Barings Global Short Duration High Yield Fund
BGH
49 hedge funds and large institutions have $73.2M invested in Barings Global Short Duration High Yield Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 11 closing their positions.
1.98% less ownership
Funds ownership: 29.77% → 27.78% (-2%)
5% less capital invested
Capital invested by funds: $77.1M → $73.2M (-$3.89M)
13% less funds holding
Funds holding: 56 → 49 (-7)
35% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 20
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$1.37M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$416K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$330K |
| 4 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
+$261K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$166K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.36M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$995K |
| 3 |
SCM
Saba Capital Management
New York
|
-$984K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$762K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$731K |
BGH Hedge Fund Activity: Q2 2023 in Review
49 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q2 2023, worth a combined $73.2M — down 5.1% from $77.1M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of BGH and 5 opened new positions — a net loss of 6 holders — while 20 trimmed existing stakes and 13 added.
The largest buyer was RFG Advisory, opening a new position worth an estimated $1.37M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.36M sold.
- 49 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q2 2023, down from 56 in Q1 2023.
- Funds reported $73.2M of Barings Global Short Duration High Yield Fund stock for Q2 2023, down 5.1% quarter-over-quarter.
- 5 funds opened new Barings Global Short Duration High Yield Fund positions in Q2 2023 and 11 closed out, a net change of -6 holders.
- The largest Barings Global Short Duration High Yield Fund buyer in Q2 2023 was RFG Advisory, an estimated $1.37M added.
- The largest Barings Global Short Duration High Yield Fund seller in Q2 2023 was Shaker Financial Services, an estimated $1.36M sold.
Based on aggregated 13F filings for Q2 2023.