Barings Global Short Duration High Yield Fund
BGH
55 hedge funds and large institutions have $77.3M invested in Barings Global Short Duration High Yield Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 8 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
10% more capital invested
Capital invested by funds: $70.5M → $77.3M (+$6.79M)
1.31% more ownership
Funds ownership: 27.32% → 28.63% (+1.3%)
5% less funds holding
Funds holding: 58 → 55 (-3)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.02M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$748K |
| 3 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
+$739K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$687K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$455K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$732K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$657K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$403K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$385K |
| 5 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
-$185K |
BGH Hedge Fund Activity: Q4 2023 in Review
55 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q4 2023, worth a combined $77.3M — up 9.6% from $70.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of BGH and 5 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 20 added.
The largest buyer was Sit Investment Associates, adding an estimated $2.02M. The largest seller was Vivaldi Capital Management, cutting an estimated $732K.
- 55 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q4 2023, down from 58 in Q3 2023.
- Funds reported $77.3M of Barings Global Short Duration High Yield Fund stock for Q4 2023, up 9.6% quarter-over-quarter.
- 5 funds opened new Barings Global Short Duration High Yield Fund positions in Q4 2023 and 8 closed out, a net change of -3 holders.
- The largest Barings Global Short Duration High Yield Fund buyer in Q4 2023 was Sit Investment Associates, an estimated $2.02M added.
- The largest Barings Global Short Duration High Yield Fund seller in Q4 2023 was Vivaldi Capital Management, an estimated $732K sold.
Based on aggregated 13F filings for Q4 2023.