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BGH

Barings Global Short Duration High Yield Fund

44 hedge funds and large institutions have $35.3M invested in Barings Global Short Duration High Yield Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

5% more funds holding

Funds holding: 4244 (+2)

1.62% more ownership

Funds ownership: 12.55%14.17% (+1.6%)

29% less capital invested

Capital invested by funds: $49.9M → $35.3M (-$14.6M)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$4.4M +$995K +62,075 +19%
Invesco
2
Invesco
Georgia
$3.76M +$734K +45,801 +16%
TCMG
3
TSP Capital Management Group
New Jersey
$3.65M
GC
4
Guggenheim Capital
Illinois
$3.01M -$177K -11,029 -4%
Morgan Stanley
5
Morgan Stanley
New York
$2.39M -$3.69K -230 -0.1%
SCM
6
Saba Capital Management
New York
$2.05M +$2.95M +183,967 New
SIA
7
Sit Investment Associates
Minnesota
$1.88M -$203K -12,671 -7%
First Trust Advisors
8
First Trust Advisors
Illinois
$1.67M -$106K -6,643 -4%
Bank of America
9
Bank of America
North Carolina
$1.35M -$607K -37,855 -24%
UBS Group
10
UBS Group
Switzerland
$1.27M +$622K +38,808 +52%
RJA
11
Raymond James & Associates
Florida
$1.05M +$43.8K +2,732 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$915K +$1.32M +82,236 New
MAFM
13
Mid Atlantic Financial Management
Pennsylvania
$686K -$49.7K -3,100 -5%
WAM
14
Wolverine Asset Management
Illinois
$668K +$485K +30,245 +101%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$622K +$74.8K +4,670 +9%
Goldman Sachs
16
Goldman Sachs
New York
$533K +$767K +47,861 New
Truist Financial
17
Truist Financial
North Carolina
$517K -$55.8K -3,482 -7%
OFG
18
OTA Financial Group
New York
$467K +$673K +41,984 New
FFG
19
Ford Financial Group
California
$446K -$24.8K -1,549 -4%
SFS
20
Shaker Financial Services
Virginia
$426K +$410K +25,574 +201%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$382K +$26.9K +1,680 +5%
CIA
22
Capital Investment Advisors
Georgia
$369K +$56.1K +3,500 +12%
WS
23
Wedbush Securities
California
$304K -$15.1K -945 -3%
SWM
24
SeaCrest Wealth Management
New York
$279K -$11.8K -734 -3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$189K -$5.95K -371 -2%

BGH Hedge Fund Activity: Q1 2020 in Review

44 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q1 2020, worth a combined $35.3M — down 29% from $49.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BGH positions and 6 closed out — a net gain of 4 holders — while 12 added to existing stakes and 19 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $2.95M. The largest seller was Bank of America, cutting an estimated $607K.

  • 44 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q1 2020, up from 42 in Q4 2019.
  • Funds reported $35.3M of Barings Global Short Duration High Yield Fund stock for Q1 2020, down 29% quarter-over-quarter.
  • 10 funds opened new Barings Global Short Duration High Yield Fund positions in Q1 2020 and 6 closed out, a net change of +4 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q1 2020 was Saba Capital Management, an estimated $2.95M added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q1 2020 was Bank of America, an estimated $607K sold.

Based on aggregated 13F filings for Q1 2020.