Barings Global Short Duration High Yield Fund
BGH
51 hedge funds and large institutions have $75.5M invested in Barings Global Short Duration High Yield Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 7 closing their positions.
2% less capital invested
Capital invested by funds: $77.3M → $75.5M (-$1.78M)
2.32% less ownership
Funds ownership: 28.63% → 26.32% (-2.3%)
7% less funds holding
Funds holding: 55 → 51 (-4)
27% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 22
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFG Investments
Woodbury,
New York
|
+$994K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$643K |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$528K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$361K |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$291K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.48M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.96M |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$720K |
| 4 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$384K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$356K |
BGH Hedge Fund Activity: Q1 2024 in Review
51 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q1 2024, worth a combined $75.5M — down 2.3% from $77.3M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of BGH and 4 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 16 added.
The largest buyer was PFG Investments, opening a new position worth an estimated $994K. The largest seller was Morgan Stanley, cutting an estimated $4.48M.
- 51 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q1 2024, down from 55 in Q4 2023.
- Funds reported $75.5M of Barings Global Short Duration High Yield Fund stock for Q1 2024, down 2.3% quarter-over-quarter.
- 4 funds opened new Barings Global Short Duration High Yield Fund positions in Q1 2024 and 7 closed out, a net change of -3 holders.
- The largest Barings Global Short Duration High Yield Fund buyer in Q1 2024 was PFG Investments, an estimated $994K added.
- The largest Barings Global Short Duration High Yield Fund seller in Q1 2024 was Morgan Stanley, an estimated $4.48M sold.
Based on aggregated 13F filings for Q1 2024.