Barings Global Short Duration High Yield Fund
BGH
38 hedge funds and large institutions have $45.4M invested in Barings Global Short Duration High Yield Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 7
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
9% more funds holding
Funds holding: 35 → 38 (+3)
0.04% less ownership
Funds ownership: 11.36% → 11.33% (-0.04%)
2% less capital invested
Capital invested by funds: $46.2M → $45.4M (-$807K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$368K |
| 2 |
OFG
OTA Financial Group
Purchase,
New York
|
+$314K |
| 3 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$244K |
| 4 |
LPL Financial
San Diego,
California
|
+$181K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$745K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$660K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$307K |
| 4 |
AFNAS
American Financial Network Advisory Services
Calabasas,
California
|
-$281K |
| 5 |
Morgan Stanley
New York
|
-$113K |
BGH Hedge Fund Activity: Q3 2019 in Review
38 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q3 2019, worth a combined $45.4M — down 1.7% from $46.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BGH positions and 3 closed out — a net gain of 3 holders — while 21 added to existing stakes and 7 trimmed.
The largest buyer was Wells Fargo, adding an estimated $368K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $745K sold.
- 38 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q3 2019, up from 35 in Q2 2019.
- Funds reported $45.4M of Barings Global Short Duration High Yield Fund stock for Q3 2019, down 1.7% quarter-over-quarter.
- 6 funds opened new Barings Global Short Duration High Yield Fund positions in Q3 2019 and 3 closed out, a net change of +3 holders.
- The largest Barings Global Short Duration High Yield Fund buyer in Q3 2019 was Wells Fargo, an estimated $368K added.
- The largest Barings Global Short Duration High Yield Fund seller in Q3 2019 was Sit Investment Associates, an estimated $745K sold.
Based on aggregated 13F filings for Q3 2019.