Barings Global Short Duration High Yield Fund
BGH
28 hedge funds and large institutions have $56.7M invested in Barings Global Short Duration High Yield Fund in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 9 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
66% more capital inflows, than outflows
Capital inflows: $12M | Capital outflows: $7.25M
1.3% more ownership
Funds ownership: 11.71% → 13.01% (+1.3%)
13% less funds holding
Funds holding: 32 → 28 (-4)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Laurion Capital Management
New York
|
+$3.42M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.08M |
| 3 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.84M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.57M |
| 5 |
Morgan Stanley
New York
|
+$628K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$4.28M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$912K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$349K |
| 4 |
Virtu KCG Holdings
New York
|
-$344K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$291K |
BGH Hedge Fund Activity: Q4 2016 in Review
28 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q4 2016, worth a combined $56.7M — up 13% from $50.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BGH and 5 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 12 added.
The largest buyer was Laurion Capital Management, adding an estimated $3.42M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $4.28M sold.
- 28 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q4 2016, down from 32 in Q3 2016.
- Funds reported $56.7M of Barings Global Short Duration High Yield Fund stock for Q4 2016, up 13% quarter-over-quarter.
- 5 funds opened new Barings Global Short Duration High Yield Fund positions in Q4 2016 and 9 closed out, a net change of -4 holders.
- The largest Barings Global Short Duration High Yield Fund buyer in Q4 2016 was Laurion Capital Management, an estimated $3.42M added.
- The largest Barings Global Short Duration High Yield Fund seller in Q4 2016 was Kovitz Investment Group Partners, an estimated $4.28M sold.
Based on aggregated 13F filings for Q4 2016.