We are live on ! Find out more
BGH

Barings Global Short Duration High Yield Fund

56 hedge funds and large institutions have $77.1M invested in Barings Global Short Duration High Yield Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 5656 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2.58% less ownership

Funds ownership: 32.35%29.77% (-2.6%)

7% less capital invested

Capital invested by funds: $82.5M → $77.1M (-$5.38M)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

Holders
56
Holders Change
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$9.76M -$1.06M -79,293 -9%
Morgan Stanley
2
Morgan Stanley
New York
$8.3M -$7.08K -532 -0.1%
RCM
3
Rivernorth Capital Management
Florida
$7.55M -$193K -14,508 -2%
Wells Fargo
4
Wells Fargo
California
$6.4M +$297K +22,298 +5%
Invesco
5
Invesco
Georgia
$5.32M -$373K -28,045 -6%
TCMG
6
TSP Capital Management Group
New Jersey
$4.85M +$118K +8,866 +2%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$4.13M +$636K +47,773 +18%
GC
8
Guggenheim Capital
Illinois
$3.64M +$545K +40,981 +17%
Cohen & Steers
9
Cohen & Steers
New York
$3.5M -$156K -11,744 -4%
VCM
10
Vivaldi Capital Management
Illinois
$3.4M +$81.3K +6,112 +2%
RJA
11
Raymond James & Associates
Florida
$2.1M +$429K +32,268 +25%
CIA
12
Capital Investment Advisors
Georgia
$1.55M +$142K +10,650 +10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.44M -$700K -52,594 -32%
SFS
14
Shaker Financial Services
Virginia
$1.36M +$213K +15,983 +18%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$995K -$713K -53,550 -41%
SCM
16
Saba Capital Management
New York
$984K -$2.35M -176,796 -70%
PAS
17
Park Avenue Securities
New York
$940K -$58.7K -4,413 -6%
CP
18
Camelot Portfolios
Ohio
$934K +$74.1K +5,569 +8%
Bank of America
19
Bank of America
North Carolina
$793K -$28.3K -2,130 -3%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$793K -$286K -21,487 -26%
NA
21
NewEdge Advisors
Louisiana
$768K -$42.5K -3,191 -5%
First Trust Advisors
22
First Trust Advisors
Illinois
$747K -$761K -57,182 -50%
Osaic Holdings
23
Osaic Holdings
Arizona
$685K -$38.9K -2,927 -5%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$594K +$126K +9,498 +26%
COLIM
25
City of London Investment Management
United Kingdom
$511K -$94.5K -7,103 -15%

BGH Hedge Fund Activity: Q1 2023 in Review

56 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q1 2023, worth a combined $77.1M — down 6.5% from $82.5M a quarter earlier.

Fund positioning in BGH was balanced in Q1 2023: 7 funds opened new positions, 7 closed out, 18 added to existing stakes and 23 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $636K. The largest seller was Saba Capital Management, cutting an estimated $2.35M.

  • 56 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $77.1M of Barings Global Short Duration High Yield Fund stock for Q1 2023, down 6.5% quarter-over-quarter.
  • 7 funds opened new Barings Global Short Duration High Yield Fund positions in Q1 2023 and 7 closed out, a net change of 0 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q1 2023 was Hennion & Walsh Asset Management, an estimated $636K added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q1 2023 was Saba Capital Management, an estimated $2.35M sold.

Based on aggregated 13F filings for Q1 2023.