Short Duration High Yield Fund
BGH
33 hedge funds and large institutions have $51.9M invested in Barings Global Short Duration High Yield Fund in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 6 closing their positions.
2.67% less ownership
Funds ownership: 17.16% → 14.49% (-2.7%)
3% less funds holding
Funds holding: 34 → 33 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
84% less capital inflows, than outflows
Capital inflows: $1.73M | Capital outflows: $10.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Laurion Capital Management
New York
|
+$352K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$192K |
| 3 |
WKWM
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
+$192K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$178K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$176K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parametric Portfolio Associates
Seattle,
Washington
|
-$3.96M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.15M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1.22M |
| 4 |
Wolverine Asset Management
Chicago,
Illinois
|
-$802K |
| 5 |
LPL Financial
San Diego,
California
|
-$503K |
BGH Hedge Fund Activity: Q2 2016 in Review
33 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q2 2016, worth a combined $51.9M — down 9.6% from $57.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of BGH and 5 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 8 added.
The largest buyer was Laurion Capital Management, adding an estimated $352K. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $3.96M sold.
- 33 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q2 2016, down from 34 in Q1 2016.
- Funds reported $51.9M of Barings Global Short Duration High Yield Fund stock for Q2 2016, down 9.6% quarter-over-quarter.
- 5 funds opened new Barings Global Short Duration High Yield Fund positions in Q2 2016 and 6 closed out, a net change of -1 holder.
- The largest Barings Global Short Duration High Yield Fund buyer in Q2 2016 was Laurion Capital Management, an estimated $352K added.
- The largest Barings Global Short Duration High Yield Fund seller in Q2 2016 was Parametric Portfolio Associates, an estimated $3.96M sold.
Based on aggregated 13F filings for Q2 2016.