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BGH

Barings Global Short Duration High Yield Fund

63 hedge funds and large institutions have $98.6M invested in Barings Global Short Duration High Yield Fund in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

19% more funds holding

Funds holding: 5363 (+10)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

3.83% more ownership

Funds ownership: 26.01%29.84% (+3.8%)

1% more capital invested

Capital invested by funds: $97.3M → $98.6M (+$1.3M)

Holders
63
Holders Change
+10
Holders Change %
+18.87%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
20
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$13.7M -$28.7K -1,791 -0.2%
RCM
2
Rivernorth Capital Management
Florida
$10.1M +$3.07M +191,830 +42%
Morgan Stanley
3
Morgan Stanley
New York
$7.89M +$891K +55,647 +12%
Invesco
4
Invesco
Georgia
$7.71M +$884K +55,215 +12%
Wells Fargo
5
Wells Fargo
California
$7.71M -$1.01M -62,840 -11%
TCMG
6
TSP Capital Management Group
New Jersey
$5.84M
Cohen & Steers
7
Cohen & Steers
New York
$4.13M
SFS
8
Shaker Financial Services
Virginia
$3.87M +$260K +16,259 +7%
GC
9
Guggenheim Capital
Illinois
$3.69M -$567K -35,414 -13%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$2.73M +$388K +24,222 +16%
GA
11
GraniteShares Advisors
New York
$2.61M +$239K +14,954 +10%
RJA
12
Raymond James & Associates
Florida
$2.49M -$123K -7,680 -5%
SCM
13
Saba Capital Management
New York
$2.38M +$2.46M +153,555 New
First Trust Advisors
14
First Trust Advisors
Illinois
$2.25M -$15.1K -941 -0.6%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.67M +$438K +27,358 +34%
VCM
16
Vivaldi Capital Management
Illinois
$1.65M +$1.9M +118,839 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.44M +$1.49M +92,977 New
UBS Group
18
UBS Group
Switzerland
$1.3M -$1.2M -74,724 -47%
Bank of America
19
Bank of America
North Carolina
$1.25M -$28.8K -1,800 -2%
PAS
20
Park Avenue Securities
New York
$1.21M +$1.25M +77,975 New
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$1.07M +$56K +3,499 +5%
CIA
22
Capital Investment Advisors
Georgia
$1.05M +$2.4K +150 +0.2%
NA
23
NewEdge Advisors
Louisiana
$926K -$86.5K -5,400 -8%
Osaic Holdings
24
Osaic Holdings
Arizona
$838K -$72.4K -4,524 -8%
PPA
25
Parametric Portfolio Associates
Washington
$769K +$795K +49,622 New

BGH Hedge Fund Activity: Q1 2022 in Review

63 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q1 2022, worth a combined $98.6M — up 1.3% from $97.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BGH positions and 4 closed out — a net gain of 10 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.07M. The largest seller was UBS Group, cutting an estimated $1.2M.

  • 63 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q1 2022, up from 53 in Q4 2021.
  • Funds reported $98.6M of Barings Global Short Duration High Yield Fund stock for Q1 2022, up 1.3% quarter-over-quarter.
  • 14 funds opened new Barings Global Short Duration High Yield Fund positions in Q1 2022 and 4 closed out, a net change of +10 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q1 2022 was Rivernorth Capital Management, an estimated $3.07M added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q1 2022 was UBS Group, an estimated $1.2M sold.

Based on aggregated 13F filings for Q1 2022.