Barings Global Short Duration High Yield Fund
BGH
31 hedge funds and large institutions have $64.5M invested in Barings Global Short Duration High Yield Fund in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
115% more capital inflows, than outflows
Capital inflows: $11.7M | Capital outflows: $5.43M
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
11% more funds holding
Funds holding: 28 → 31 (+3)
1.53% more ownership
Funds ownership: 13.01% → 14.54% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$4.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.5M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.12M |
| 4 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$993K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$987K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$3.94M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$629K |
| 3 |
Laurion Capital Management
New York
|
-$472K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$288K |
| 5 |
Sit Investment Associates
Minneapolis,
Minnesota
|
-$34K |
BGH Hedge Fund Activity: Q1 2017 in Review
31 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q1 2017, worth a combined $64.5M — up 14% from $56.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BGH positions and 3 closed out — a net gain of 4 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $4.5M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $3.94M sold.
- 31 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q1 2017, up from 28 in Q4 2016.
- Funds reported $64.5M of Barings Global Short Duration High Yield Fund stock for Q1 2017, up 14% quarter-over-quarter.
- 7 funds opened new Barings Global Short Duration High Yield Fund positions in Q1 2017 and 3 closed out, a net change of +4 holders.
- The largest Barings Global Short Duration High Yield Fund buyer in Q1 2017 was Kovitz Investment Group Partners, an estimated $4.5M added.
- The largest Barings Global Short Duration High Yield Fund seller in Q1 2017 was Rivernorth Capital Management, an estimated $3.94M sold.
Based on aggregated 13F filings for Q1 2017.