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BGH

Barings Global Short Duration High Yield Fund

53 hedge funds and large institutions have $71.9M invested in Barings Global Short Duration High Yield Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

17% more capital invested

Capital invested by funds: $61.3M → $71.9M (+$10.6M)

15% more funds holding

Funds holding: 4653 (+7)

2.04% more ownership

Funds ownership: 20.24%22.28% (+2%)

Holders
53
Holders Change
+7
Holders Change %
+15.22%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
17
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$10.4M -$43.9K -2,829 -0.4%
Wells Fargo
2
Wells Fargo
California
$9.29M +$443K +28,571 +5%
RCM
3
Rivernorth Capital Management
Florida
$8.46M +$1.1M +70,826 +16%
Morgan Stanley
4
Morgan Stanley
New York
$7.32M +$3.01M +194,161 +74%
TCMG
5
TSP Capital Management Group
New Jersey
$6.05M +$156K +10,030 +3%
Invesco
6
Invesco
Georgia
$4.34M +$37.4K +2,412 +0.9%
GC
7
Guggenheim Capital
Illinois
$4.33M +$504K +32,489 +14%
First Trust Advisors
8
First Trust Advisors
Illinois
$2.17M +$70K +4,517 +3%
SFS
9
Shaker Financial Services
Virginia
$2.05M +$71.7K +4,625 +4%
RJA
10
Raymond James & Associates
Florida
$2.03M +$636K +41,044 +48%
UBS Group
11
UBS Group
Switzerland
$1.39M -$150K -9,658 -10%
Bank of America
12
Bank of America
North Carolina
$1.22M -$149K -9,591 -11%
MAFM
13
Mid Atlantic Financial Management
Pennsylvania
$1.21M -$31K -2,000 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.15M +$6.28K +405 +0.6%
CIA
15
Capital Investment Advisors
Georgia
$1.06M +$146K +9,423 +17%
Truist Financial
16
Truist Financial
North Carolina
$848K +$41.1K +2,649 +5%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$800K +$771K +49,731 New
6M
18
6 Meridian
Kansas
$710K +$685K +44,172 New
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$648K +$310K +19,972 +98%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$582K
PPA
21
Parametric Portfolio Associates
Washington
$468K +$51.3K +3,308 +13%
JG
22
Jefferies Group
New York
$402K +$388K +25,016 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$369K +$356K +22,938 New
AA
24
AQR Arbitrage
Connecticut
$358K -$427K -27,563 -55%
SWM
25
SeaCrest Wealth Management
New York
$328K -$28.2K -1,817 -8%

BGH Hedge Fund Activity: Q1 2021 in Review

53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q1 2021, worth a combined $71.9M — up 17% from $61.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BGH positions and 7 closed out — a net gain of 8 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.01M. The largest seller was Wolverine Asset Management, cutting an estimated $533K.

  • 53 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q1 2021, up from 46 in Q4 2020.
  • Funds reported $71.9M of Barings Global Short Duration High Yield Fund stock for Q1 2021, up 17% quarter-over-quarter.
  • 15 funds opened new Barings Global Short Duration High Yield Fund positions in Q1 2021 and 7 closed out, a net change of +8 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q1 2021 was Morgan Stanley, an estimated $3.01M added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q1 2021 was Wolverine Asset Management, an estimated $533K sold.

Based on aggregated 13F filings for Q1 2021.