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BGH

Barings Global Short Duration High Yield Fund

37 hedge funds and large institutions have $39.8M invested in Barings Global Short Duration High Yield Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $35.3M → $39.8M (+$4.54M)

0.19% less ownership

Funds ownership: 14.17%13.98% (-0.19%)

16% less funds holding

Funds holding: 4437 (-7)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
37
Holders Change
-7
Holders Change %
-15.91%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
12
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$4.89M -$76.6K -6,599 -2%
TCMG
2
TSP Capital Management Group
New Jersey
$4.59M
Invesco
3
Invesco
Georgia
$3.88M -$334K -28,764 -9%
GC
4
Guggenheim Capital
Illinois
$3.33M -$64K -5,515 -2%
Morgan Stanley
5
Morgan Stanley
New York
$3.15M +$414K +35,687 +17%
RCM
6
Rivernorth Capital Management
Florida
$2.63M +$2.43M +209,227 New
SIA
7
Sit Investment Associates
Minnesota
$1.92M -$188K -16,207 -10%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.83M +$731K +62,997 +77%
First Trust Advisors
9
First Trust Advisors
Illinois
$1.67M -$200K -17,211 -11%
RJA
10
Raymond James & Associates
Florida
$1.53M +$319K +27,516 +29%
UBS Group
11
UBS Group
Switzerland
$1.42M -$15.2K -1,309 -1%
SFS
12
Shaker Financial Services
Virginia
$1.3M +$757K +65,226 +170%
Bank of America
13
Bank of America
North Carolina
$1.2M -$306K -26,369 -22%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$815K +$37.1K +3,200 +5%
WAM
15
Wolverine Asset Management
Illinois
$753K -$2.03K -175 -0.3%
Truist Financial
16
Truist Financial
North Carolina
$544K -$36K -3,105 -7%
AA
17
AQR Arbitrage
Connecticut
$523K +$349K +30,044 +260%
FFG
18
Ford Financial Group
California
$510K +$5.83K +502 +1%
CIA
19
Capital Investment Advisors
Georgia
$409K -$6.67K -575 -2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$378K -$48.5K -4,179 -12%
WS
21
Wedbush Securities
California
$343K
SWM
22
SeaCrest Wealth Management
New York
$289K -$24.1K -2,074 -8%
VC
23
Vicus Capital
Pennsylvania
$279K +$61.2K +5,273 +31%
Goldman Sachs
24
Goldman Sachs
New York
$239K -$335K -28,836 -60%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$199K -$12.9K -1,107 -7%

BGH Hedge Fund Activity: Q2 2020 in Review

37 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q2 2020, worth a combined $39.8M — up 13% from $35.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BGH and 2 opened new positions — a net loss of 7 holders — while 15 trimmed existing stakes and 12 added.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $2.43M. The largest seller was Saba Capital Management, exiting entirely with an estimated $2.05M sold.

  • 37 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q2 2020, down from 44 in Q1 2020.
  • Funds reported $39.8M of Barings Global Short Duration High Yield Fund stock for Q2 2020, up 13% quarter-over-quarter.
  • 2 funds opened new Barings Global Short Duration High Yield Fund positions in Q2 2020 and 9 closed out, a net change of -7 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q2 2020 was Rivernorth Capital Management, an estimated $2.43M added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q2 2020 was Saba Capital Management, an estimated $2.05M sold.

Based on aggregated 13F filings for Q2 2020.