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BGH

Barings Global Short Duration High Yield Fund
BGH

46 hedge funds and large institutions have $61.3M invested in Barings Global Short Duration High Yield Fund in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

31% more capital invested

Capital invested by funds: $46.8M → $61.3M (+$14.4M)

21% more funds holding

Funds holding: 38 → 46 (+8)

4.57% more ownership

Funds ownership: 15.68% → 20.24% (+4.6%)

Holders
46
Holders Change
+8
Holders Change %
+21.05%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
16
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCMG
TSP Capital Management Group
New Jersey
+$5.11M
2
RCM
Rivernorth Capital Management
Florida
+$5.09M
3
Wells Fargo
Wells Fargo
California
+$1.45M
4
SIA
Sit Investment Associates
Minnesota
+$1.28M
5
Millennium Management
Millennium Management
New York
+$481K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.35M
2
GC
Guggenheim Capital
Illinois
-$499K
3
WS
Wedbush Securities
California
-$357K
4
RJA
Raymond James & Associates
Florida
-$345K
5
UBS Group
UBS Group
Switzerland
-$313K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$9.79M +$1.28M +91,392 +16%
Wells Fargo
2
Wells Fargo
California
$8.29M +$1.45M +103,465 +23%
RCM
3
Rivernorth Capital Management
Florida
$6.87M +$5.09M +364,251 +399%
TCMG
4
TSP Capital Management Group
New Jersey
$5.52M +$5.11M +365,946 New
Invesco
5
Invesco
Georgia
$4.04M -$62.4K -4,468 -2%
Morgan Stanley
6
Morgan Stanley
New York
$3.94M +$158K +11,296 +5%
GC
7
Guggenheim Capital
Illinois
$3.58M -$499K -35,712 -13%
First Trust Advisors
8
First Trust Advisors
Illinois
$1.97M -$29.1K -2,082 -2%
SFS
9
Shaker Financial Services
Virginia
$1.85M +$23K +1,643 +1%
UBS Group
10
UBS Group
Switzerland
$1.45M -$313K -22,429 -19%
Bank of America
11
Bank of America
North Carolina
$1.29M +$30.1K +2,156 +3%
RJA
12
Raymond James & Associates
Florida
$1.29M -$345K -24,673 -22%
MAFM
13
Mid Atlantic Financial Management
Pennsylvania
$1.16M +$74.1K +5,300 +7%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.08M -$1.35M -96,424 -57%
CIA
15
Capital Investment Advisors
Georgia
$848K +$70.4K +5,038 +10%
Truist Financial
16
Truist Financial
North Carolina
$756K +$22.3K +1,595 +3%
AA
17
AQR Arbitrage
Connecticut
$752K -$18.1K -1,295 -3%
WAM
18
Wolverine Asset Management
Illinois
$548K -$198K -14,145 -28%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$546K +$49.7K +3,557 +11%
FFG
20
Ford Financial Group
California
$532K -$79.2K -5,664 -14%
Millennium Management
21
Millennium Management
New York
$519K +$481K +34,410 New
LCM
22
Landscape Capital Management
New Jersey
$414K +$383K +27,421 New
PPA
23
Parametric Portfolio Associates
Washington
$390K +$361K +25,818 New
CRC
24
Curi RMB Capital
Illinois
$384K +$356K +25,444 New
VC
25
Vicus Capital
Pennsylvania
$350K +$3.72K +266 +1%
1
2 3

BGH Hedge Fund Activity: Q4 2020 in Review

46 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q4 2020, worth a combined $61.3M — up 31% from $46.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BGH positions and 5 closed out — a net gain of 8 holders — while 16 added to existing stakes and 12 trimmed.

The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $5.11M. The largest seller was Osaic Holdings, cutting an estimated $1.35M.

  • 46 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q4 2020, up from 38 in Q3 2020.
  • Funds reported $61.3M of Barings Global Short Duration High Yield Fund stock for Q4 2020, up 31% quarter-over-quarter.
  • 13 funds opened new Barings Global Short Duration High Yield Fund positions in Q4 2020 and 5 closed out, a net change of +8 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q4 2020 was TSP Capital Management Group, an estimated $5.11M added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q4 2020 was Osaic Holdings, an estimated $1.35M sold.

Based on aggregated 13F filings for Q4 2020.