Barings Global Short Duration High Yield Fund
BGH
42 hedge funds and large institutions have $49.9M invested in Barings Global Short Duration High Yield Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
11% more funds holding
Funds holding: 38 → 42 (+4)
10% more capital invested
Capital invested by funds: $45.4M → $49.9M (+$4.46M)
1.23% more ownership
Funds ownership: 11.33% → 12.55% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.1M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$850K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$650K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$509K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$464K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.03M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$723K |
| 3 |
OFG
OTA Financial Group
Purchase,
New York
|
-$306K |
| 4 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$273K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$190K |
BGH Hedge Fund Activity: Q4 2019 in Review
42 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q4 2019, worth a combined $49.9M — up 9.8% from $45.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BGH positions and 5 closed out — a net gain of 6 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $3.1M. The largest seller was Wells Fargo, cutting an estimated $1.03M.
- 42 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q4 2019, up from 38 in Q3 2019.
- Funds reported $49.9M of Barings Global Short Duration High Yield Fund stock for Q4 2019, up 9.8% quarter-over-quarter.
- 11 funds opened new Barings Global Short Duration High Yield Fund positions in Q4 2019 and 5 closed out, a net change of +6 holders.
- The largest Barings Global Short Duration High Yield Fund buyer in Q4 2019 was Sit Investment Associates, an estimated $3.1M added.
- The largest Barings Global Short Duration High Yield Fund seller in Q4 2019 was Wells Fargo, an estimated $1.03M sold.
Based on aggregated 13F filings for Q4 2019.